Jumping on the speculation train! LIFX absolutely seems like the right fit. If BUD has managed to pull it off IMHO it is the dream acquisition. I believe they are only second to Phillips globally in the smart light space, and that have a superior product. They would also give BUD the control over and above the monitoring, which is something they have always lacked.
On top of this it's all about voice activated digital assistants (Like Alexa) at the moment. A recent article (I believe in the AFR?) commented that more than 25% of US adults will use one of these devices next year. With lighting being the number 1 external device type that Alexa users are connecting to their systems.
Major retailers like Amazon are selling LIFX light bundles with their Amazon Echo device. This could makes LIFX a nice match/ bundle for additional Ohm services like energy management etc? IMHO... DYOR
BUD Price at posting:
9.5¢ Sentiment: Buy Disclosure: Held