Huanji Li's questions to RAAS leadership • FY 2020
Question
Huanji Li from CICC inquired about the 2021 outlook for the UC&C business, particularly the delivery pace of projects delayed from 2020. He also asked about the metrics used for evaluating M&A targets and the company's strategy for expanding distribution channels into second-tier cities in China.
Answer
Executive Yipeng Li responded that the UC&C business has bounced back significantly and is expected to see a substantial percentage increase in revenue for the year, driven by private cloud solutions and a fast-growing Computer Vision business. Regarding M&A, Li outlined a two-pronged strategy: acquiring companies to add new product capabilities (like CRM) and pursuing industry consolidation to expand the customer base. For domestic expansion, he confirmed the company is opening new offices in lower-tier cities and plans to increase its use of channel sales to complement its direct sales model.