Awesome and comprehensive update as ever. The Barclaycard MS giveaway is a real shocker. As you say, the capital investment required to fix the legacy tech must be ginormous if the only way they can fund it is to give away 80% of the UK's biggest acquirer. I think we can expect a pretty bumpy ride for some big BMS enterprise customers whose pricing is probably well underwater at the moment.
Awesome and comprehensive update as ever. The Barclaycard MS giveaway is a real shocker. As you say, the capital investment required to fix the legacy tech must be ginormous if the only way they can fund it is to give away 80% of the UK's biggest acquirer. I think we can expect a pretty bumpy ride for some big BMS enterprise customers whose pricing is probably well underwater at the moment.