I'm not suggesting LVT is actively going out selling Microsoft products without their own. I would honestly hope LVT aren't wasting their time just being a reseller of MSFT products!
But not all MSFT customers are paying for Teams. Maybe not even all of LVT customers are paying for Teams. So there's an opportunity there, even within the own customer base.
I'm not going to presume I know what the uptake in Teams as a telehealth solution will be. All I know is, MSFT seem to think they're gaining traction in the health space, otherwise they wouldn't have just announced Cloud for Healthcare as their first-industry specific cloud offering. I can only hope LVT will be able to leverage this new market for MSFT for their own success.
LVT Price at posting:
23.0¢ Sentiment: Buy Disclosure: Held
