“If OpenText proceeds with divesting non-core assets, the areas most likely to be affected include legacy development environments, software testing and quality assurance platforms, and IT operations management tools, particularly those inherited through past acquisitions that may no longer align with its current strategic focus,” Mazumdar said.
Such divestitures could create uncertainty over product lifespans, slow innovation, or alter support models if priorities shift under new ownership, Mazumdar said. “This can impact integration stability, compliance, upgrade planning, and overall operational resilience.”
Turner said the company may also face a choice over where to compete. “I think a decision must be coming as to whether OpenText wants to play in the enterprise business against the big beasts there or continue in the SMB market, which is far more of a channel play,” Turner said. “I don’t know which way it will leap, but I can’t see it continuing to straddle both worlds.”
