Ann: 4DMedical and Philips sign Memorandum of Understanding, page-21

With the regularity and scale of the announcements flowing through, the indication by Andreas that more is to come in 2023 is a warning shot to those hoping to buy again on a dip.

This deal leverages beyond VA into the world. It has been the strategy of large hardware providers/manfacturers such as Siemens and Philips to embed service revenue/streaming etc. I suspect that Philips will be offered some 'first-taker' exclusivity for a period after which others will line up.

That 4D Medical have developed their own fit-for-purpose scanner becomes a threat to hardware providers when XV SAAS etc. takes off. Aligning closely with the 4D suite early potentially leads to 4D licensing the manufacture of their IP-protected scanner into 3rd-party branded scanners, simplifying the HW business for Andreas into design and licensing fees. In that role, the SAAS becomes like 'intel-inside'..ie.embedded and the global giants take the SAAS to the world.