With a good Q2, it might be a good time to open a dedicated thread for Qt.
Thanks again to Inderes for the spot-on recommendation!
Q2 / 2018 figures:
Yep. It was good to be on board with this one. I bought it after Mikael and their coder made a video from the Qt event. Soon the license fees will start rolling in!
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Thanks @Mikael_Rautanen for this!
So, 13-14 out of the 15 largest car manufacturers are clients. This is considerably broader than I expected. It definitely gives me pause for thought in a positive way 
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The part of the interview where the CEO stated that the distribution license component is included in the majority of the contracts now concluded also sounded good. To paraphrase the reference customer’s slogan, this case seems to literally become “the Best or Nothing,” and success in distribution licenses will largely determine the outcome.
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Thanks! It’s great that my and @Yu_Gong’s Berlin trip video and Qt analysis have been helpful. I’m currently writing a new report, an update is coming tomorrow morning!
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Is this event happening again this year? It would be nice to get an update on the atmosphere again. You can learn a lot from sniffing out the atmosphere at those developer days. If the software developers aren’t excited, then the company’s business isn’t going well either. There might also be new product presentations. Video please, again with Yun 
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I own this partly because I believe Qt is a company that will be bought out from the stock exchange. Why would a car manufacturer want this technology to be used by anyone else but themselves?
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If I quickly understood the annual report correctly, the company has its own (proprietary) programming language or environment, the use of which it seeks to expand. The software development tools are made with open source. How does this company make money?
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Simply explained: Qt has a free version and a paid version. The paid version is, for example, optimization for car manufacturers and other hardcore users/companies. This B2B side makes money for Qt. Even though their software is open source, it doesn’t prevent them from selling it in a licensed form to business users.
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This year, the Qt World Summit in Berlin will be at the beginning of December, and we are tentatively planning to attend in person!
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If you develop a commercial product with the latest versions of Qt, you need a license. More information about the licensing model can be found here: Qt Groupin piratismiriski - Inderes
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Here’s the Q2 review video:
14.8.2018 Qt Group’s investor story proceeds on the right path and with a higher coefficient
I think this is a potential target for the model portfolio during winter 2018-2019, if the positive development continues and the risk level decreases. We’ll see!
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Google Gets Foot in the Door for Automotive “Infotainment” Systems https://seekingalpha.com/news/3390950-big-google-push-auto-industry
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This is interesting. Surely, some car manufacturers will accept their fate as manufacturers of dumb hardware and integrate Google into their products - it’s not a bad strategy to focus on making quality and good hardware (i.e., cars). Others will probably prefer to fall in battle rather than let Google’s brand onto their dashboard. The same signs are in the air as what happened with smartphones.
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Car company mindset: “let’s put a computer in a car to make it a better car”
Tech company mindset: “let’s put wheels on a computer and see what happens”
Which one wins.. 
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This was interesting news:
“PEUGEOT’s all-electric concept car combines classic elegance with the latest technology and is ready for autonomous driving. The digital cockpit features 16 displays, the largest of which is 49 inches, and a steering wheel that retracts into the dashboard during autonomous driving. Peugeot used the Qt development environment (Qt-kehitysympäristö) for the implementation of the digital cockpit.”
My understanding is that these distribution licenses are sold on a $/display basis, meaning the more displays in cars, the greater the potential for distribution licenses in the automotive sector.
The Q3 review (a short review is up next) is on Thursday. Q2 was incredible in terms of license sales; as a realist, before Thursday, I must remind myself that license deals can also surprise in the other direction on a quarterly basis.
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I fueled up my child’s portfolio with this. So, it’s for a long-term portfolio 
I’m waiting for the time when all the cars in the world are built with Qt.
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I’m suspicious about Qt because of the question of whether some new technology will replace it. I’m in the industry myself and have noticed that technologies rise and disappear in a very rapid cycle. It feels like new technologies appear monthly. I’m afraid that Qt’s replacement is coming to the market, we just haven’t heard about it yet. 
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This is a relevant threat to any technology company, and I usually frame the issue more in terms of whether the company can adapt to changes well enough in a changing environment. Qt’s technology has been thriving for twenty years, and it has had to innovate significantly during that time to remain relevant. For example, Qt never managed to create a business from mobile (it tried very hard back in the day), but by shifting its strategy to embedded systems (+ cross-platform), it seems to have found the right market niche. In the company’s current business, customers’ product development cycles are long, and Qt is a critical part of product development, so in that sense, the technology is difficult to quickly displace once a foothold has been gained.
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Revenue in strong growth +23% in Q3.
https://www.inderes.fi/fi/tiedotteet/johdon-osavuotinen-selvitys-11-3092018
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