|The threat to their voice recognition business is that Google is not using Nuance, and they are rolling out VR wider and wider. They trumpeted this in their last cc. In the Nuance Q&A a late question was about the business relationship with Google, and Paul Ricci said there's no material relationship with Google. |
The growth areas are medical and other.
In the niche business of processing PDF documents and similar products, there are Apps by competitors for $3 and less, and Nuance doesn't seem to have an App for iOS or Android, regardless of price.
How are they going to compete? Siri has challengers, and if Nuance doesn't have the 100+ languages Google has or will soon have (they were in the high 70s in October), Google will take that market, or Apple will, just like Google is dominant in maps.