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R , you make a number of valid points and yes income on Cisco is both declining and of lower margin , but in context the Cisco growth signifies the continued change in the profile of those users !!!! Slow to react they are now in a market where loops core activities are more flexible , agile and professionally recognised !!! There will be greater synergies and opportunities in countries with a low Loop footprint !!! Looking beyond Cisco I wonder if the management team are considering white label with any of the other 15 telecoms ops ??? Eastern Europe , Scandi , middle East , India ,Africa , pakistan etc etc may hold some significant opos
Sorry maybe I'm being obtuse... I thought it was simple. Cisco resale revenue has declined through the pandemic. If its not going to increase in H12020 then it never will. Its being managed by LOOP as non core, diluting core LOOP margin and only contributes less than 5% of gross margin. I just cant see any growth opportunity there
Ragnarlothbrok its only a observation regarding Cisco as there sales have massively increased , the point is does Loopup have a piece of the pie.
Yes Cisco was put to the back closet and sometimes it comes back in fashion
R , you'll see I posted detail of Cisco @ W/E. Loop of course r using the relationship to convert and add value to their own offer or at least co-join these accounts . Remember Cisco was the mature incumbent that was largely forgotten about si has a massive mature base which was relatively underutilised in March !!! Bang comes Vivid and hence their take up has been slow but sure as the maturer users take longer to change !!! Interestingly the coverage T identifies is those areas that loop have increasing overlap so I'm with him on the double bubble here !!! Ps I Think we nearly there !!
Thordon,
Revenue from third party (Cisco) resale services declined in the half from £4.2 to £4.0, despite the impact of covid. And margins on this part of the business are terrible compared to core LOOP. I can't recall LOOP mentioning this in the last 6 months as a significant revenue stream or with any future potential. They deliberately strip this out from core revenue and core gross margin. The article you posted is from 2019...I think that ship has sailed
The point is a lot of shareholders forget about the Cisco deal , so if Cisco number have gone through the roof what % is Loopup gaining in trade.
This could be massive
https://blogs.cisco.com/collaboration/cloud-to-table-american-blue-ribbon-holdings-adopts-webex-collaboration?dtid=osscdc000283
“With Webex Calling, we are able to simplify our collaboration footprint,” says Tarpley.
“We have replaced our internal/on-premise ShoreTel VoIP system for low volume audio conferences, LoopUp for larger, hosted bridges, and Skype for Business for instant messaging between users and conference calls. Webex gives us one calling and collaboration solution that has a more robust feature set than our disparate point solutions combined,” Tarpley added. “Previously, The Village Inn and Bakers Square brands had to use a third-party automated attendant called VirtualPBX during their busy season for call volume. This has also been eliminated with Webex because of its ability to hold calls in a queue.”