Open Text剥离业务聚焦AI发展,加速债务偿还——市场观察

投资观察
Oct 03, 2025

加拿大软件公司Open Text的非核心业务剥离是一项积极举措,公司正重新聚焦其主营业务。Open Text同意将其分析业务组合的一部分以1.63亿美元现金出售给NetDocuments。

分析师Kevin Krishnaratne在报告中表示,这一策略突显了该软件公司"通过收缩实现增长"的举措。Krishnaratne认为,这与公司合理化业务组合、专注于核心安全信息管理AI平台的计划相一致。

该分析师认为,Open Text可能每季度进行一次业务剥离,这将强化公司的资产负债表,同时让管理层能够专注于高增长领域。

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