The End of The Day With Ray! Clover Imaging Wow!!!
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The End Of The Day With Ray! Ricoh 1st Qtr. FY 26 & More On FUJIFILM Possibly Selling B.I.To Ricoh!
Ricoh absorbing Fujifilm Business Innovation Business Unit Can Work! However, Ricoh has to get their act together regarding the profitability within their Workplace Services Business Unit! It's concerning in how poorly profitable in both gross profit and operating profit the business unit performs. Here's my thinking!
The End Of The Day With Ray! Xerox 2nd QTR FY26 The Goals Towards The Vision Are On Target!
As Xerox changes the game at end user level, they must also navigate through the cost involved with reinventing a 100 year old institution. Xerox is continuing to show that the transitioning of the company is on target. Balancing Financial Disciplines With Reinvention. I am excited to see the debt reduction strategies unfolding as Xerox moves through its reinvention. Great Qtr
The End Of The Day With Ray! Fujifilm Spinning Off Business Innovation, Thinking It Won't Be an IPO
Fujifilm has a great opportunities in spinning off its Business Innovation business unit. I believe Effissimo Capital and its power over Ricoh could facilitate an exit for Fujifilm. The Fujifilm and Konica Joint venture is really nothing and at one time it somewhat made sense for Fujifilm's Business Innovation business unit and Konica Minolta to merge. However, now that RICOH has established ETRIA it makes more sense for Fujifilm to spin off Business Innovation manufacturing to ETRIA and street distribution to Ricoh. In this episode I share the details of this strategy.
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