Interesting article about Who Masimo should sell Sound United Brands to

heiney9
heiney9 Posts: 25,396
"Appreciation of audio is a completely subjective human experience. Measurements can provide a measure of insight, but are no substitute for human judgment. Why are we looking to reduce a subjective experience to objective criteria anyway? The subtleties of music and audio reproduction are for those who appreciate it. Differentiation by numbers is for those who do not".--Nelson Pass Pass Labs XA25 | EE Avant Pre | EE Mini Max Supreme DAC | MIT Shotgun S1 | Puritan Audio PSM136 Pwr Condtioner & Classic PC's | Legend L600 | Roon Nucleus 1 w/LPS - Tubes add soul!

Comments

  • pitdogg2
    pitdogg2 Posts: 26,922
    edited July 2024
    That is a GREAT article Brock, thanks for posting, I cannot argue with any of it, it has been a dumpster fire of a business plan with Masimo.
  • mhardy6647
    mhardy6647 Posts: 34,913
    Yes, very interesting piece. Thanks very much for sharing the link!
    Andrew Jones & Polk -- could be fun.
    Apple and Sound United brands... no. oh, lordy, please... just... no.
  • mrbigbluelight
    mrbigbluelight Posts: 9,878
    That's not an article. That's an opinion piece

    Well...Duh 🙄

    Viking, we need a grammar and logic check on Aisle 3 please 🤔
    Sal Palooza
  • txcoastal1
    txcoastal1 Posts: 13,499
    Masimo has been battling with Apple for a decade. Masimo should have been a supplier to Apple tech instead of an adversary. Like it or not Apple owns the largest market share of health oriented watches as it is a small part of the whole pie and integration to PC, tablets, and phones

    Masimo could have contracted and partnered the HEOS to develop for the Apple devices for a fraction of the cost.

    Masimo is not an investment group for audio as you can see…time to change CEO’s IMHO
    2-channel: Modwright KWI-200 Integrated, Dynaudio C1-II Signatures
    Desktop rig: LSi7, Polk 110sub, Dayens Ampino amp, W4S DAC/pre, Sonos, JRiver
    Gear on standby: Melody 101 tube pre, Unison Research Simply Italy Integrated
    Gone to new homes: (Matt Polk's)Threshold Stasis SA12e monoblocks, Pass XA30.5 amp, Usher MD2 speakers, Dynaudio C4 platinum speakers, Modwright LS100 (voltz), Simaudio 780D DAC

    erat interfectorem cesar et **** dictatorem dicere a
  • mrbigbluelight
    mrbigbluelight Posts: 9,878
    He wants a partner to bring in $1B to help with funding

    Based upon his past performace and leadership skills I assume that hedge fund managers are fighting tooth and nail to
    supply Senor Kiani with unlimited funds for whatever projects he envisions.
    "Kiani the Magnificent" is how he is viewed, I'm sure
    Sal Palooza
  • mrbigbluelight
    mrbigbluelight Posts: 9,878
    I should have posted a "WARNING: SARCASM ALERT" on my previous post.

    Sal Palooza
  • Emlyn
    Emlyn Posts: 4,620
    One thing to follow is if the company is producing new product across it's A/V product lines. I'm not tracking all of them, but seems not much new introduced recently from the couple I do follow. Would require R&D and marketing money allocation.

    https://www.masimo.com/en-us/content-pages/audio-brands.html

    Last post to their Youtube training channel was 3 months ago.

    https://www.youtube.com/@SoundUnitedTraining/videos
  • mrbigbluelight
    mrbigbluelight Posts: 9,878
    Management is considering returning to an earlier, yet very effective, training regimen.

    https://youtu.be/ax7wcShvrus?si=aXgMDKHvJQZ6MUB2
    Sal Palooza
  • mhardy6647
    mhardy6647 Posts: 34,913
    Kex wrote: »
    This just in:
    Glass Lewis Highlights Urgency and Need for "Swift Investor Action" at Upcoming Meeting Given the "Restricted, Myopic and Poorly Monitored Process" To Separate Masimo’s Consumer Business That Has Been "Spearheaded by Mr. Kiani"

    Concludes There Is a "Wealth of Evidence" That Mr. Kiani "Runs Roughshod" Over the "Largely Self-Selected" Board Which Remains "Seemingly Disinterested" in Accountability and Oversight

    Notes That the Stakes Are "Substantially Higher Than Last Year" and That Addition of Both Politan’s "Highly Credible, Capable and Independent Nominees" – Darlene Solomon and William Jellison – Is Necessary To Help Masimo Address Its "Battery of Oversight Issues"

    Wow. "they" certainly cornered the "market" on "spurious quotation marks"!
    @Viking64 -- heh. Beat "you" to "it". B)
  • This thread has some great perspectives, and I wanted to add another angle for discussion.

    With Bose recently acquiring McIntosh Group, which includes McIntosh and Sonus faber, it seems like a strategic move to bolster their presence in the premium audio market. Given this, could Bose also be eyeing Masimo's consumer division (formerly Sound United)?

    A purchase like this would position Bose as a major player in both the lifestyle and premium segments, bringing brands like Denon, Marantz, and Bowers & Wilkins into their portfolio. It could help them compete more directly with companies like Harman, especially as the market shifts toward integrated ecosystems and high-end solutions.

    What do you think? Would Bose find value in such an acquisition, or is it too much of a stretch given Masimo's current challenges?

    Looking forward to hearing your thoughts!
  • msg
    msg Posts: 10,450
    I have to wonder at whether having all the brands under one umbrella is a good thing.

    What if someone aggressive trying to make a name for himself and with no appreciation for refined audio were to decide the higher end product lines are too niche?

    We could see people who don't really know what they're doing begin to axe the best audio products and the lines some of us enjoy. Worst case, kill a brand entirely?

    You guys ever heard this term?
    https://en.m.wikipedia.org/wiki/Enshittification

    I disabled signatures.
  • VR3
    VR3 Posts: 29,384
    Is this like the battle of chat gpt
    - Not Tom ::::::: Any system can play Diana Krall. Only the best can play Limp Bizkit.
  • msg
    msg Posts: 10,450
    How's that?
    I disabled signatures.
  • VR3
    VR3 Posts: 29,384
    Just a bunch of bots talking to each other
    - Not Tom ::::::: Any system can play Diana Krall. Only the best can play Limp Bizkit.