RE:RE:RE:Conference callHamRoveJr wrote: anything about the patents?
They mentioned 80 patents or so were licensed to 19 companies at the moment, with potential for a pool of 500 patents that could be interesting to even more licensees in the future. No forecast for immediate growth of the licensing business but they'll take their time to "measure twice and cut once", then grow significantly later on.
They reminded listeners that the main goal of the patent portfolio was to grow from 2% market share to domination through further innovation and differentiation.
My personal take is that having the strongest patent portfolio enables the R&D department to innovate freely without working around patents or worrying about any kind of show-stopping litigation down the road. When too many companies possess pieces of the puzzle, innovation is limited by legal rather than R&D resources. In that sense, patent concentration bodes well for Avigilon and its customers.