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  5. CSU: It’s been a massive day for Constellation with the acquisitions of both Symplicity and Zonal being announced. [Constellation Software Inc.]

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Q: It’s been a massive day for Constellation with the acquisitions of both Symplicity and Zonal being announced. Given the scale of these market leaders, how significant do you think this day is for CSU’s 2026 growth strategy, and do you see this volume as a signal that they are accelerating 'large deal' deployments to capitalize on the AI shift? I’d love to get your take on whether these additions—with their vast datasets in education and hospitality—align with the goal of improving long-term margins through AI-driven software optimization
Asked by jean on February 04, 2026
5i Research Answer:
*edited for addition** Simplicity deal terms were not announced, but serving 1,200...
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