Jack
CSU is a “one of a kind” software company as the company did not pump up its AI theme compared to other Saas businesses. CSU grew through small acquisitions, while most public Saas grew by acquiring customers through marketing spending. CSU has no stock-based comp (SBC), while most large public SAAs have a large SBC as a component of their cost structure. CSU is unique, and what determines the share price performance is fundamentals. AI could make CSU’s offerings become more efficient, adding value to its customers, and therefore, making price increases easier, but it has never been the core selling point of this vertical market software.