M&A Scenarios in Retail POS And Payments (Part 2)
Part 1 here: https://reformingretail.com/index.php/2024/02/13/ma-scenarios-in-retail-pos-and-payment
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What’s your current prognosis for Revel? Thank you once again for the excellent analysis! Part 1 & 2!
When Welsh behaves reasonably they’ll sell. I think the iOS path limits them in enterprise substantially. They are okay in mid-market but iOS is too expensive at scale.