Business SolutionsMerchants & Operators M&A Scenarios in Retail POS And Payments (Part 2) February 20, 202416 min read Part 1 here: https://reformingretail.com/index.php/2024/02/13/ma-scenarios-in-retail-pos-and-paymentSubscribe or log in to read the rest of this content. Why Lightspeed POS Will Crush 2024-2025 Expectations New Lines of Business That Can Make Toast $1B ARR And Close Their EBIDTA Shortfall
What’s your current prognosis for Revel? Thank you once again for the excellent analysis! Part 1 & 2! Log in to Reply
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. Log in to Reply
Business SolutionsMerchants & Operators Olo Allegedly Under Strategic Review. These Are The Only Realistic Outcomes A rumor has been circulating that Olo’s board has grown weary of losing money by holding Olo sSubscribe or log in to read the rest of this content. 20 hours ago17 min read
Business SolutionsMerchants & OperatorsPoint of Sale (POS) Jeff Sloan Joins NCR’s Board… and NCR Issues Massive Fee Increase Could there be a better coincidence? As NCR appointed Jeff Sloan, the King of Fake Fees, to its bSubscribe or log in to read the rest of this content. 1 week ago4 min read
Merchants & Operators Investors Admit Retailers are Morons, Aim to Move around Them Entirely At some point enough is enough. There’s a deluge of capital looking for returns and the retSubscribe or log in to read the rest of this content. 2 weeks ago3 min read
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.