As is generally understood, the short term is not looking great. Management reiterate "The long-term outlook for Audinate remains positive".
"The outlook for FY25 was somewhat of a disappointment for us, because we had become
accustomed to much higher growth rates year after year. But it’s here that there is also a good
news/bad news message in our findings. The bad news, as we have previously communicated,
is that we expect 2025 to be a transitional year, as our OEM customers continue to work through
their backlog, and we wait for end-user demand to pick up the slack and reaccelerate future
orders. As of right now we are expecting this to only take a year, but obviously that’s a projection
that could change in the future."
AD8 AGM
I would think that this is already baked into the share price, but lets see.
