Not sure what you mean, but if the ENTIRE ST team went to CEDIA and walked around and saw just who is their historical competition, they would see that they are so far behind in so many ways compared to Crestron, Control4 and others.
However, with that said, ST is on the right path and if the next couple of moves are done right, they will start to create new markets in the low end and middle end markets for HA and IoT.
ST has major challenges ahead of itself, the biggest of which is that all the big boys in this high end space realized their customer isn’t the end user, but a dealer in the middle. Most of the high end HA providers will probably never sell direct to a consumer or allow much or any DIY in their systems.
I know a lot of dealers in this space, most don’t know how to program, so they aren’t going to to the integration into ST. The manufacturers have to and why would they allow cheaper and easier devices into their ecosystem. That would be like Apple allowing Android apps to run on an iPhone.