1.5 months ago, I wrote that in my opinion, the targeted improvement in profitability would be based on cutting back the internal sales staff, with the “emphasis” shifting more toward the reseller channel. Starting in the US was clearly predictable.
Personally, I would like to see more detailed plans at the Capital Markets Day, for example regarding headcount, but when it comes to staff reductions, we’ll see how much detail is provided or even sensible to provide.
The technical expertise will, of course, remain. Customer relationships are a trickier thing to evaluate from the outside. Sometimes the importance of those relationships is also overestimated, and in the end, it’s the products that decide.