Blackmagic Design stated that unfortunately they have to raise their prices due to shortages of components, increases are pretty significant. Will prices ever come back down?
ASKED BY · John Melms · MADISON, WISCONSIN · 21 OCT 2026 · ▶ 00:00:22
Price increases rarely reverse; once companies increase revenue, they use it for staffing and expansion, not rollbacks; growth is the business model expectation.
Prices may not decrease until after 2030-2031 due to memory availability constraints and data center buildout creating a multi-year backlog.
Prices are unlikely to come back down; companies typically maintain higher revenue through increased staffing and initiatives rather than rolling back prices.
Best case scenario is companies maintain prices year-over-year and market improvements without price reductions.
The ATEM Mini Extreme price increase of 54% is significant; this high volume product will be where Blackmagic makes most of its additional revenue.
Blackmagic has historically rolled back prices in the past; while unlikely to return to original prices, price adjustments are possible if sales decline.
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0:16Alexander, what's the first question that we have? First question this morning is coming in from the QR code submission. We have John Melms in Madison, Wisconsin, asking Blackmagic Design stated that unfortunately they have to raise their prices. Due to shortages of components, increases are pretty significant. Will prices ever come back down? Jeff? John is one of the funniest comedic writers I think we've had in a long time.
0:45Or, by asking if prices will come back down. Or, John, I have some bad news about the Tooth Fairy and Santa. So, no, when does that ever happen? But let me show the post that John is talking about. And now, I must say, you know, I don't know who's doing the marketing for Blackmagic either. You know, if you start your post with, unfortunately, that's not a good way to start.
1:15You want to tell, you know, you want to do like Apple and tell everyone what a great thing it is of all these great new components with only a minimal price increase. So, they don't take that approach. They just give you all the things that are going up and they tell you right there. I mean, they're being transparent. They're telling you all the new prices and exactly how much is going up.
1:38So I guess they figured this is the rip the Band-Aid off approach. But I can't see prices going back down on these things. Mr. Francis. The price that changed that really stood out to me was the ATEM Mini Extreme that went from $19.95 and increased $1,095, a 54% increase in price. Wow. Yeah. That one's going to hurt. And that's probably the place where they're going to make the most money
2:11because they're going to sell a lot of those. And that's the Mini Extreme ISO? The G2 ISO, yeah. Yeah. Courtney, what's your thoughts? Yeah, I was looking at the prices and thinking about, well, when will they come back down again? Ooh, maybe after 2030? Because everyone's saying memory prices, this is because of memory availability constraints in the industry because of all the data centers that are being built worldwide,
2:42even though a lot of people are going, not in my backyard here in the States. Other places are going to be building them like crazy, and they also need memory. So they're 60% – what did he say? They're 60% overdrawn for the next – they're 60% above what they can deliver right now. The orders are 60% above what they can deliver with all the manufacturing running full speed.
3:07So that's going to create a backlog for several years. It will take them at least four years, three years to four years to build another fab to manufacture memory. So we're not going to get out that way. So I don't know. I don't think it's going to come down until after 2030 or 2031. What's your thoughts, Bill Davis? I'm trying to remember back.
3:29I'm trying to remember if there has ever been in my career a price that got raised and then got lowered later. Hard drives, 2010. What? Hard drives. Hard drives took a spike. Commodity price stuff, like hard drives. Commodity price stuff, but general cost of living stuff tends to keep rising. And having been in executive suites and watched some of these discussions, for the corporate entity that's making these stuff, it's all about their ability to react to things and to run their company the way they want to.
4:03And once you get extra revenue coming in, the idea that you're going to turn back the clock and give it – let's say you've got a 10% increase in revenue over the course of this. You're going to staff up. You're going to buy more machinery. You're going to have more initiatives happening through the company because we can, quote, pay for it. You're never going to, if you lower the price, ratchet those things down.
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