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Nov 2018 - Insight - Doc # US44435918

Theatro Private Vendor Watchlist Profile: Orchestrating Communication, IoT, and Data Analytics on a Wearable Device

By: Ramon T. LlamasResearch Director, Mobile Devices and AR/VR, Jaclyn Lewis

Abstract

This IDC Insight analyzes Theatro, a company playing in the wearables and unified communications market, and reviews key success factors: market potential, products and services, competitive edge, customers, and corporate strategy. Detailed subquestions make up each of the five success factors, which are assigned a value from 1 (weak) to 4 (strong). Leveraging IDC's expert understanding of the competitive landscape and future outlook, this document provides insight into private companies based on IDC's unique watch score system:

  • Market potential: Market growth potential, strength of competition, and current stage of market (early adopters versus late majority)
  • Products and services: Level of differentiation, disruptive capability, and scalability
  • Competitive edge: Competitive landscape and peer assessment
  • Customers: Number of existing customers, quality of existing customer base, geographic reach, and size of addressable market in the next years given the vendor's current capabilities
  • Corporate strategy: Go-to-market strategy, management pedigree, and financial status (running on venture capital with insignificant revenue versus self-sustaining and not seeking additional rounds of funding)

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