Jun. 29 at 4:52 PM
$CREX this is a big item ..is this the RMN ? what the hell is 20MM of near term SAAS revenue ?....the valuation on that alone could be worth
$100MM to the stock price...."Recently, one of our leading competitors has faced significant service and execution challenges, leading to a significant near-term revenue opportunity in the industry. Management estimates that this disruption has created a revenue opportunity within the industry of approximately
$40.0 million, including approximately
$20.0 million of near-term SaaS revenue and approximately
$20.0 million of annual hardware and services revenue"