"We have believed at CA that consolidation of this industry is something that was required ten years ago"
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Buried inside that clunky corporate sentence is a blunt power move: the speaker is trying to make consolidation sound less like a choice and more like delayed maintenance. “We have believed” signals longstanding conviction, the kind that’s meant to read as foresight rather than preference. “At CA” anchors it in institutional authority, implying this isn’t a personal opinion but a house view, vetted and inevitable. The kicker is the timeline: “required ten years ago” reframes consolidation as overdue necessity, quietly shaming anyone still clinging to fragmentation as naive or negligent.
The specific intent is to normalize consolidation in advance of whatever comes next - an acquisition, a merger, a platform play, a major strategic shift. If consolidation was “required” a decade earlier, then today’s holdouts aren’t competitors so much as anachronisms. It’s also a way of laundering self-interest into industry hygiene: consolidation becomes a public-service act, not just a route to pricing power, tighter control of distribution, and fewer rivals.
The subtext is anxiety dressed up as confidence. Industries don’t “require” consolidation unless margins are under pressure, innovation has plateaued, or customers are demanding simplification. By invoking a missed window, Kumar suggests the market has been stuck in an inefficient adolescence - too many players, redundant products, wasted spend - and positions CA as the adult in the room who saw it coming.
Contextually, it’s a familiar corporate rhetorical tactic: make the future feel pre-decided so stakeholders stop debating and start adapting. When inevitability is the frame, resistance looks irrational.
The specific intent is to normalize consolidation in advance of whatever comes next - an acquisition, a merger, a platform play, a major strategic shift. If consolidation was “required” a decade earlier, then today’s holdouts aren’t competitors so much as anachronisms. It’s also a way of laundering self-interest into industry hygiene: consolidation becomes a public-service act, not just a route to pricing power, tighter control of distribution, and fewer rivals.
The subtext is anxiety dressed up as confidence. Industries don’t “require” consolidation unless margins are under pressure, innovation has plateaued, or customers are demanding simplification. By invoking a missed window, Kumar suggests the market has been stuck in an inefficient adolescence - too many players, redundant products, wasted spend - and positions CA as the adult in the room who saw it coming.
Contextually, it’s a familiar corporate rhetorical tactic: make the future feel pre-decided so stakeholders stop debating and start adapting. When inevitability is the frame, resistance looks irrational.
Quote Details
| Topic | Business |
|---|---|
| Source | Help us find the source |
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