Pat Connolly's avatar
$115.7m follower assets
Hardware + Software

What are some examples of companies where the main objective is to earn revenue through software or a platform but they also sell hardware that pairs with their software/platform?

$ROKU revenue split is ~80% platform, 20% hardware
$ALRM revenue split is ~65% software, 35% hardware

Some may say $AAPL has best in class hardware as a method of locking users into iOS…

Surely I’m overlooking a lot of companies using this ‘Trojan Horse’ method of growth
Arjun Banerjee's avatar
Fun exercise. $SQ $PTON $CSCO come to mind
Pat Connolly's avatar
@ban3rg great call on all 3 there
Sidni Standard's avatar
Does anyone know the revenue split on $PTON?
Pat Connolly's avatar
@sidnistandard looks like it’s about 80% products / 20% subscription
ParrotStock's avatar
Still early, but $NNOX fits the bill here as well

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