What Independent VMS Will Be Bought Next?

I have heard similar comments about the JCI / Aimetis relationship. If it happened it would make sense, JCI is big enough that they could benefit from having their own VMS, Aimetis gets a liquidity event.

We've been disappointed by NUUO. Their primary VMS, Mainconsole, is not very good and hasn't much improved in years. However, their newer Crystal / Titan offering is significantly better.

Btw, NUUO is publicly traded. Their market capitalization is ~$33 million USD, down more than 70% from their high earlier in 2014. NUUO's 2013 revenue was ~$17 million USD and, for the first 3 quarters of 2014, revenue was down ~10%. Also, profits were down sharply, which is probably what pummeled the stock price.

The net/net is, if a manufacturer is going to buy a VMS, there are likely less expensive offerings elsewhere for similar or better software feature sets.

Where is OnSSI getting the money to buy another VMS? Seriously, I don't imagine OnSSI or any smaller, non-public, independent VMS has the means to buy another company.

That said, to your meta-point, what does OnSSI do long term given its dependence on Milestone?

It's never been clear what the Milestone / OnSSI terms were but many indications appeared it was a sweetheart long term deal. Of course, it can't be forever, can it?

This is a first, a manufacturer is now predicting on IPVM that they will be sold. Thanks Smartvue!

"What more do you want? =)"

Well, to fit in this discussion, it would be nice if IndigoVision was actually an independent VMS :)

But IndigoVision actually would make an attractive acquisition target if simply because of its relative inexpensive valuation. The company's market cap is actually lower than its revenue (market cap ~$46 million USD vs $50+ million USD annual revenue). The company has recovered from its crisis a few years ago and is profitable.

I had not heard of Unisight before. I see them listed as OEM partners of Dahua and Hikvision. Does Unisight primarily OEM / resell software to manufacturers or?

Geutebruck is a 'solutions' provider, offering recorders and cameras, so they would not fall under this list. Also, they would not make as much sense for a camera manufacturer looking to expand, given that they sell (or OEM/ODM) their own cameras.

I have no idea if they would sell or not but it falls outside of the trend right now, which are independents being snatched up.

Milestone acquiring OnSSI (through / via Canon) is an interesting one. The main benefit would be consolidating overall market share and it could be attractive and relatively straightforward to get OnSSI customers to get standardized on an all Milestone offering.

That said, would OnSSI sell? For how much? And would Canon / OnSSI agree?

I think that OnSSI should be looking for an exit as the market is getting harder for every independent both because of the IP transition becoming complete and their partners being bought out.

I don't get Milestone buying Salient, it's a completely different and competitive product.

"I believe their arrogance alone would keep anyone from purchasing them."

And Axis is the salt of the earth? :)

Whether Genetec or any company is arrogant, I doubt that will keep them from being purchased if they agree. Now, maybe arrogance makes a company refuse to take a deal (See Vision, Arecont), but I presume big buyers would take the point of view, "Hey, we are going to take out management anyway, so we can change the culture, make it work, generate a return."