AD8 2.16% $18.44 audinate group limited

They've done well in the US stoking demand in the US faith...

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    They've done well in the US stoking demand in the US faith sector. If you look at the break-down the industry isn't just live sound. It's mainly going into buildings.

    The dominant market share is in a 45m market currently. Because it's untapped it leaves plenty of room for a competitor to offer a digital solution. The problem is OEMS don't want to pay a licensing fee if they don't have to, or potentially pay less with another company.

    If you do research you'll realise there are real issues with audio engineers having the skill or motivation to understand networking, even if it is broken down into layman terms by Audinate.

    I get the feeling they're pushing to video and software services because audio is going slower than expected. It's really hard to build out a network when you don't have many products. I was really disappointed to see they'd only got 14 OEMS so far.

    Should be interesting to see how it develops. If the economy tips into recession it could be at the worst time as the industry attempts to recover.
 
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