$SONO Households
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Dissecting the Markets's avatar
Does $SONO generate recurring revenue from each device it sells?
Invested Thought's avatar
@dissectmarkets No recurring revenue yet. They say they plan to layer some services at some point but I’m mostly skeptical about it. A lot of customers do buy more than one speaker though
Beaver Capital's avatar
Do you think $SONO gets bought out? If so, who would be the purchaser?

I think this is a great business and they have an incredible product.
Invested Thought's avatar
@beaver_cap I’ve thought about this a lot. It’s always a possibility but based on Patrick Spences idea for the company I don’t think so. Individuality and a culture built around a smaller competitor to big tech makes it unlikely (I think). At the end of the day I think it makes a lot of sense for someone to do (Apple for one), but I just don’t think Sonos would really want to play ball.