Audinate Group Limited

ASX:AD8

Audinate Group Limited

ASX:AD8
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Reports (21) My Report Forum Investors
Forum Topics AD8 AD8 Dante AV vs NDI

Pinned straw:
Slomo
Added 9 months ago

The annual RH Consulting annual survey is out today showing progress in the Pro-Audio over IP and Video too.

https://rhconsulting.uk/blog/networked-audio-products-2025/

Dante’s dominance in the Audio market is still growing.

They have now grown to > 14x the adoption of nearest competitor (RAVENNA) by products in market.

Dante enabled Products grew just 6% YoY, the lowest rate in 5 years.

But OEM’s grew at 14%, the second highest in 5 years.

A few reasons for this given in the report, which make sense and no cause for concern.

Endpoints out there in the ecosystem are arguably a more important metric but they’re not shown here.

Video is another story

NDI continue to dominate by products and OEM's signed up but AD8 still growing faster of a much smaller base.

Video market is probably 15 years behind audio and there remains a lot of fragmentation in standards due to bandwidth and legacy issues.

Feels like this will be a slower grind than audio but that’s still not the full picture.

As @mushroompanda has said in the past, NDI is the baby gorilla in the video jungle (paraphrasing) but it’s on the other side of the river where NDI dominates broadcast – albeit still only a small % is penetrated.

Dante is going after the larger installed AV part of the market – which aligns to its background and dominance in audio.

Plenty of runway for growth in Video for Dante but plenty of technical and non-technical challenges to overcome too…

Disc: Held
mushroompanda
Added 9 months ago

Thanks for the tag @Slomo. I've had a quick read through now.

I feel the main weakness of this report is he misses a bit of nuance in the numbers.

  • He mixes proprietary protocols with industry/open standards. Audinate competes with other proprietary protocols. Open standards are not competition and in many cases Dante support these standards. The numbers for open standards are also inflated because everyone supports them.
  • He classifies encoder/decoder products as a sign of "immaturity". I get his point - the immature use of these protocols is to use them as a cable distance extender. But AV Video is mostly decoders. And broadcast Video is mostly cameras - so automatically AV uses are tagged "immature".


It's NDI vs SDVoE vs Dante AV in video. Hence why I say it's a two horse race between NDI and Dante AV.

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SDVoE is stagnating

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37
mikebrisy
Added 9 months ago

@Slomo thanks for posting and @mushroompanda for clarifying the open v. industry bit, which I missed altogether.

Audio speaks for itself, but in Video, NDI and Dante are both inflecting upwards, underlining relative market immaturity, with Dante increasing share significantly since the data series began. The game is afoot, and very much alive I’d say.

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