Throughout the entire interview, the most essential question lingered in the air without being addressed: what is the company’s target state that the ongoing transformation is supposed to lead to? Other than that, the CEO was a bit like a deer in the headlights, walking on eggshells and trying to answer without giving too much away. Something bigger is probably going on around the company, or else there is an internal crisis and management doesn’t know what it’s doing, or pieces are still missing (an M&A transaction / divesting a unit) from the final outcome, which is why it can’t be disclosed yet.
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