Sources of Revenue & Profit
Sonic Foundry (SOFO) sells Mediasite recorders as well as highly-lucrative storage and service contracts.
External Trends & Forces
The current worldwide economic downturn is steering students and businesses from traditional delivery vehicles (brick & mortar and flights, respectively) and toward distance delivery technologies.
Rich Media Webcasting Industry
The trend in higher education (in particular) is currently towards blended content delivery.
Sonic Foundry's Durable Competitive Advantage
MediaSite Live! is seemingly the industry leader in this field, with companies such as Accenture and Cisco at the edges of the playing field.