September 19, 2025
Dealers must use a balance between non OEM supplies and OEM! Remember, dealers your OEMs also participate in using non OEM supplies in their direct businesses. We also all remember, during the COVID era how OEMs changed their tone regarding non OEM. I am thinking as the industry continues to consolidate especially at OEM level that dealers should prepare to eliminate or be eliminated by any OEM. I also see Konica Minolta as the financially weakest OEM. Dealers must focus on what's good for their business before what’s good for their OEM's Business.
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September 19, 2025
A Quick update on my journey to the toner plant with Chris Polek! Some say, we are on a mission from God!
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September 11, 2025
What will industrial print customers be considering going forward especially with the financial disaster at Landa Digital Printing? Or, the concerns regarding the Kodak Statement of going concerns filed in Kodak's 2nd qtr. Or, the financial underperformance at Konica Minolta over the last many years? In today's episode I ask should Konica Minolta exit industrial print? I believe they should!
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September 10, 2025
DEX Imaging - Visual Edge IT - NOVATECH - UBEO - MARCO - FleXPrint. In today's episode I share thoughts regarding the six main private equity backed roll-ups. After which I will give two of them an award. One who I see as best in class and one who I see as worst in class amongst its peers. All these mega dealer investors are waking up to the industry’s realities so the all the industry’s actors better wake up as well. I believe all the industry’s investments are going to now demand returns.
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September 08, 2025
BIG News in the supply dealer industry! When will print OEMs change the game for their dealers? Everything changes and in business printing it will be Inkjet Technology that will align with the marketplace end users. Interesting times ahead! #kyocera #epson #riso
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September 02, 2025
HP Inc. continues to evaporate in print revenues which is pressuring the company's overall profitability. The 3rd qtr FY 25. HP Inc. produced its worst performance in over 4 years in operating profit! When you look at their revenue declines in consumer printing hardware and supplies it seems very contrary to the HP CEO discussions on print subscriptions? I can't be the only one THINKING what a bunch of Bull-S#!+ Of, course I am the only analyst saying it out-loud.
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