It is certainly a crowded space and there will be more to come...

It is certainly a crowded space and there will be more to come in 2019, globally. DM mentioned that BUD monitors 140 competitors. This is a lot and there will be a major consolidation over the coming year(s). I wonder if BUD will be an acquirer or be acquired or simply be knocked out of the game?  As with all tech only a few survive, to survive you need rapid traction and plenty of $$.  The likes of Ingram will have many many IoT companies join their ecosystem this year making it tougher to get visibility.  Bumbling along with minimal 1/4 in 1/4 growth will not cut it, It will be an interesting year IMO.