You mention deals expected this quarter? Thr last we saw was "in the near future" so what makes you think this will be this quarter?
referring to my point to doz yesterday, if the spark deal, downloads, revenue have all been impacted by corona virus then why would you feel other telcos are imminently chomping at the bit to get things going?
we have seen deals expected for a year now and no delivery!! 18 months almost now since spark signed and no one since. Barely blowing it out the water is it?
yes they may get govt money but it won't last forever, the inability to land successful, revenue bearing deals is what will be the undoing here.
cannot believe you still throw oracle and metaswitch into the hat, they are aged topics now....no indication at all recently that these deals are going ahead.
all in my opinion.
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