Very surprising that the ERP business isn't more profitable. TEMS is carrying the profit line. If they're the biggest NetSuite facilitator and struggling to make money then the sector is extremely competitive or their costs are way too high. Looks to me managers need to hustle harder and relax less.
Alot of emphasis on Asian growth and mention of Australian headwinds from the chair. Simply not good enough. But let's all have faith in Asia and Riyo? Rabbits and hats come to mind rather than astute and successful.
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