Excellent interview. Kurt Hanson obviously the operations guy focussed on people, culture and customer delivery/experience whilst Julian is the numbers man with a focus on investor relations. The pleasing thing I took out of the interview is that it sounds to me like the management teams from their acquisitions have been retained into strategic roles and are driving the integration and go-to-market strategy.
Another takeout for me is that they have $65m in locked in recurring contracted revenue which is yet to be recognised. What a fantastic revenue base to start the new FY. The fundamentals of this business are excellent. A growing business growing into a $5B market which continues to grow year on year.
According to Kurt Tesserent's addressable market is $1.5B with TNT currently only capturing around 10% of that so HUGE organic growth potential.
Excellent interview. Kurt Hanson obviously the operations guy...
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