Good plan. One thing about our telco market is that our telcos will always consume data and therefore use our software, regardless of the economic circumstances. ATV software revenue will be somewhat resilient in that regard.
Look at GTK for similarities. Through COVID GTK was sold down but the underlying revenue stream never changed because the majority of their customers are uitilities that always produce power regardless of the economy or airports that are locked into term support contracts that they cant afford to drop. It should never have dropped so when it bounced back it went 6X the low point.
It will take time to build but ATV software revenue should exhibit similar characteristics re longevity and consistency over time.
Good plan. One thing about our telco market is that our telcos...
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