What about this....... Surely someone out there is an expert in...

What about this....... Surely someone out there is an expert in IoT companies. This person/people should have an idea of which companies would be able to compete for a major deal against BUD. Now if no companies in this sector have made any major announcements of a major deal in the last month, then this would mean the deal has not been done?
Either way, we are at the pointy end and this means other big deals will inevitably be successful.