Listen "Constellation Software & VMS Competition"
Episode Synopsis
We discuss the 6-month research project that led to our report on CSI's competitive risks. We discuss why it seems everyone today is rolling up VMS and the potential risks to CSI, including:
How many CSI copycats we found across US / EU
How their strategy differs to CSI
How increased competition may increased CSI ROIIC
How many CSI copycats we found across US / EU
How their strategy differs to CSI
How increased competition may increased CSI ROIIC
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