I'd argue that this is a "batten down the hatchets" scenario...

I'd argue that this is a "batten down the hatchets" scenario during a difficult time economically. Tightening costs at the expense of future growth is the headline and probably means this business will go sideways for a bit.

I like how they've streamlined the sales process to be less complex with just the two lines for high volume selling and high value selling. Makes sense to me.

Seems like the connective deal has brought in a decent amount of value in resell terms more than anything, but I'd be interested to crunch the numbers still seems like nitro overpaid for that.