Very interesting. I would have said Waves are steamrolling ahead second only to NI. This is only gut feel obviously.Gamma-UT wrote: Sat Dec 01, 2018 11:02 amMine is that accolade belongs to Waves. They probably have higher fixed costs but in order to try to keep the plates spinning have got to the point where you can almost buy a big bundle for less than the cost of WUPing it. That in turn further puts off off their large installed base: the one that has been paying the high-margin maintenance charge on a fairly regular basis. Maybe knocking out $29 instruments to hobbyists outweighs the stream of WUP on Mercury installations but at some point they are going to have to make a decision to go completely one way or the other. Because their larger hobbyist base is even less impressed with WUP than their traditional base.Mushy Mushy wrote: Sat Dec 01, 2018 10:46 am I’d love to know how they’re doing. My gut feel, and I’d love to be proven wrong, is they’re the most precarious of the large developers.
PA has probably overcooked the deep-discount sale thing from a sustainable-business perspective but it's more of a franchise operation, so lower fixed costs. They do the storefront and testing and some of their own stuff, but other devs take on the R&D cost. If those suppliers get fed up they can walk (probably) but it seems to be holding together at the moment.
My assumption is:
- NI
- Waves
- U-he