The End Of The Day With Ray! Ricoh 1st 9 Months FY24 Terrible Performance Again!
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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! 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!
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