Matthew Toth
Toth said the extra points that come from a direct agreement might look attractive to investors.
He also questioned the possibility of TSBs severing their relationships with and vendors that choose to take this route.
“I highly doubt that TSBs will let their Lumen revenue go just because Upstack signed a direct agreement,” he told Channel Futures. “I can’t imagine that Lumen would be happy to move that revenue over either.”
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