I attended the Altium technology day where management outlined their plans.  Key tak-outs were as follows :

• Their strategy is to transform the industry through dominance - this indicates an unwavering desire to crush the competition 
• IoT is the new "gold rush", so Altium is focussed on building a better spade to help IoT manufacturers dig better
• Their new product is looking to consolidate the three key segments of the industry - electronics manufacturing, design and parts supply
• They are targetting to double their user base by 2025 (from 50k to 100k)
• They are also looking to mitigate some of the industry players risk from design to production by creating financial instruments that help 
• The sales strategy is to have strong account based management with deep relationships with customers and understand the end user needs - this is meaning that they will use fewer distributors if any so that they can control the sales cycle

All in all, the long term thesis is very interesting and definately a long term hold