Jul. 3 at 12:11 AM
$ZENV now flat after hours. I guess we’ll see price action tomorrow. At a glance, lot of green shoots in the earnings. The lowered overhead costs even with severance included is encouraging.
CPaaS revenue strength is good to see as well, as it could help fetch a better price if they go through with divesting it.
Not inflecting yet, but getting there. I’d continue to add on severe weakness, although there’s probably upside from here, too.
