Leo Kang from Plum Capital on $ATTO
Yet Another Value Podcast
Are You Worried About Telephonica?
The company is actively de-emphasizing the telephonica relationship. A couple of years ago, it was 50% by 2020 telephonica made up just more than 30%. I think what's going to happen is telephonica business will, you know, slowly decline maybe 2%, 3%, 4% a year. But the rest of the business, the multi-sector revenues are growing at double digits right now.
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