Anonymous Person Questions Whether Verkada Will Run Out Of Cash

JH
John Honovich
•Sep 23, 2022
IPVM

Net/net - I am skeptical of this allegation but the person does demonstrate some knowledge and reasonable concerns with Verkada.

They posted this on IPCamTalk, conclusion:

**** $*** **** **** * *****, it ** *** * *********** ******** model.

** ********:

***** *** *** *** **** ****? I ** **** **** *** ***** we *** ******** ** ******* ** many ******, * ** *** *** them ******* *** ** **** *** time ****. **** **** ** ***** burn **** ** **** ****** ***** and ********* ****** (****** *** ****** stage ** *********) *** *** ****** be ******** ** ***** *** * real ******* ***** ***** ********

***** ********:

******* **** ****/* ******* **** *** $80M ** **** (****** *** *** of ***** ******* * *****).$**** *** ********* ******** ** **** and ****. ******* *** ******* ****** Verkada ********* **** *** ********** ****.****, ***** ** *******'* ********* ******, they **** ******* ******** ******.

** ********:

* ** *** *********** **** **** are ******* ****. ** ***** ** that ** ** ******* *** **** desired **** ****** *********. * ***'* see ** ***** ****** **** ***** unit ********* ** ******** ***** *** fundamental ********. ************* ***, ** **** point ****, ******* **** *** *** of **** ***** *** **** **** will *** **** *******, ****** ** what *********, *****, ***. ** ***** a ****. **** **** ****** ******* Verkada *** *********** ******** ********?

** ******* ******** **** **** ** the **** ***.

******* ******** - **** *** ****** right **** ****** $*** ********** ******* ********* ****** *** ******* burned ** *** **** ****, ****** how **** ** **** ** *** clear ** **. **'** ***** ******* raising **** ******* (*.*. ******* *** last * ********* ******) *** **** is ******** ******.

*** ***** **** ****** **** *** factor ** ** **** ******* **** significant ***-******** ** *** **** ** multi-year ******* *********, *.*., ** ** common *** ***** ** ***-*** *** 3, *, *** **** ** **** license *****, ***** ********* * *** of ***** **** *** ****. ***** that's *** ******* ** ****, ** is **** **** ******* ***** **** for ********* *** **********.

******* **** ****** **, **** **** some ********* ****** *** ********* ** Verkada (*** *** ****** ****** *********** made ** ****** *** *** ******** is ** ***** ********).

********?

UM
Undisclosed Manufacturer #1
•Sep 23, 2022

*** ******* ******* ** * *** of **** ** *** ***** ****. People **** ** ****** **** ** the ******** **** ***** *** ***** launching * ********** *******. **** **** also ******* **** ****. ***** **** will **** *** *** *** ********* and **** *** ***** ** ****** to *** ***** **** ****. ** the ******* *** **** ****** **** may ** **** ** **** ** off. ** ***....

(1)
JH
John Honovich
•Sep 23, 2022
IPVM
In reply to Undisclosed Manufacturer #1

****** *** ********* *** ***** **** Verkada *** *******'* ******** ***** ** sounder **** ****'*.

**** **** ****, ****'* *** **** "** **** ** **** **** *** unit ********* **** ****** ** ** big," ***** ** ** ***** ******** to *******, ***** ********* *** ***** (covered ** ***** ** *** ******** report -******* *********** ********).

MS
Mark Simon
•Sep 23, 2022
IPVM • IPVMU Certified

****: *** ******* *** ******** **** is ******* $**** * ****

* ***** **** ** *** *** assumption ** *********. ** ********** **** is ******* ****** ** $**** ** the *****, ***** ** ** $**** in *******'* *****? **** *** ******** cost ***** **** **********, ********** *** such * ***** ***** ************.

$****/********/**** = $***.** **** **** / 12 ****** = $**.**** ******* (** $31M).

$****/********/**** = $***.** **** **** / 12 ****** = $**.** *******

**** ***** *** **** ****** ** months, **** **** *********

$**** / $*** = *.* ****** cash

$**** / $**.**** = **.* ****** cash

$**** / $**.** = **.* ****** cash

*'* ******** **** *** ****** ** 12 ****** **** **** * ******, with **** *** *******.

JH
John Honovich
•Sep 23, 2022
IPVM
In reply to Mark Simon

"*** ******* *** ******** **** ** roughly $**** * ****"

* ***** **** ** *** *** assumption ** *********. ** ********** **** is ******* ****** ** $****

* ***** **** ****** ***** ***-**, including ****** ****, ********, ****, *******, sales ******* ** *** ********. ****, SV ******* ********* ** **** (********** for ***** ****** ** **** ***********).

* ** *** **** ** ********* $250k ** ***** *** * ***** it's ****** ** $**** **** ** is ** $****.

(1)
JH
John Honovich
•Sep 24, 2022
IPVM

******* **** ********** ******* ** ********* account ****** *** *********:

*********** *** *******, **** ****** ** not **** ***** *** *** **** is *** *****. ******* **** **** me **** ******* ** **** **** positive *******.**** *** *** **** *** **** examples ** *** **** ****** ***** to ** **** ** **** ******:*. ******** *** ******* *** *** the *****. *** *******'* *** ****** ******* and **** ***** ******* ******* ** it.

**** ** *********** ** *** **** earthers ******* **** *** ***** ** flat **** ***** ***********. * ***** it *** ***** ******* ** **** brain ** ******** ** **** ****.

******** *** ** **** **** ******!

(1)
UI
Undisclosed Integrator #2
•Sep 25, 2022
In reply to John Honovich

******* **** **********

** ******* ***** ** **********? 🤔

U
Undisclosed #3
•Sep 25, 2022
In reply to John Honovich

******* **** **** ** **** ******* is **** **** ******** *******.

***** ** ** *** **** ** true.

*** **** ** ** **********'* **** comments *** **** *******.

(2)
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