It is not question of will this lead to more revenue, it has been and will continue to, its a question of by what magnitude will the revenue increase. This answer is going to have very real short term impact on the value of capital we all hold.
When management make a strong commitment to B/E within a defined time-frame and then reiterate that commitment that had better well achieve it.
Obscurely framed communications that avoid any references to revenue impacts should be read very carefully
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