The issue with Doz's analysis is that it is a 'chopsticks' to China metaphor aka grabbing a small slice of a massive market.
Spark have 2.5m subscribers. See Pg39:
http://investors.sparknz.co.nz/Form...A/doc/FY19_H2/SPK-H2-FY19-Results-Summary.pdf
If they are the 39th biggest telco in the OECD then it stands to reason the next 36 telcos in the 75 telco initial target are very small (75 representing 5% of 1500).
I posted some telco stats here:
https://hotcopper.com.au/posts/40782899/single
The top 30 telcos operate about 20% of global telcos. That is, these conglomerates operate in many markets. Vodafone is a well-known example. Further, the top 30 telcos have more than 80% of all subscribers globally.
Spark is/was a great start. But as you pointed out, we have no visibility of the costs. We do have some visibility of implementation: 12+ months since the Spark deal was announced and Spark has not rolled out the VM solution. Why?
Will every telco require tweaking of the offering? How much work is required for back-end integration and migration from legacy voicemail systems to the new offering?
None of the perma-bulls have been able to explain what is in it for Oracle. Oracle are not in the transaction business; they sell cloud services. They do not clip the ticket on each transaction going through their cloud.
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