September 10, 2025
DEX Imaging - Visual Edge IT - NOVATECH - UBEO - MARCO - FleXPrint. In today's episode I share thoughts regarding the six main private equity backed roll-ups. After which I will give two of them an award. One who I see as best in class and one who I see as worst in class amongst its peers. All these mega dealer investors are waking up to the industry’s realities so the all the industry’s actors better wake up as well. I believe all the industry’s investments are going to now demand returns.
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September 08, 2025
BIG News in the supply dealer industry! When will print OEMs change the game for their dealers? Everything changes and in business printing it will be Inkjet Technology that will align with the marketplace end users. Interesting times ahead! #kyocera #epson #riso
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September 02, 2025
HP Inc. continues to evaporate in print revenues which is pressuring the company's overall profitability. The 3rd qtr FY 25. HP Inc. produced its worst performance in over 4 years in operating profit! When you look at their revenue declines in consumer printing hardware and supplies it seems very contrary to the HP CEO discussions on print subscriptions? I can't be the only one THINKING what a bunch of Bull-S#!+ Of, course I am the only analyst saying it out-loud.
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August 29, 2025
In today's Labor Day Special I also share some technology I am working on to help the fans of the End Of The Day With Ray who are banned from watching the show at work. After all I believe all the industry has rights! Even those who who work for mediocre leasing companies or financially non performing OEMs.
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August 28, 2025
1st Qtr. FY 2025 Numbers Looking Good! In today’s episode I also share some threats I see regarding fujifilm pertaining to the print business (Business Innovation) Business Unit at fujifilm.
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August 27, 2025
In today's episode besides Visual Edge IT - I also discuss the breaking news from the BDC credit reporter regarding new era technology. It seems another managed IT services business has had financial stress with its BDC lenders.
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