The End Of The Day With Ray! Week's News! Visual Edge IT Firings! And Much More!

The End Of The Day With Ray! Week's News! Visual Edge IT Firings! And Much More!

October 03, 2025

So, much going on the industry! In today's episode I share some thoughts on some of the industry’s news! The firings at Visual Edge IT, Konica had a couple press releases I thing are insane! Office Depot and Staples in news and TD SYNNEX makes interesting acquisition. PRINTING United getting close. Plus a few more head scratching stories!

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The End Of The Day With Ray! TD SYNNEX 3rd Qtr & The MSP Channel Disruption Coming!

The End Of The Day With Ray! TD SYNNEX 3rd Qtr & The MSP Channel Disruption Coming!

October 02, 2025

TD SYNNEX is so poised to completely disrupt the reseller services channel! My warning to those MSP who focus on low end contracts and have zero abilities to sell intellect are about to become reality! End-users don't need an MSP business model from 2009. Those who refuse to imagine how they can be defeated will fall to the mercy of those who plan and execute their defeat.

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The End Of The Day With Ray! Is Ares Getting Ready To Sell Visual Edge IT To DEX Imaging?

The End Of The Day With Ray! Is Ares Getting Ready To Sell Visual Edge IT To DEX Imaging?

October 01, 2025

Ares Capital ended their 3rd Qtr.FY 25 yesterday September 30th. I am thinking when they publish their 10 Q We might see another recognized loss regarding Visual Edge IT - If so it could also mean Ares Capital would have taken all the equity in Visual Edge IT. I am thinking that Ares Capital will have some sort of exit from Visual Edge IT in the 4th qtr. Ares Capital has a senior loan with Visual Edge IT which matures in December. There seems to be a lot of puzzle pieces aligning. In today's episode I share my thinking on those puzzle pieces.

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The End Of The Day With Ray! Ahead Of PRINTING United - ?ING Ricoh, Konica & Kodak Industrial Print

The End Of The Day With Ray! Ahead Of PRINTING United - ?ING Ricoh, Konica & Kodak Industrial Print

September 29, 2025

As the industry prepares for PRINTING United I wanted to share some thoughts on why I believe both Konica Minolta and Ricoh should exit their industrial print businesses. It is all about the math! Konica Minolta has been a financial train wreck and Ricoh has struggled for years to get above a 4% operating profit. Both organizations are only producing around $300 million in industrial print revenues. They have both in the sector for years and just don't seem capable of being any real contender. Along with dismal financial capabilities it just seems logical they both should exit. I add Kodak to the list as I just don't see them breaking any records. From FY 23-24 the Kodak printing business revenues declined by 11% and had an operational EBITDA Of Negative $8 Million. Now six months into F Y25 Kodak's print revenues are down from F Y24 numbers by 7% and the operational EBITDA of the print business is negative $13 Million Of, course the financial sector questioning Kodak remaining as a going concern is troubling as well.

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The End Of The Day With Ray! Out Of Jail, Made It To The Plant Testing The Toner!

The End Of The Day With Ray! Out Of Jail, Made It To The Plant Testing The Toner!

September 19, 2025

Dealers must use a balance between non OEM supplies and OEM! Remember, dealers your OEMs also participate in using non OEM supplies in their direct businesses. We also all remember, during the COVID era how OEMs changed their tone regarding non OEM. I am thinking as the industry continues to consolidate especially at OEM level that dealers should prepare to eliminate or be eliminated by any OEM. I also see Konica Minolta as the financially weakest OEM. Dealers must focus on what's good for their business before what’s good for their OEM's Business.

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The End Of The Day With Ray! Road Trip! Out Running The OEMs! Saving Dealers!

The End Of The Day With Ray! Road Trip! Out Running The OEMs! Saving Dealers!

September 19, 2025

A Quick update on my journey to the toner plant with Chris Polek! Some say, we are on a mission from God!

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