Why does everyone assume they need growth? I'd be plenty happy to have a company with a 2B revenue stream, call options on other assets in Fabric and Periscope and there's like 0 secular decline.
> I'd be plenty happy to have a company with a 2B revenue stream
They're losing $500MM a year...
Yup. Plus they have negative 2 billion in retained earnings, a lot of long term debt, about 20% of total assets are goodwill and intangibles, and if they eventually have to do a stock offering to raise capital it will be a bloodbath for current holders.
public market demands growth, and people don't invest in stagnation