OK, the CFO resigned and sold every last share he had this year.

Put down my thoughts about Audinate and how I think about the current situation. No idea if I am right or wrong but there it is.

https://www.growthgauge.com.au/p/audinate-asx-ad8-fy24-result-preview

Audinate announced that Dante AV hit a major milestone with 50 manufacturers

Audinate Group Limited (ASX:AD8), developer of the industry-leading Dante® AV-over-IP solution, announced it now has reached 50 manufacturers licensing Dante AV technology to build networked video devices. Kramer, Blustream, Magewell, Kiloview, Zenwin, Aavara, and Infobit AV are a few of the most recent partners that have joined the Dante AV ecosystem. There are now over 60 products available or soon to launch, including cameras, encoders, and decoders.  

( as compared to the end of FY23 figure as following screenshot of 34 OEM brands)

https://www.avinteractive.com/news/audio/three-things-you-should-know-about-audinates-strategy-19-10-2023/

AD8 released FY23 result this morning and it is as expected amazing result.

Revenue

Cash Reciept

Expense

Operating Cash

Audinate released a presentation today and I found this slide very encouraging ( I don't remember seeing this before)

The number of ODMs is a sign of new products coming into the market soon. workflow as per Audinate is:

and they also mention

RH Consulting creates reports every year for AV networked products. There release their report for 2023: https://rhconsulting.uk/blog/networked-audio-products-2023/

Some of the highlights:

Audio over IP

Video over IP