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20:40
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Originally posted by CaptainBarnacles:
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I'm not sure how this will turn around exactly. I have seen no evidence that IRI isn't providing a product that is being superceded in many instances. Seems to be more a case of the market gradually moving on. SAAS just assists this transition perhaps, but is being used as an excuse. The receipts reinforce this, and don't really demonstrate any improvement occurring in demand. Instead we get a bizarre journey playing around with EBITDA figures in the presentation. The clients still pay at least every year whether they are SAAS or on contracts I believe. Looks like more a case of managing decline.
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SaaS implementation services are relatively low, more configuration to connect to on-premise Prognosis software and the new cloud UC connections. So still being billed, but much lower than an on-premise implementation.
Originally posted by CaptainBarnacles:
↑
I'm not sure how this will turn around exactly. I have seen no evidence that IRI isn't providing a product that is being superceded in many instances. Seems to be more a case of the market gradually moving on. SAAS just assists this transition perhaps, but is being used as an excuse. The receipts reinforce this, and don't really demonstrate any improvement occurring in demand. Instead we get a bizarre journey playing around with EBITDA figures in the presentation. The clients still pay at least every year whether they are SAAS or on contracts I believe. Looks like more a case of managing decline.
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(20min delay)