Comment by nickdothutton

Greater chance of survival, greater chance of being a winner in any consolidation in the industry, generally revenue translates to higher share price which means ability to acquire useful and interesting companies, likely lower cost of capital for borrowing for build-outs. Attracts greater talent with better packages. Now as teeny tiny (personal) customer of these guys... I'm not really going to care about most of this stuff. But in my $70B company market cap day-job... I do.