The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Paul Steep - Scotiabank Global Banking and Markets, Research Division - Analyst
: Mark, I guess you've held true to your words post when we last met last month, and you've continued to be busy on M&A. Can you
give us context around how we should think about the pace of M&A here, given the integration process as well as maybe the
comments around the shelf filing as well tonight?
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AUGUST 03, 2017 / 9:00PM, OTEX.TO - Q4 2017 Open Text Corp Earnings Call
Question: Paul Steep - Scotiabank Global Banking and Markets, Research Division - Analyst
: Okay. On the cloud transition, I guess you made a few changes to the operating model here and going forward. Maybe talk about
like has anything changed in the market or is this just merely you incorporating and working through the numbers from the various
acquisitions? And I've got one quick follow-up for John.
Question: Paul Steep - Scotiabank Global Banking and Markets, Research Division - Analyst
: Yes. No, I was talking the revenue mix model at the top of the model, that you shifted things around a little bit as well as the 2020
move on the goal on recurring. I know you--recognizing you stripped out the professional services number.
Question: Paul Steep - Scotiabank Global Banking and Markets, Research Division - Analyst
: And just a last quick one for you, John. If you had it, the Q3 to Q4, if you had the actual impact from that Dell-EMC-TSA that would
Question: Stephanie Doris Price - CIBC World Markets Inc., Research Division - Analyst
: Can you give us an update on the partner network post recent acquisitions? You mentioned it, I think, in your prepared remarks.
Where have you added some strength, just given the recent deals?
Question: Stephanie Doris Price - CIBC World Markets Inc., Research Division - Analyst
: And in terms of your operating margin target, can you talk about the puts and takes of what would put you at kind of the higher
end versus the lower end of the target?
Question: Stephanie Doris Price - CIBC World Markets Inc., Research Division - Analyst
: Fair enough. And then maybe just a final...
Question: Stephanie Doris Price - CIBC World Markets Inc., Research Division - Analyst
: And then just finally on cross-selling. You touched on it earlier, but I was wondering if you could talk a little bit about how the sales
team is incented to cross-sell and any wins that you've seen recently.
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