There’s also a discussion about a subscription-based service and a deeper focus on AI.
This line made me think that maybe the subscription was a different thing? So I googled and found this interview: https://www.theverge.com/24206847/logitech-ceo-hanneke-faber-mouse-keyboard-gaming-decoder-podcast-interview:
I’m going to ask this very directly. Can you envision a subscription mouse?
Possibly.
And that would be the forever mouse?
Yeah.
So you pay a subscription for software updates to your mouse.
Yeah, and you never have to worry about it again, which is not unlike our video conferencing services today.
But it’s a mouse.
But it’s a mouse, yeah.
I think consumers might perceive those to be very different.
[Laughs] Yes, but it’s gorgeous. Think about it like a diamond-encrusted mouse.
Okay...
Also from that interview:
Some only have a mouse or only a keyboard, but many of them have both. But the thing that shocked me was that the average spend on that globally is $26, which is really so low. This is stuff you use every day, that sits on your desk every day, that you look at every day. That’s like the price of four coffees at Starbucks or less than a Nike running shirt. There is so much room to create more value in that space as we make people more productive — to extend human potential.
Guys, you are not giving Logitech enough money! You can do better!