Erm... I think you are all over the map on this one in an attempt to somehow relate your dislike for Verkada's licensing model to a cost-of-sales methodology.
"Milestone [is] only selling one lower priced part"? How much is a typical Milestone average order? I'll wager it is mid 5 figures with a handful, per year, in the 7 figure range. I'd also bet that Verkada's average order is in the high 4 figures (very much lower than Milestone's). This goes to sales efficiency (which is part of corporate profitability). Higher average order values means you need few salespeople, order processors, finance people... Plus, if Milestone is really one selling "one" lower priced part I know a good VP of Sales they should hire as they are missing out, and doing their customers a huge disservice.
*** **** ** **** **** ** the ******* **** ** ***** ** profitability ** * ****. *** ***** major **** ** *** ****** ****** margin (*** ****** *******) *** **** sold. ******* **** **** ****** *** think, ******* ********** ** ******* ******* by *** **** ** ******* *** goods (*** ****** ***** * ******* could *********** **** * ******* *** based ** ********* *** ***** *****) and **** *** ******/********* **** *** (usually ******* ** ******** ***********).
******** ****-***-**** ****** ********** (*******, ****, processors, ********, ********...) *** **** ****** that *** * ******** ****** ** the **** ** ******* * ****** is *** **** ******. *** **** units ** ********** * ******* ********* from * ******** *** ***** ***** each ********** ***** **** ****. ********** camera **** ******* ***** ** ***** company ******* (*** **** ***** ***** math ***** **** ******* *** ***********) it ** * **** ********** **** Axis, ******, *******, *****, ** ** manufacture *** **** ******* **** *******, thus ****** **** ** **** ***** (possibly **** *****) **** ** *****.
** *** **** ****, ***** **** lower **** ********* **** ****** **** than ******* *** *** **** ****-***-**** hardware. **** *** *** **** **** Axis ********* * **** **** ******* their ***** ** **** ******? *****?
**, ** ***** **** **** ***** to ***** * ****** *** **** sell ** *** **** ***** **** Verkada ****** *** ******** ********* ** the *********** **** ********** *** **** than ******* ** * *** **** basis. ***, ** **** ** *** largest (***-***-***) ************ ** *** *****, the ****** ****** ***** ** ****** significantly ********** ** ***** ** ****. Can ** ***** **** ** ******** sales, *** ************* ******* ***** ****** the ****** *************?
** ***** ** ** **** **** beef ** **** *** ********* ***** (as ** *** ****** ****). ** this ** *** ****, *****, ** is *** ****** *** ***** ****** (cold *******). ** ** **** *** term ** *** *******. ********* *** could *** **** ********* ** *** worse **** ******** ** *** ****** industry ** *** **** (******) **** is ******** ********. ***** **** *** moved ** '*****' ********** ****'* ***** users ** *** **** ********* ** Verkada *****? *****, ******, ********, ***** services... *** ******* ******* *************. *** same *** **********, ******, ***, ******, Spotify, *******, ****...
***, ******** ** **** ********** **** time **** *** ************/********* **** **** the ******* ******* ****** ***, *** resell *** **** '*******' ******** *****. Remember, **** **** *&* *** ********, software ***** ** *******, ******, ********, improved, ******... *** ****** *** ***** sale... *** **** ** ** **** on * ********** **** ***** (***** no *** **** ****** *** ****** development ****). ** ***** ** *** appear **** ******** ****** ****** ****** margins, ********* (***** *** ***** * - * ***** ***** ***** ****) this ** *** *********** ****. ** for **** *** ******* ********, **** is * ******** ****** **** **** made. ********* ********* **** **** ******** for ******** *** ************ *** ***************, and ********* *** ******** ********* *** updates ***...
***** ****** ** **** ** **** real ***** - **** ****** **** a ********* ***** ******* ******** '****-**'. This ** ****** *********. *** **** OF ****** ******* ******** ****-**. ** doesn't ****** *** ******** ** ***** or... ** ** ***** **** ** change (**** ***** ****** ***** ** 'perceived ****') **** ********* **** ****** to *** ** **.
**** ** ** ******* - **** people **** ** **** *****. *** 'pain' ** ****** ** **********, *** daily ***********, *** **** ** * new ********... *** ****** **** ** a *** ***** ** ****... *** contribute ** ****** ***** '******-**' ** their ******* *********. *** **** *** be **** **** *********. ** * user *** ***** * ******* ******** dollars ********* *** ************ **** ********, are **** ****** **** ***** *** it *** *** ********* ****? *** consider **** *******. ** * **** has * *** ******* ******* *********, the **** ** ******** *** ** them *** ** **** *** **** to ******. **** ** ***** *** be ********** ******** '****-**'. ****** ** both ** ***** ********, **** ** the ******** *** ******, ******* **** nor ********* ***** **** *** **** much ** **** ******* *** **** on *** ******** **** *** ******* has * ***** ******* ****** **** licensing. ****, *** **** ****** / resale ***** *** **** ****** ********* is *** **** ***** ** ************* are *** ****** *** ** *** customers ********** **** *********.
**** ** ***** *** ******** ** do **** * ****-******* ***** *****. Axis, *********, ** ** *** **** as ***** ******* *** **** *** first ****. **** ****** **** **** profit *** ****** **** ******* **** Verkada **** ** ***** *******. ****, Milestone, ** ** ****** **, ** not, **** ********/********, ***** ***** ** more ********** *** **** **** *** long ***.
**** ******* ** ***** ******** ** dollars ($**+?) ** **** *** ***** show **** *** ****. **** **** shows **** **** ******* ** *** year? ******* ****** *** **** ******** of ******* ** **** *******. ** is ****** * ****** **** ********* make **** ** ***** ** ***** preferred ***** ******.
******: **** ******* *** ***** **** an ******** **********:** *** ***'* **** ***** ****** To **** *** *** ***** *** Suggest **** *** *** **** *** They *** *** **** **** **** To *****?
* **** **** **'* *** **** since ** *** ** ****.
*** ** ***** **** ****:
*** *** *** *** ** ****? Milestone "*** * *******" - *.*., $50,000? "*******'* ******* ***** ** ** the **** * *******" ** $*,***?
** *** ****** ***** *** ******* Milestone ***** ** *** **** ** Verkada? *** *** ******* **** ****** I ******* *******? * ** ****** radically **************** *** ** *** ** us ** ********** ***** *** ** you *** ** **** ******** ** your ******* ***** **** *****, * can ****** *******.