I feel most of their software development could be done from home. My own software team all work from home and if anything we're more productive now due to not wasting time traveling to and from the office and all the exhaustion and stress that causes. I had some employees who had to travel for an hour each morning and evening to/from work and that just sucks.
Also a fringe benefit to working from home is employees are able to work outside of normal hours on things. When you're writing software and you're in the zone you don't want to stop, you want to chase that motivation you have in the moment. So if you're up at 2am at home coding that's your prerogative and it wont happen in a physical work space, it's just not possible to travel into work at 2am to knock out some code. You clock out at 6 PM and go home and hope you still have that motivation the next day.
And you know sometimes I might code something on a friday, go home and when I come back on a monday it takes me an hour just to read the code and remember what it was I was doing with it. That's just not a thing now that I code from home because I stop and start projects on my own time, I might take a 15 minute break and come back to it. I might do some over the weekend just because it's enjoyable.
I can't speak to the experience for their workers who do hardware, I imagine it's a lot harder due to the need to produce prototypes, accept a lot of physical deliveries from component providers etc but for most software I think they could go remote and if anything produce better software, I speak from experience in that it didn't just work for us, it made us better.
In my own University IT department, sick time and other time off (e.g., waiting for deliveries or whatever) is down by 30 percent with zero loss in productivity.
As long as you have grown-ups not taking advantage, work from home works brilliantly for many.