> I mean, if you are building it yourself but on top of their cloud, why does it matter to them?
It matters when they see a profitable business opportunity in optimizing the bundled costs of the service offerings. And who can say "clearly" what the real margins are, especially at scale? All we know for sure is whatever those are, they are good enough for them to continue to offer these managed services.
It matters when they see a profitable business opportunity in optimizing the bundled costs of the service offerings. And who can say "clearly" what the real margins are, especially at scale? All we know for sure is whatever those are, they are good enough for them to continue to offer these managed services.