Great reading all of the informative perspectives on the 1H2025 result for AD8.

It doesn’t always matter how well a company is travelling. What matters is the performance relative to expectations and the outlook if it is credible.

In this case the market expected a deeper longer trough. What we got was less of a trough and signs of recovery.

Shorts jumped by a percent just before the release of the result. Hence the jump in the share price when it was better than expected.

I would argue the short thesis is dead, and the long unwind will be a nice boost for holders.

When I posted about the increase in web traffic a few days ago I didn’t expect the chart to start looking like this- 26.3k visits in Feb up from 14.8k in Jan.

This is the investor webpage (product info is mostly on getdante.com), and may be not have anything to do with sales, but a large jump nonetheless.

What caused it? A rec from a stock picker? A bunch of strawman investors hopping on the Audinate webpage to see what the fuss is about?

The trend is your friend.

I sold out mid last year at around $17 when the web traffic fell off a cliff.

The commentary on Strawman a few months ago was all fairly positive - in the expectation business would pick up once backlog inventory cleared.

The web traffic seems to be trending up... I'm back in between $7 and 8.

(Web traffic volume measured through free websites is not always a good indicator of how a business is going. It is more complicated with audinate because it has a second website getdante.com)