- 5G and SaaS managed cloud more than doubled, now 44% of revenue and gross margin expanded 560bp y/y as a result, yet we’re only in the early innings here.
- Another big opportunity is the enterprise business, which got off to a flying start.
- Headline numbers don’t look promising as the work-from-home boost has subsided, but things will continue to improve, driven by revenue growth, margin, and valuation metrics expansion.
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