Diversified, Recurring Revenue ModelA mixed revenue base of licenses, cloud/subscription services, maintenance and consulting gives recurring cash streams and multiple sales motions. This reduces cyclicality, improves revenue visibility and supports durable customer relationships and upsell over the next several quarters.
Sustained Gross Margins (~40%)Maintaining ~40% gross margins indicates product-level pricing power and a differentiated offering. Even with top-line softness, healthy gross margins provide scope to restore operating profitability through SG&A discipline or higher-margin services, supporting margin recovery over months.
Strategic Telco Partnerships & Enterprise ChannelsPartnerships with telecom providers and direct enterprise sales/consulting extend distribution, enable integration into larger customer networks, and increase stickiness. These structural channels support scalable growth and cross-sell opportunities over a multi-quarter horizon.