Hey Schnitzel, I think we might be jumping the gun a little as far as marketing.
The box is not yet available, but if you look at other offerings (including the Nvidia integrated box) there's a lot more information on the website.
I assume it will come out in time (towards the end of this year I think they said?) and then we'll be able to decide how well it's being marketed.
For all we know they may run a side by side comparison with other boxes on offer!
I know marketing starts well before the release, but I think it might still be a little early.
Throwing some rough figures out there, starting with current VVDN revenue estimates, even growing at a fast clip.
$80-100 million USD. EBITDA was up 63% or thereabouts for the year.
If they did say $150, 250, 300USD million in revenue next three years without knowing their forecasts, let's say Akida IP edge boxes turn out to be a big seller, and they reach 10% of VVDNs revenue or $ 30 million USD, BRN royalties would maybe be in the 2.5-5%.
That is roughly $750k-1.5millUSD in royalties for BRN.
Just saying on its own, it hardly seems like any significant revenue is coming for BRN from VVDN's EDGE BOX in the next few years.
It makes more sense if Akida can reach a saturation point as a component in Edge Boxes across the whole market as opposed to one partner here or there won't cut it for BRN.
Whether or not these IP deals are embryonic in producing a product on the market, it seems that it is essential that BRN gets big companies over the line, and that is what is concerning that they're not already officially licensed and many already have EDGE based products. I'm sadly convincing myself that BRNs time may not be until the next tech cycle boom commences in the early 2030s. In my view.. So how does it survive that long.
Definitely needs ARM to really give it a leg up soon to counter that. By the way is it any possibility that ARM licenses Akida? That would be the ticket.