What Independent VMS Will Be Bought Next?
The Axis deal confirmed to most everyone that we are in a period of intense consolidation.
In this race, VMSes are the hotter property given their relative limited numbers (not yet acquired).
Here is a list of independent VMSes. Let's discuss which ones might be acquired and who would make a good fit:
- Aimetis (Canada)
- AxxonSoft (Russia)
- Digifort (Brazil)
- ipConfigure (USA)
- Genetec (Canada)
- Lensec (USA)
- Network Optix (USA)
- NUUO (Taiwan)
- OnSSI (USA)
- Salient (USA)
- Wavestore (UK)
What do you think? Who do you think should be acquired? Who do you think should acquire one of these?
JCI has made a bet on Aimetis for their go-to-market VMS. Based on my conversations with a senior JCI employee an aquisition is eminent.
Better question: Who would ever buy NUUO? From my experience with the product its been absolutely terrible both from a performance AND a support perspective.
Acquisition target: Digifort???
Maybe OnSSI should buy one of the other smaller, non-US VMSes and integrate their recorder into whatever higher end functionality exists in Occularis that they actually own. Leverage their U.S. customer base to roll out a Milestone free product. Until then they can't really considered independent.
In any event, they need to have their own recorder, either by writing their own or buying someone else's. Axis might have an extra one lying around now for cheap...
And while in the past the Milestone / OnSSI relationship allowed Milestone to expand quicker and to focus on other markets by saving capital, this is no longer necessary with their new ownership. Milestone will be hard pressed now to leave any money on the table. Without a recorder, Milestone can simply raise the price to OnSSI until their customers come to them, and thereby Canonabilize the OnSSI customer base.
It has to be OnSSI or ipConfigure, right??? Unless Microsoft gets crazy and buys Genetec and (insert camera manufacturer)...
How about Vanderbilt buying Salient?
What more do you want? =)
(Yes, Im from IV)
What about Unisight?
Genetec is the next i beleive !
If i would recommend one it would be Genetec. World wide customers and large presence in north america !
What about Geutebruck
Salient - Milestone should aquire
OnSSI - Milestone should aquire
Just to put my 2 cents in...
I think ipConfigure and Salient are the most appealing and viable for purchase. They are the next inline as far as size, openness, integration with others and customer base ( yes I left out Genetec, I'll explain at the end). Salient is the best bet as they are a bit larger and have an extensive and pretty good sales force in place. ipConfigure has a few high profile customers that make them extremely attractive. ipConfigure also has a great potential because they have few sales people and have been successful despite this.
As for Genetec: they are certainly the largest but they have several things that hold them back. First and foremost they have cultural issues with several items. Genetec would be a very difficult company to absorb and match with anyone else who isn't of the same mindset (if you know them, you know what I mean). I believe their arrogance alone would keep anyone from purchasing them.
What about JDS? or NOT!
who should buy?
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