Uploaded by Rohan Batra

IT sector deep dive

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Deepp
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Approach to
den
software
Evolution
Tech stuck
Pre covid cot
post son'd
side
Tea
first
Cust
first
at
outside in
legacy to cloud
of software that is
by the co
set
FMCG Banks Phouma had
started adopting tech
mfg
auto
infra
also
operate from anywhere
India
used
3rd largest
227
B outsourcing
ERD 36
B
stated
Why ERD will
grow
As
latency 59
comes
factory win came online
So
Evolution
0
imagine
the
growth
service Delivery
I
Redundant biz process
t
Small biz
tune
I
Servia delivery
it partner
every
initially
Storyof intellect
spent
a
Hence margins
Front loaded
Finally
all
top
margin
lot
were
on
RfD
depressed
costs
when
started reentering
line
Bottom line
then expands massively
sticky customers
where is the
skill maturity
Higher skill
of Dev
skill
f
so
High margin
maint
Highmargin
or
fu
D8 lust engagement
goes 94
Delivery time
Cashflows
Itd
4T
Mgmt says
Able to deliver faster
types of
Fixed price
contracts
Time
4
mat
cost driven
Blendedprice
contract used to
is stabilizing
due son'd
growing
be
no
now
w
discount
longer
discounts
Riskiest for E R
Fixed Price
r
margin
could
D
be
esp
it large
impacted
hugely
Not
Lts
Time
crashed
f
material
as
40
net
bad
for
it cos
boos it lost Itzcustomer
est
contract
Hourly Daily
Rate revision
lamest risk
volume
Imp to see
from Fixed
Quality of
Products
how
to
It
can
time
improve
f
shift
material
this
revenue
ARR
Annual
recurring
Product
License
sold 1
revenue
Yearly maint
t
support
changes
Wife
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