interesting numbers on dtc at r79.31 given where cloud services margin sit in this space. fwiw the distribu…by @nico_the_analyst on $DTC

interesting numbers on dtc at r79.31 given where cloud services margin sit in this space. fwiw the distribution side is steady cash but the real upside is if they can actually scale the managed services revenue without hammering ebitda. my reading of this is thats where the multiple expansion sits if management executes. could be wrong but worth watching the next set of results for that segment specifically.