RESEARCHNICE.TAabout 2 months ago313views

NICE: attach is real and it is not discounted

Upsell into the installed base carries no acquisition cost. At this attach rate the contribution margin on the increment is close to the gross margin.

Sara Cohen@sara_cohen

Evidence · 2 cards

The case

NICE: attach is real and it is not discounted

Upsell into the installed base carries no acquisition cost. At this attach rate the contribution margin on the increment is close to the gross margin.

The edge

The Street says

Consensus models the cycle turning in the second half
Sell-side target clusters within 8% of spotAuto

I say

The turn already happened in order intake two quarters ago
My number is 14% above the street on the out yearCreator est.

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