Interesting thread thanks all for your insights
a) Does anyone know how many of the large corporate “customers” are actually paying for the services, I thought people like AWS don’t pay for the “privilege” of letting you connect to them?
b) Given that the revenue opportunity in this space “fee per connection” is very low, not like the good old days of high ARPU’s, wouldn’t increased competition from established large players drive this low ARPU lower?
c) I feel like the MP1 (type) target market place is still consolidating through M&A, wouldn’t this drive down the opportunity universe?
Have a great day (still trying to find a target SP…)
Interesting thread thanks all for your insights a) Does anyone...
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