Follow all of the posts about Duo From mid 2017 Raising $10's of millions in private investments, IPR loss, Liable for Trustwave OOBA , in the process of negitiating settlement, court docs. with emails and paper trail within Duo bad mouthing SFOR to take clients using SFOR's IP.
If you follow the time line of how everything has happened to Duo you can only question the "timing". Listen to Kays interview and how excited he is about Cisco.