We somehow missed The Kudelski Group’s first half 2023 results published a fortnight ago. It was another rollercoaster six months for the Swiss security specialist – traversing steep inclines in segments including IoT and Cybersecurity, to offset another sharp plummet from the Digital TV carriage. If an impressionable newbie to the industry were to take a shot in the dark at the state of the Kudelski affairs purely from a video business standpoint, they would digest the last six months of customer press releases and crown H1 2023 a resounding success. After all, its Nagra business unit has successfully won recent contract extensions with majors including Tele Columbus, BeIN Sports, Zee5, Telefonica, Canal+ Telecom, e.TV Openview in South Africa, and…