ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Constellation Software: Operating KPIs"
Episode Synopsis
We discuss the process and structure of our recent analysis on Constellation's 5 operating KPIs. We explore:
How CSI reports revenue and cost lines in consolidated vs opco accounts
The 5 major KPIs CSI uses to manage VMS businesses
CSIs moat vs other VMS acquirers
What one can learn from the 5 KPIs in operating VMS
How CSI reports revenue and cost lines in consolidated vs opco accounts
The 5 major KPIs CSI uses to manage VMS businesses
CSIs moat vs other VMS acquirers
What one can learn from the 5 KPIs in operating VMS
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