Ann: Thor Industries signs extension to Buddy Cloud relationship, page-33

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bentas74

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21/03/18

15:54

Post #: 31923265
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Originally posted by goldbear77 ↑

ohm is data. showstring is on the money imo

the monitors arent the business - the data is the business however it is captured

if it was just about monitoring bud wouldnt have a sustainable competitive niche

the idea is to have sensors/inputs everywhere - either Buds or other groups from which Bud can obtain data - and from that deliver actionable intelligence both to specific lcients and then potentially a secondary market for anonymised aggregated data sets

nestle gets its costs down and can do peer comps of buildign vs building - then eventually that same data is part of - for eg - carribean factor/business centre aggregated data that funds can buy to get a sense of how hard carribean gdp is growing nation vs nation based on energy use - or govt can compare itself on energy costs vs other nations

with rvs theyll be capturing how far they go per day, how much heat, energy they need, etc etc - leading to improved design and durability of rvs, migration pattern planning by tourism boards etc

just one example

the challenge to break in is that without a proof of concept of how BUD's big data can help clients - it was struggling for takeup as is common.

so they;ve minted their own offering to penetrate the smart building/smart city vertical and will plan to proliferate from there

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I agree ,
Absolutely about the data

BUD Price at posting: 17.3¢ Sentiment: Buy Disclosure: Held
2 Upvote

0 Great analysis

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