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Innovation!!!!
From this crew…
Yeah, their logo screams INNOVATION…
Ah no… I’m sorry… was INNOVATION who was screaming while seeing that logo…
My crystal ball says to expect some layoffs and a substantial price increase in the near future, but I could be wrong. :/
Did the Carlyle Group or Hg looked like a screaming innovation company? The foundry was owned by those private equity firms since 2011. So, not sure if the new owner is any different from that…
Yeah, it’s more like an investment for those companies. Hoping for The Foundry to increase in value to sell it off to the next highest bidder.
I’d imagine it would be a hard sell to make Nuke any more expensive than it already is. Maybe they will lower prices to sell higher volume to a larger demographic? Nah. $500 a month rental only. Eat it peasants.
to be back at zero, Roper needs now to sell 103850 copies of Nuke or 47218 copies of NukeStudio (at full price).
This is, I think, the sum of all Autodesk M&E customers after 20 years of business.
Why would it be hard?
There is 0 competitor.
Roper is expecting $75mil/year from Foundry.
If Foundry increase price 25%, what would you do?
Continue using BMD Fusion until SideFX gives COPS an overhaul, then watch SESI start slowly dominating another industry giant? Wishful thinking, but I hope the zero competition won’t last long-term given Foundry’s current licensing costs for Nuke.
Fusion is dead.
Houdini is not cheaper than Nuke. Nuke render node price is a lot cheaper than Houdini node price.
These are two questions. And one speculation (Roper expects). About the speculation: one recession, like in 2008, and the calculation deviates in negative.
First question: it may be hard because it persumes you have each year 20.000 new generated VFX Artists/Seats. Correct me if i am wrong, but Studios who have Nuke, they sit on it, they don’t buy each year a new seat. Renting is probably a good incoming source, but i can’t imagine it produces 75mil per year. VFX is a small market, even if it looks huge.
Second: I don’t know. Following the liberal capitalism rules, I would start looking for a replacement. Everything and everyone is replaceable.
I think there is something else behind this deal, the profit margins from sales look for me very implausible.