I have been following BAND and KLR as well during this sell off. BAND owning their own VOIP network to me is an obvious M&A play. Even someone like Zoom, just take that out already. They almost bought 8x8 for $12 billion…. Now band at about $800 million and you could own the network? Pricing power, building on the network, so much opportunity. KLR also owns the campaign registry, which does 70% gross margins, and is innovating in ways the other CPAAS players aren’t. Their mobile payment solutions are fairly unique. Not even Twilio offers these kinds of fintech payment options.
I have been following BAND and KLR as well during this sell off. BAND owning their own VOIP network to me is an obvious M&A play. Even someone like Zoom, just take that out already. They almost bought 8x8 for $12 billion…. Now band at about $800 million and you could own the network? Pricing power, building on the network, so much opportunity. KLR also owns the campaign registry, which does 70% gross margins, and is innovating in ways the other CPAAS players aren’t. Their mobile payment solutions are fairly unique. Not even Twilio offers these kinds of fintech payment options.
Good color, thanks. Zoom is an interesting strategic for BAND - it also strikes me as a P-E type down the line assuming they can drive consistent FCF.
KLR needs more work on my end, but a couple of good points to start with. much appreciated.