Verkada Has ~3 Customers Per Partner - Thoughts?

JH
John Honovich
•Jan 13, 2023
IPVM

There's always some debates about the number of partners that a manufacturer has, e.g. Milestone Aims to Reduce Partners by 70%.

Verkada has announced new stats (no revenue, no revenue growth percentages), 2 of them in combination are interesting:

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** ******* *** **** **** * customers *** ******* (*.*., **,*** / 4,809 = *.*). **** **** ** have ****, *** **** ****** ******** are *** *** ***, *.*.*** ******* ***** ****** ***** ***. *** **** **** **** ** smaller ** ***** (*** *.*.******** ****** * ******* ********* *******, Am * ****** * ******* ********* Something * ******* ** "*** *****"?).

****** **** ******** ***** *** ************ of **** * *****?

UI
Undisclosed Integrator #1
•Jan 13, 2023

*** ** ************* **** ******** ******* of ******* ******? ***'* ** ******* integrator ******** *** ******** ** ***** the *******'* *******?

** **, ***** ** **** **** importance *** *******, ***** **** ******* have * ***** ***** **** ******** in *********. **** ***'* **** ** build ** ***** ******** ** **** high ******* ** *******. ** ****** want ** *** ******, **** ** through ***/***. ** ****** **** ** installer *** *****'* ****** *********, ******* can **** *** ** *** ******* IT **** *** **** **** * partner.

*** ****** ** ******** ** ***********, so **** ** ********* *** *** goods.

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UM
Undisclosed Manufacturer #2
•Jan 13, 2023
In reply to Undisclosed Integrator #1

* ***** * *** ** ***** points *** *****. * ***** ***** another **** *** - **** *** customer ***********. *** ****** ** ******** matters * *** ** ** ***** to **** ******** *********** **** *** so ***** ******. ******* *** ** pay *** ***** ***********. ******* "******" is ***** **** ****** *** ********** or ******** ****. ** *** ***** of ****** *** ***** **** *** maintaining * ***** ******* ******* ******** the ***** ** ********** *** *********** a **** ********* ******* *******, **** that *****.

JH
John Honovich
•Jan 13, 2023
IPVM
In reply to Undisclosed Manufacturer #2

* ** ******* **** ********** ** jobs ** ******** *** ********* ** partners? ** ***** ** *** **** sell, * ***** ****** ** ** be *************** ***.

(1)
UM
Undisclosed Manufacturer #3
•Jan 13, 2023
In reply to John Honovich

** * ****** ******* ******* ******* I *** **** **** *******: ** territory *** ***** $* ******* ** the **** * *** *****. *** channel *********** ***** $*.* ******* ** that--so *** ***** $*.* *** ****** by ******* **'*.

**** ******* ******** **** ******** *-* deals * *******, **** **** *** closing, ** *** ******** ** ***** the $*-* ******* ****.

****** ******* ******** *******, ***** **% of ***** ***** ***** **** **** partners. ***** ***** "******* *****" ** early **** (***** **** ******* *** number ** ******* ********) **** ***** that ** ** ****** **%.

***** *** **** ** **% *** as **** ** ****** *** ***** are *** ***-******* ***** ** *** security ********, ****'** **** *** ***** and **** *** *** ****'** * SUPER ******* ********* *** ******** ******* PARTNER *** ****** ** *****.

**** **** ********** ******* ***** ** their *********, *** **** ********** ** IT ********* **** ***** ** ********* security ********.

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(1)
U
Undisclosed #4
•Jan 14, 2023
In reply to Undisclosed Manufacturer #3

********** ******* *** ********* ****-******* *******.

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(1)
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U
Undisclosed #5
•Jan 14, 2023
In reply to Undisclosed Manufacturer #3

** **** ** ****** *** ***** are *** ***-******* ***** ** *** security ********

**** ** **********, **** ** *** true.

****, **** ********** **** ***** ******* a **** ********. * ***** ** age **** ** ** *****!

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U
Undisclosed #4
•Jan 14, 2023
In reply to Undisclosed #5

** **** ** ****** *** ***** are *** ***-******* ***** ** *** security ********

**** ** *** ******** **** *** Verkadites/Verkadians *** ** ** **** *** knock ** **** **** **** ******** and***********:

**** **** ********** ******* ***** ** their *********, *** **** ********** ** IT ********* **** ***** ** ********* security ********.

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

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UI
Undisclosed Integrator #1
•Jan 14, 2023
In reply to Undisclosed #5

******* **** ** * ************ ******* geared **** ****** ********-****** *** ********** than ****** **********, * ***** ****** the ******* *** ** ***** **** you ***** ** **, ****** ******* it ***** **** *** ****** ** reach ***** *********.

***** **** ****, * ***** - the ********** ** ******* ***'* ******* of ***. ***** *** ***** *******, as *** **** ********* **** ***** before. ******** ** ** ** ****-******* antics ** * ***** ** "****** old *****" ** *****.

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(1)
U
Undisclosed #5
•Jan 14, 2023
In reply to Undisclosed Integrator #1

**#*: "******* **** ** * ************ service ****** **** ****** ********-****** *** executives **** ****** **********, * ***** expect *** ******* *** ** ***** than *** ***** ** **..."

****'* ******* ** *** ********...

**#* ****: "** **** ** ****** old ***** *** *** ***-******* ***** in *** ******** ********"

***

**#* (***) ****: "******* **** ** a ************ ******* ****** **** ****** decision-makers *** ********** **** ****** **********"

**** **** ******* ***** *** **** demographic.

U
Undisclosed #5
•Jan 14, 2023
In reply to Undisclosed Integrator #1

* ***** *** *** **** *** demographic ** **** ******* **** *** might ***** ** **.

**** ** **** ********* *** ***** for "********-****** *** **********" ** ****?

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UM
Undisclosed Manufacturer #6
•Jan 15, 2023
In reply to Undisclosed Manufacturer #3

**** **** ********** ******* ***** ** their *********, *** **** ********** ** IT ********* **** ***** ** ********* security ********.

*'*************'*******.

***** ****** *********** ********* *** ***** of ********** ********** *** ********** ** intuitive **** **********, *** **** **** had *** ****** ** *** ******* verkada's *******-**-*-******* ******, *** **** **** likely **** **** ****** ** ** to *** **** **********.

***** *** **** ** **% *** as **** ** ****** *** ***** are *** ***-******* ***** ** *** security ********, ****'** **** *** ***** and **** *** *** ****'** * SUPER ******* ********* *** ******** ******* PARTNER *** ****** ** *****

**'* ****** **** **** ***** (********** based ***** ** ********* **********) *****'** been * *** **** *** ***** clients, ** **** **** **, *** you **** ******* ** **** ******* up *** **** **** **** **** ~other~ ******* *** ***'* **** ** spend *** **** **** ******* **** you.

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U
Undisclosed #5
•Jan 15, 2023
In reply to Undisclosed Manufacturer #6

** *** ********** ********** ************* *** the *** ******* ***** ** ******** makers *** ********* **** *******. **** love *** *** *** ***** ********* and ****'** ****** **** ** ***** and ********. **** ** **** *** clueless **** ** ***** ** ********** security.

(2)
U
Undisclosed #5
•Jan 15, 2023
In reply to Undisclosed #5

********* ******** ******** ******, ******* **** up ** ****** *.*. *** ********, are **** ********* ** ********* **** Verkada, *********, *****, ***. **** ** our ******* *** ********* ** *** various ***** ** * ******** ************. From *****-******** ***** ** ********** ***** in ***** ******** **** ********* **** have *** ***** ******* ** ********, sexual **********, ***** ******, ***. ** pay *********... *** ** *** ****.

(1)
(1)
UM
Undisclosed Manufacturer #2
•Jan 16, 2023
In reply to Undisclosed Manufacturer #3

**'* ** *********** ***********, *** * think ******* ***** ** ********* ** some ** *** ****** ** **** strategy:

*) *****'* * **** ****** ** systems ******* ** ***** ** *** world **** **** ******** ** ** in ***** *** **** *****, *** being ********* ** ********* ** **** will ***** *************;

*) ** * ******* ****, *****'*********** *********** *** *********** ** *** industry ** ***** **** ** ******* alone. ***** ***** ***** *******, ***** systems, ***. **** ******** ** ** sold ** ***** ********. ***** ***** that ************ **** ******** ** ** needed.

*) * ******* * **** ***** of ** ******** ****** **** ******* up ** *** ***** **** **** system ** **** ****** *** ***** teams ** ******. ** ** **** products **** ** *** ***** ***/** have ****** **-**** ********** *** ***********, ultimate ******* ********* **** ***** **** to ********, ******* **** ****** **** more.

*) *** ** ***** *** ********** true ** *** **********. ** ******* wants ** **** ******* *** *******-******-***** markets, **** ** *****, *** ****** there **** ***** ** **** *** hit ** *************** *** ******** *******.

*) ***** ** * ****** **** between *** ******** ******** (*********** *** manufacturers) *** *** *** ******** ******* at *** ********* ***, ***** ********** in *** **********. ***** ****** ****'* fans ** *** ******* ******** *** will ******** ** ** *********** ** making ***** *******.

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