Sunrate et Netstorming s'associent pour élargir les options de paiement pour les agences de voyages mondiales

Impact · against what's priced in

The partnership is a positive but minor incremental expansion for Sunrate's B2B distribution. For Mastercard and Visa, the news is non-material as it represents typical network utilization that does not move the needle on the high revenue growth targets the market currently refuses to credit.

V+0.00

Doesn't touch the price's assumptions

In context

This distribution deal does not provide the scale needed to trigger the 14%+ revenue growth the market is currently declining to pay for.