I was impressed by the new revenue figures - especially in light of known business lost - but they did not seem to positively impact extent of losses.
I have no idea how they determine Churn numbers - I doubt they would tell me - or you for that matter - based on 2500 teams maybe the numbers of units they had at the clients when they lost some of the bigger contracts were small - hence only 3% churn - no idea.
in terms of winning face to face - he may be right at some levels - but I doubt that is the case at elite product levels, certainly in the bigger deals.
I believe CAT took UKRL off SS and won Welsh rugby from several others & am told SS dropped out of CAF early based on terms presented.
This is a growing market - everyone doing pretty well at the moment - including some newbies!
Ann: CAT H1 FY19 Results Presentation, page-32
-
- There are more pages in this discussion • 64 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add CAT (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$3.54 |
Change
0.030(0.85%) |
Mkt cap ! $638.2M | |||
| Open | High | Low | Value | Volume |
| $3.57 | $3.61 | $3.52 | $4.559M | 1.281M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 12089 | $3.52 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $3.57 | 5225 | 1 |
View Market Depth
| Last trade - 16.10pm 28/11/2024 (20 minute delay) ? |
| CAT (ASX) Chart |
