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Xerox growth strategy - Article published in Seeking Alpha

- plans to return to growth in 2022 by offering differentiated opportunities to small and mid- sized businesses ("SMBs")

- plan to make Xerox Financial System (XFS) not only a global payment system but a separate system
o will work to expand the customer base and improve revenue collection
o processing platform to offer competitive solutions to all departments
o will help customers buy new Xerox technology and help improve equipment sales for the company
o integrated customized payment system to help clients manage their cash flow
o offer customers leasing options with the growth strategy looking to expand
beyond print servicers to other IT systems and software.
o In Q1 2021, customers through XFS were able to lease 700,000 pieces of
equipment with asset financing at $3.4 billion
o serves more than 150,000 customers in different portfolios and geographies
o annual rate of loss (in its portfolio) below 1.5%
o The company has a total debt value of $4.35 billion as of Q1 2021 and total
liabilities at $8.63 billion. Therefore, the main strategy for XRX will be how to
increase securitization. Further, the company has to improve on its debt cost. As of Q4, 2020 XFX debt stood at $3.0 billion, with the support lowering by $0.1
billion to $2.9 billion as of Q1 2021.

- will need to initiate a vigorous revenue drive to reach Asian market
- looking at an expansion of software offering and automation of robotic processes
- In managing content, the Alto artificial intelligence ("AI") analyzer will help XFS to drive data intelligence through its financial landscape across various geographies
o uses proprietary algorithms drafted in up to 53 different languages and 125
countries

- The Canadian market is central to the growth of Xerox especially with Digitex (recently acquired) controlling the western market, while Groupe CT (recently acquired) has the eastern market
- expanding into the infrastructure business by commercializing its IoT in bridges and road constructions

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