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The End Of The Day With Ray! OKI 1st 9 Months FY24! Looking at #s I Can See Them Exiting Print
In this episode I discuss OKI and why based on their numbers I can see them exiting all print! They started with transferring their Thailand print manufacturing business to ETRIA. OKI has many deliverables past print they could focus on and grow. Being as small as OKI is, I don't see them growing a print business in a massively declining industry.
The End Of The Day With Ray! Kyocera 1st 9 months Their FY25 - Kyocera Books Impairment!
In this episode I discuss why all the industry’s OEMs must be vigilant to the importance of profitability. Kyocera has exemplified a stewardship towards profitability. That discipline has put them in a great position to weather the storms of disruption. Delivering low operating profit is never good. However, during disruptions it's an occasional inevitable. As the industry continues under pressure it will be those with consistent discipline who will prevail.
The End Of The Day With Ray! Ricoh 1st 9 Months FY24 Terrible Performance Again!
Why does Ricoh perform so terribly especially in their Digital Services Business unit? The first 9 months of FY 24 the Digital Services business unit produced Over 9 Billion dollars in revenues with an operating profit of less than one percent! This happens nearly every quarter. Ricoh is proving to the world that they can not delver offices services profitable! I ask, WHY? Another question is, Do they even care? It really seems they don't!
The End Of The Day With Ray! OKI & ETRIA! Is It OKI's 1st Step In Selling Off Its Print Business?
In this episode I discuss OKI joining ETRIA, Now Ricoh, Toshiba-Tec and OKI. Is OKI just preparing to sell off its print business? I believe yes! I also discuss the other industry actors and their potential alignments!
The End Of The Day With Ray! Sharp 1st 9 Months FY 24 - I Also Share Thoughts On Sharp Roadshow!
Sharp has Roadshow sharing their diverse product portfolio. Dealers today need product diversification and Sharp has the most product diversity in the industry. In today's episode I share my thoughts on that product portfolio.
The End Of The Day With Ray! Fujifilm 1st 9 months FY 2024 & Thoughts Regarding Xerox Relationship!
Lots going on in the print industry and all the OEM conglomerates must rethink everything they once thought unthinkable. In this episode I discuss thoughts on why Fujifilm should think hard regarding tighten the Xerox relationship especially now that Xerox announced intentions to buy Lexmark. I also address the realities of Kodak in comparison to Fujifilm!