Jun. 5 at 12:43 PM
$SMCI Makes sense. It is standard in contracts for Enterprise clients to have 'non-dislcosure' requirements. No advertising the client name. This is standard. The main reason is about "brand protection." Large companies spend billions to build their brand and obviously don't want the thousands of vendors they deal with having any control over the narrative of their largest asset - their brand. Sometimes a vendor can negotiate the contract and get "we won't mention your brand without your pre-approval."
You've probably never seen any company announcing "We just got J&J as a client; or P&G."
More likely though with small clients with less sophisticated Procurement departments; SMBs.
Anyway, just thoughts I'd share some executive-level knowledge (for free!) for all the StockTwits out there. : )
