From what I understood is that they both are good in 2 different things, which could result in cross-selling.
Its written in the article as well, and seems like the obvious way to go about things. Why make things difficult, specially when you exist within the same entity now.
But according to what you proposed, the company does have a CPaaS service, even though it’s smaller than their digital identity, they could keep pushing that rather than Route, and use Route to better it for the western market. Route could be limited to India and other Non-Western locations cause they are well-versed w how to do business here.
So, if this happens, a clear bifurcation could be seen w Route being focused in India only.
And this is very much possible, just cause something is logical, like cross-selling, doesn’t mean its what the outcome will be.
I’d sit back and look for clear commentary by the management. I am not sure of the plan. I need to be sure of the plan. I need to see it make sense. And only management can help us with that. So, i’ll wait and see.
M&As, Divestments etc aren’t simply copy paste situations. What seems like the obvious way forward is filled w out biases and not always how reality comes to be. The entities are not the same that you knew, they are different. Old ideas and plans do not and can no apply to them. Just cause the name is the same does not mean it what it was beforehand.
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