Vista Group: A cloud transition worth watching

In this Investment Insights spotlight, Tim O'Loan discusses Vista Group, the New Zealand-founded technology company whose software helps power many of the world's leading cinema operators. While many investors focus on box office trends and the rise of streaming services, Tim explores why Vista's cloud migration may be the more important driver of long-term value. With growing recurring revenue, improving margins and increasing cloud adoption, he shares why we believe the market may not yet fully appreciate the opportunity ahead.