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!

by ray stasieczko October 03, 2025




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ray stasieczko

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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!

by ray stasieczko 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?
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by ray stasieczko 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
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by ray stasieczko 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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