Subscriber Discussion

Win $500 - What Company Will Be Acquired Next?

Avatar
Brian Karas
Jan 16, 2017
IPVM

More consolidations/acquisitions were one of the main themes predicted for 2017.

Make a prediction on who will be acquired next and win $500.

We ran a similar thread in 2013: Win $500 - What Security Company Will Be Acquired Next?, nobody won the $500 (since VideoIQ was acquired next but no one picked them), so we will make that same offer again, similar rules to the previous contest:

  • Acquisition target has to be a company previously mentioned on IPVM
  • One guess per person for first acquisition
  • Must guess using your real name (you can guess "Undisclosed", but won't be eligible to win)
  • If multiple people guess the same company the pot will be split evenly
  • Payment via PayPal

Also, what will be the largest acquisition in 2017? (No prize for this one, just guesses)

Submit yours now.

EP
Eddie Perry
Jan 16, 2017

gonna be hard to pick the first one as their are so many "security" companies out there.

but WTH largest and first acquisition pick is HikVison buying Avigilon

that ought to stir the pot a little

(4)
MT
Matt Transue
Jan 16, 2017

Sony will fully acquire Bosch.

JH
John Honovich
Jan 16, 2017
IPVM

Matt, you mean just the video surveillance part of Bosch?

Btw, so far, it has been the other way, the plan is for Bosch to primarily take over Sony's video surveillance offering.

MT
Matt Transue
Jan 16, 2017

Yes, I meant just the surveillance side.

I see one of them taking the other over...I wouldn't be surprised if it's Bosch over Sony.  Neither would really shock me :).

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Luis Carmona
Jan 16, 2017
Geutebruck USA • IPVMU Certified

Just on a wild guess, Vicon will be acquired.

RS
Robert Shih
Jan 16, 2017
Independent

Vicon already isn't a real manufacturer. Their core hardware is made by Hitron as is.

U
Undisclosed #3
Jan 16, 2017
IPVMU Certified

Win $500 - What Company Will Be Acquired Next?

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CW
Craig Wilson
Jan 16, 2017

My guess is Arecont will get acquired by someone or something. 

(1)
RS
Robert Shih
Jan 16, 2017
Independent

I sense that Arecont may be more desperate than Avigilon, so I would agree, but last time this thing ran...the obvious choices were not what went first.

(1)
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Marty Major
Jan 16, 2017
Teledyne FLIR

Knightscope 

(4)
U
Undisclosed #1
Jan 16, 2017

I am going with Salient

(1)
U
Undisclosed #2
Jan 16, 2017

Dahua acquires Avigilon.

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JH
John Honovich
Jan 16, 2017
IPVM

This is the first time a submitter picked his own company....

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U
Undisclosed #3
Jan 16, 2017
IPVMU Certified

This is the first time a submitter picked his own company.

Actually its the second time, but whose counting :)

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JH
John Honovich
Jan 16, 2017
IPVM

Actually its the second time

You are good...

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RS
Robert Shih
Jan 16, 2017
Independent

As a Dahua distributor and as someone who's looked into your shipping manifests, no. You guys are more likely to go with Dynacolor than Dahua.

(1)
RS
Robert Shih
Jan 16, 2017
Independent

You know what...I rescind my own previous statement here...

A possibility is that Avigilon may buy Dynacolor to lower their own costs.

(1)
MM
Michael Miller
Jan 16, 2017

Are you saying Avigilon OEMs cameras from Dynacolor?

RS
Robert Shih
Jan 16, 2017
Independent

They've got regular shipments coming from them.

(1)
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Ethan Ace
Jan 16, 2017

The Avigilon Appliances are DynaColor based. Several manufacturers OEM them for their own recorder-with-built-in-switch offerings.

But no Avigilon cameras are OEM, that I know of. If they are, we'd like to hear it!

(2)
RS
Robert Shih
Jan 16, 2017
Independent

Well yeah, I only say they had shipments coming from them and that was about it. ~1500kg a month is nothing to sneeze at.

(1)
U
Undisclosed #3
Jan 16, 2017
IPVMU Certified

They've got regular shipments coming from them.

Don't make me regret showing you panjiva.com, use responsibly :)

(1)
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Eric Spencer
Jan 18, 2017

Avigilon has 2 manufacturing sites one in British Columbia Canada and the other in Plano Texas. The current tooling and production can be scaled to support $6 B in sales between both

JH
John Honovich
Jan 18, 2017
IPVM

The current tooling and production can be scaled to support $6 B in sales between both

Are you sure it's $6 billion (USD) or (CAD) because historically in their financial announcements / calls, it is ~$1 billion.

Source: Avigilon's most recent IR presentation Nov 2016:

Avatar
Eric Spencer
Jan 18, 2017

John with current setup yes $1 B but could be scaled easily to support $6 b. Sorry about the lack of clarity 

JH
John Honovich
Jan 18, 2017
IPVM

From Avigilon IR / PR (in response to our question after your comment):

Based on our current production facilities and previously made public statements, we currently have up to $1B in production capacity.

Avatar
Michael Budalich
Jan 16, 2017
Genetec

I say Avigilon.

(1)
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TC
Trisha (Chris' wife) Dearing
Jan 16, 2017
IPVMU Certified

Pelco.

U
Undisclosed #3
Jan 16, 2017
IPVMU Certified

Dunno who will be acquired next, but odds are the next acquirer will be FLIR.

AH
Andrew H
Jan 16, 2017

I believe Bosch will acquire Sony next as well

Avatar
Steve Beck
Jan 16, 2017

Pelco

U
Undisclosed #3
Jan 16, 2017
IPVMU Certified

Pelco

Boat or Plane?

(1)
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U
Undisclosed #4
Jan 16, 2017

My ineligible guess, Stanley Security Solutions!

Why? NYSE - watch closely.

How? Organization Spin-Off.

Who? Siemens? Convergint?

When? That 3rd Quarter!

Why#2? Revenue and technology compactor, knowledge spread over the industry has no method or process to conform to revenue swings of intelligence solutions. Re-invent the big guy to wield a sword and shield or face the guillotine! 

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JG
James Gondela
Jan 16, 2017

Let's go with Salient.

U
Undisclosed #5
Jan 16, 2017

HIK buying IPVM :)

just joking

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RA
Rob Ansell
Jan 16, 2017

Since Avigilon was already taken, I am going to say ONSSI.

(1)
UI
Undisclosed Integrator #6
Jan 16, 2017

I was debating about ONSSI, but i think they need another year to fail before being acquired by Arecont, because those are in my honest opinion the two worst manufacturers in CCTV, it would only make sense they buy each other.

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Brandon Knutson
Jan 18, 2017
IPVMU Certified

I don't think OnSSI isn't one of the worst, but Arecont is another story. I predict Arecont just slowly dies.

(1)
JH
John Honovich
Jan 18, 2017
IPVM

I predict Arecont just slowly dies.

Not to be an Arecont optimist, but someone will buy Arecont once Arecont adjusts their expectations for a sale. Arecont has some technology / differentiation and with a new owner replacing the management team, they could experience a modest rejuvenation.

Avatar
Brandon Knutson
Jan 18, 2017
IPVMU Certified

You are being optimistic John! I'd totally agree if they had a track record of making good decisions.

JH
John Honovich
Jan 18, 2017
IPVM

Brandon, despite all its errors, Mobotix got bought up for ~$200 million valuation. All I am saying is there is a Japanese photocopier manufacturer out there happy to buy Arecont ;)

(1)
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Brandon Knutson
Jan 18, 2017
IPVMU Certified

Then it predict that Hanwha will buy (save) Arecont. 

Avatar
Brandon Knutson
Jan 18, 2017
IPVMU Certified

If that happens I will proof-read my messages before posting.

U
Undisclosed #4
Jan 16, 2017

Do you think Genetec would buy Onssi?

RA
Rob Ansell
Jan 16, 2017

I do not think Genetec would buy ONSSI. They don't need the technology, and they can just go after the existing customer base. There are only a few things you would buy someone for

1) Technology you dont have

2) People or Knowledge you need

3) Assets are worth more than buying price

 

I don't think any of these would apply to Genetec buying ONSSI.

(4)
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UI
Undisclosed Integrator #6
Jan 16, 2017

Thus the reason Arecont will buy ONSSI... especially as the trend back to full solutions providers increases, it would only make sense. both have limited applications and a limited product offerings, and both products are rubbish out of the box, it just seems like the perfect match.

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AP
Augusto Perez
Jan 16, 2017

Avigilon

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MA
Michael Amaro, P.E., PSP, CPTED
Jan 16, 2017
IPVMU Certified

Verint

(1)
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Gyver Wong
Jan 17, 2017

Arecont vision.

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Michael Archer
Jan 17, 2017

LTS

JR
Jeff Russo
Jan 17, 2017
IPVMU Certified

everfocus

(1)
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Luis Carmona
Jan 17, 2017
Geutebruck USA • IPVMU Certified

Timely. :)

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Jon Dillabaugh
Feb 01, 2017
Pro Focus LLC

What value does Everfocus have?

UM
Undisclosed Manufacturer #7
Jan 17, 2017
UM
Undisclosed Manufacturer #8
Jan 18, 2017

ACTi by HP

(1)
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Luis Carmona
Jan 18, 2017
Geutebruck USA • IPVMU Certified

I think you deserve points just for thinking outside the box. After all, how much stranger would it be than a printer photo camera company buying a VMS and surveillance camera company....

(1)
UM
Undisclosed Manufacturer #13
Jan 19, 2017

Maybe UI#8 mean HPE
Or he think it similar to AXIS by Canon

UM
Undisclosed Manufacturer #8
Feb 01, 2017

Yes  HPE.

Avatar
Luis Carmona
Feb 01, 2017
Geutebruck USA • IPVMU Certified

Tomay-toe, tomah-toe, I think we both meant Hewlett Packard......... did we?

UI
Undisclosed Integrator #9
Jan 18, 2017

Avigilon 

(1)
UI
Undisclosed Integrator #10
Jan 18, 2017

IndigoVision

UI
Undisclosed Integrator #10
Jan 18, 2017

IndigoVision

U
Undisclosed #3
Jan 19, 2017
IPVMU Certified

DoubleVision 

(3)
RC
Ryan Conway
Jan 18, 2017

BriefCam

(3)
UM
Undisclosed Manufacturer #11
Jan 18, 2017

NightOwl 

U
Undisclosed #15
Feb 01, 2017

Who does NightOwl OEM from?

RS
Robert Shih
Feb 27, 2017
Independent
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Eric Spencer
Jan 18, 2017

Avigilon 

DR
Daryl Richard
Jan 18, 2017

I'm going to say OpenEye.  Shot in the dark.

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Joel Rosario
Jan 18, 2017

Novatek to acquire Faraday’s surveillance business

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Brian Rhodes
Jan 18, 2017
IPVMU Certified

This deal was announced before this thread was posted.  Also, Faraday Technologies is a component supplier and has not been mentioned on IPVM.

(1)
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Joel Rosario
Jan 18, 2017

Thanks you for this information. 

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Brian Karas
Jan 18, 2017
IPVM

Some good guesses in here.

I am somewhat surprised nobody has mentioned Fortem, but given that we have already announced they are actively seeking a sale I am going to exclude them from eligibility for this contest.

AB
Adam Brody
Jan 18, 2017

Avigilon

(1)
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Brian Selltiz
Jan 18, 2017
IPVMU Certified

Canon buys S2

(1)
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U
Undisclosed #12
Jan 18, 2017

I am betting it will be Razberi.

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U
Undisclosed #3
Jan 19, 2017
IPVMU Certified

Intransa's remaining asset:

 

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Avatar
Brian Karas
Feb 01, 2017
IPVM

Two acquisitions happened this week, but nobody guessed them.

Both are smaller companies, not frequently mentioned on IPVM, so we are keeping this contest open. Hopefully somebody will get lucky and win the pot.

Meanwhile, we are working on posts for the two acquisitions that did occur and will have those soon.

 

U
Undisclosed #3
Feb 01, 2017
IPVMU Certified

Just curious, who were they?

(1)
Avatar
Jon Dillabaugh
Feb 01, 2017
Pro Focus LLC

Karas joins IPVM and VideoIQ is acquired.

Ari joins IPVM and B&H is acquired!

Bonus points.... By Amazon.

Yes, I know I'm way out in left field...

U
Undisclosed #3
Feb 01, 2017
IPVMU Certified

Karas joins IPVM and VideoIQ is acquired.

VideoIQ was acquired before Karas joined IPVM

Ari joins IPVM and B&H is acquired [by Amazon]

This will never happen.  

B&H is a very, very closely held company that would present insurmountable assimilation challenges to any mainstream acquisition.

Avatar
Jon Dillabaugh
Feb 01, 2017
Pro Focus LLC

It was just an ironic joke. The way out in left field line should have clued you in. 

U
Undisclosed #3
Feb 01, 2017
IPVMU Certified

It was just an ironic joke.

Sorry, I'm kinda slow sometimes. 

So the joke is "Imagine that VideoIQ was actually acquired after Karas joined IPVM.  In such a world and in a similar fashion, B&H photo would now be a likely acquisition, because Ari has joined IPVM".  Ok, I get it.

UM
Undisclosed Manufacturer #7
Feb 01, 2017

Integrated Systems

CH
Chris Hammond
Feb 01, 2017

 FLIR

U
Undisclosed #14
Feb 01, 2017

Who you think would acquire them? Would have to be someone pretty big.

CH
Chris Hammond
Feb 02, 2017

I expect it would be a big player. Johnson Controls or Honeywell perhaps. I suppose Canon might if they have enough capital to work the deal. 

FK

Camio

(1)
DD
Daniel Dollinger
Feb 02, 2017

Vivotek

UM
Undisclosed Manufacturer #16
Feb 02, 2017

Arecont acquired by Hanwha

UM
Undisclosed Manufacturer #17
Feb 07, 2017

Wavestore in the UK

MW
Michael Wells
Feb 07, 2017

Vicon

JB
Jason Brown
Feb 07, 2017

Does it count if they're small? I think SnapAV/Luma/Visualint will be acquired next.

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Brian Karas
Feb 07, 2017
IPVM

Does not matter if they are small, but does have to be someone we have already covered. SnapAV does not fit the coverage criteria, so if they got acquired it would not qualify for the $500.

That being said, what makes you think SnapAV will get acquired? 

Related, SnapAV acquired Visualint in 2016.

JB
Jason Brown
Feb 07, 2017

SnapAv acquired Visualint to add analytics to their mix. They are poised to be the next IC Realtime by catering primarily to the residential market (Under the Luma Surveillance Brand). IC Realtime is terrible and SnapAV actually tries to provide good products and services. If some bigger fish recognizes this, they may snap them up to get an instant foothold in the Resi market.

U
Undisclosed #18
Feb 08, 2017

define poised.

Luma (Wirepath) has been battling IC Realtime for years to capture the resi market.  Along with GenIV and many others.

MR
Manuel Rial Amado
Feb 27, 2017

Axis buying Avigilon

U
Undisclosed #3
Aug 10, 2017
IPVMU Certified

If we make it to 2018, does 'None' win? Edit: Never mind.

Avatar
Luis Carmona
Aug 10, 2017
Geutebruck USA • IPVMU Certified

Vivotek deal still isn't officially closed yet, is it?

PH
Paul Hermann
Aug 10, 2017

Vivotek

U
Undisclosed #3
Aug 10, 2017
IPVMU Certified
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