Sony to buy Audeze

Discussion in 'General Audio Discussion' started by AllanMarcus, Aug 24, 2023.

  1. AllanMarcus

    AllanMarcus Friend

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  2. M3NTAL

    M3NTAL Friend

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    Absolutely huge! The MRI gear alone is priceless until someone else swoops in and one-ups the technology.
     
  3. Psalmanazar

    Psalmanazar Most improved member; A+

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    They’ll keep that as overpriced medical tech and ditch the rest in a few years. That’s what Sony does.
     
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  4. M3NTAL

    M3NTAL Friend

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    I think it would be all of Audeze's patents that they are after.
     
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  5. roshambo123

    roshambo123 Friend

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    Whatever it was, I doubt the audiophile business was what they cared about.
     
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  6. mk801

    mk801 Almost "Made"

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    You mean all 6 patents over the past 9 years?
     
  7. netforce

    netforce MOT: Headphones.com

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    Maxwell has been doing exceedingly well for Audeze since its launch and Audeze had made inroads with both Sony and Microsoft with it. Probably not a coincidence that Sony announced the day prior that the new Playstation Pulse headset and IEMs are planar: https://blog.playstation.com/2023/0...e-player-to-launch-later-this-year-at-199-99/

    My hope and guess, Sony leaves Audeze to be autonomous and have tech trickle down to the Sony Interactive Entertainment (gaming) side of the business while being hands off with rest of the company. Stax and Edifier comes to mind as the audiophile brand acquired by a bigger brand that has mostly been hands off the core business. Minus that Edifier STAX Spirit S3 which is still ironically an Audeze made headphone.
     
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  8. zerodeefex

    zerodeefex SBAF's Imelda Marcos

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    Depends on how good their portfolio looks. I haven't done a deep dive, but I suspect they have some fundamental IP in there that's early and generic enough to be valuable.

    Generally there are two types of IP portfolio strategies which are both valid:
    1. Build out a nice collection of defensible patents so you are covered if someone comes after you.
    2. Build out a warchest of fundamental IP that has intrinsic value of it's own.
    Given what I've seen from Audeze in the past, I suspect they may have a little of both with some real gems in there.
     
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  9. caute

    caute Lana Del Gayer than you

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    ya I dont think they after this either, and it musta been a nice lil payday for the c-suite audeze folks...
     
  10. yotacowboy

    yotacowboy McRibs Kind of Guy

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    I've peeked at the FAZOR patent, and (tho i'm not a patent law attorney) it's suitably generic to fall into number #2.
     
  11. mk801

    mk801 Almost "Made"

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    Generic claims with broad claim scopes are ripe for prior art attacks under 35 USC 102 and 103 under post-issuance inter partes review. Generally, claims with broad claim scopes are susceptible to invalidation via prior art or (more recently) enablement attacks. Narrow claims are more difficult to invalidate, but are tough to enforce and are susceptible to design arounds. Additionally, from the few I glanced, it seems that their US patents are largely one-and-done deals, which suggests a strategy apart from #2. I suspect these patents are for defensive purposes.

    Anyways, for Sony's sake, I hope their M&A team had some IP professionals that thoroughly vetted Audeze's IP holdings during the due diligence phase of the deal.
     
  12. zerodeefex

    zerodeefex SBAF's Imelda Marcos

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    I can tell you're a patent attorney and my guess is, based off your feedback, I'm guessing you're in med device. I moved from more big tech-only to more tech for healthcare in my career and it's interesting how the patent counsel profile I've worked with has had to change during that transition.

    I'm not sure if you're done work with Sony's M&A teams, but their diligence efforts are very, very f'ing good in general with regard to IP review. My guess is, if the portfolio was more defensive, Audeze does come with some trade secrets that are considered invaluable and the ability to really accelerate some of the development steps for Sony's next generation stuff. This is about the time in the PS4 cycle when they were looking for acquisitions for PS5 tech (they approached my team at the time for potential collaboration/acquisition for PSVR2 controller tech).

    The whispers I'm hearing is that this was a true acquisition, not an acquihire or something trivial. I suspect the valuation was pretty decent given their funding history. I know they went too all-in on iOS for a bit and had the rug pulled out from under them/ate a ton of impairment from the Apple Store cutting third-party audio accessories post-Beats acquisition, but, having heard from some of the investors who were pitched for their series A in 2020, I think they have been doing quite well. I don't think their board would have taken an exit that wasn't at least middle tier given their growth over the last few years.
     
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  13. YMO

    YMO Chief Fun Officer

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    So does this mean Mega Bass will be a legit marketing term now from Sony?
     
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  14. M3NTAL

    M3NTAL Friend

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    The patent for ANC planar and electrostatic headphones seems pretty important.

    Ninja edit:

    Since both of Sony's new headphones are Planar
     
  15. Lyander

    Lyander Official SBAF Equitable Empathizer

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    One thing that I think could be a great thing coming off this: Audeze has developed a fairly questionable reputation with regard to manufacturing consistency over the years ("unicorn samples" etc etc: https://www.superbestaudiofriends.o...-pre-fazor-unicorn-edition-measurements.1834/, and this persisting to relatively newer stuff like the LCD-2 Classic: https://www.superbestaudiofriends.o...ents-and-impressions.5556/page-14#post-198073), and while I'm not much a fan of how Sony consumer gear's sounded in the enthusiast space (MDR-Z1R has that treble spike and really fuzzy bass, IER-Z1R is just glarey and harsh which is unfortunate because it DOES resolve a lot of information), I think it's safe to say that they've got really tight manufacturing tolerances.

    Being able to consistently churn out unicorn sample-tier Audeze headphones may be interesting.
     
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    Last edited: Aug 25, 2023
  16. roshambo123

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    If Sony leant their manufacturing prowess, perhaps an effect here is planar going mainstream.
     
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  17. Beefy

    Beefy Friend

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    This is exactly my thought.

    Audeze obviously does some *really* amazing stuff, but they just don't seem to have the manufacturing consistency nailed down. Throw some new process engineers to look at the problem from a new angle, and things could get really interesting.
     
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  18. rfernand

    rfernand Almost "Made"

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    I’m very excited about this. Great products with super scaled out manufacturing and sales can only mean a lot more people can afford awesome stuff, which is great for the hobby.

    Imagine a world with $199 planar IEMs.

    Kudos to Audeze and best wishes!!
     

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