Poll Results: Stellent and Optika
Our poll regarding the consensus on the Stellent/Optika deal are in. The results are a bit interesting.
Good for everyone [ 45% ]
Good for Stellent, Bad for Optika [ 32.5% ]
Good for Optika, Bad for Stellent [ 5% ]
Bad for everyone [ 17.5% ]
Totally everything together, the numbers could also be looked at like this.
Good for Stellent - 77.5%
Bad for Stellent - 22.5%
Good for Optika - 50%
Bad for Optika - 50%
Obviously, most agree this a good deal for the Stellent community while it is evenly split for Optika. This is not atypical for this sort of deal. Stellent is getting a profitable organization with a product offering that will enhance their own. Optika, on the other hand, in their niche, was doing just fine on their own, thank you very much. At least, that is generally the consensus. I would argue, however, that moving forward, the niche players like Optika are ultimately going to be better as a piece of a larger solution than the entire solution in and of itself. Their ability to compete going forward would likely have been affected by the trend in the industry of single source solution providers.
Financially, investors obviously don’t much care for the deal. At least, not yet. Since the announcement, STEL is down 22% and OPTK is down 25%.
