Canon ***** ********
** *** *** ***** **** *** made * ****** *** **** *** past ****** **** *****, ****** ******** for ****, ********, *** ********* ($* to $* ******* *****).
Axis / *****
***** ****, ** ****. ******** ** that **** *** ********* ** ******** develop *** ******** *** ******* *** biggest *** **** ********** ***-***** ************. Negative ** **** ***** **** * steep ******* (**% **** **** **** stock *****, ** **** *******) ***** as (** ****) ********* *** ******* severe ******** *** **** *** ***** non-China ************.
***, **** ******** ******* **** ****** US / ***** ******** ** *** biggest, ******, ********* ****** *** ******* countries, ** ********** **** *** ** a **** *** *** *****.
Milestone / *****
*** ****, ** ****.********* *** ********. ******* ***** ** ** ****** that ***** **** **** ****** *******, there ** * *********** **** *** conventional *** ******** *****. ** ***** / ********* *** **** ******* ******, this ***** ****** * **** **** ultimately. *** ******* ** ********** *** Milestone, ******* *** *** ***** ********, is ********* ***** ** ** **** in *** *****.
Briefcam / *****
**** ****, ** ****. ****** **** and ********* ***** **** ****** ***** had ******* **** **** ****, ******** high ****** *********. ***** *** ******** sources ***** ***** **** * *********** premium *** ******** (** *** ***** of ~$*** *******, * ** *** revenue), ********'* ********* **** ****** **** (50%+ ******) ******* ****.
********, ** / ********* ** **** hotter *** ***** **** **** **** 18 ****** *** **** ***** ****** Briefcam. *** ********'* ************* **** *&* and ***** **** **** ****** *** in * ***** ** ****** ** small ******** ****** ** **** ** break **** *** ********.
Canon ****/*********/******** ******?
** *** *** **** * ***** ago ***** ***** ******** **** *** Milestone. **** ********* ***** *** ** independently ** **** *** **** **** (i.e., **** **** ***** ******** *** independent **** *** *** *** **** today).
**** ******* ***** *******? ** ** not ****. ***** *** *** ********** talk ***** ***** ****-**** *******, ***-**** plans, ***. ** ***** ****** **** a ***-**** ****? ** ** *** know.
*** ******* **** ***** ** ** bundle *** * *** ***** *** still ** ******** ***** ** **** happening.
Schneider / ***** - ***** ******** **** ** *** ****
*********'* *********** ** ***** ** **** for $*.* ******* ** ********* *** worst ******** ******** ******** **** ** all ****. **** ** *** **** and *******, *.*.,***** - * ****** ** *******.
******* ** ****,********* ******* **** *** ***** ***~**% **** **** **** **** ****** them ***, ******* *** ***** $** million.
Pelco / *******
**** ****, ** ****. ******* **** based ** **** ***** **** ***, means **** ** * ******** ****. But *******, *****'* ******** ** *** expecting *** *** **** **** ** pay *** **** *****.
***** ** ******* ** * ***** flipper *** ***-**** **********. **** *** it *** ******* ** *** ******. They *** *** ***** ** ****** to ******** ***** *** ******* *************** ********* **** **** ***** better **** **** ********* **** **** for.
********, ******* ******** **** ***** ******** concerns, ** **** ** ** ****** will ** **** ** ****** *****, now **-***** *****, * ****** ******. How **** ***** *** ******* ** this ** * ******* *** ** is * ***** ***********.
Tyco / *** ******
***** ****, ** ****, **** ******* at *** ******** *******. **** ** based ********* ** ******* ******* ****** that *** ******** ** ****** *** less ***** ***** **** ******* *** with *** **** ** *** **** Tyco.
FLIR / *****
*** ****. **** **** * ******* for *****, *** *** *** *** the *********, *** ***' *********** *** stagnated *** **** **** ********* ** integrate ***** **** *** ********** **** business. * *** ***** *** ** reported ** *******'* ******** ********' ********, **** *********, ******** *****, *****.
FLIR ****** *****
*** ****. ******* ** ******* **** get ** ***-**-*** ********, ** ********* them ** *** **** **** ** relabelling ***** ***** ********* *** ********* the ******* **** *****, ***, *.*.***** ********** *** **** ***** ** The *** *******.
FLIR ******* *** ***** ** *****
**** ****, *** ****** ***********. ***** it ******* *** ****** *** *** for **** ** *** *****, *** fact **** **** **** **** ** convince ***** ** *** ***** *** channel *** **** *** ****. ******, the ****** *** *****. **** **** this ** ***** ** ***** ****, months ****** *** ** ********** *** was ******. ** **** *** ****** just * ****** *****, ******* ** Dahua ****** **** ****** $** ******* they ***** **** **** ***** ** give **** ******** ****.
** *** ***** ****, ** *** not **** * *** **** *** Dahua. ***** *** *** **** *** / ***** ***** ***** ***** **** far **** ********* **** **** ***** tried ** ***** ** *** *** in *** **.
**** ** *** **** * ****, under ***** ************* ** '*** ***' but ** *** ******** *** ****.
Samsung / ******
**** ****, ** ****. ***** *** Samsung / ****** **** *** *** bigger **** **** ***** ************, ****** Techwin ***** ************ *** **** ***** well. ****** *** ******* ******* ********* to ** ******** ** ***** ***** surveillance ******** *** **** **** ************ taken ********* ** *** ***** / US ********* ** ****** *** ** the *** *********** *****.
Avigilon / *******
***** ****. *** **** $** *******, Avigilon *** ********** **** ** *** at *** **** ****** ** ***** competitive *********** (***** ********* / **), and * ***,****** ***********, *** *** **** ****** ********'* CTO, *** *** ********'* ***.
Motorola / Avigilon
***** ****, ** ****. ******** **** a ********** ******* *** ********, ******** continues ** **** *** ** / analytics ** **** **** ********* **** when ******** ******** ****.
***** *** ******** ***** *** ******** will *********/****** ******** (*.*.,********'* *********'* ****** *********) *** ******** *** *** *** advantages ** ******* ** ****** ********** and ********** ******.
Amazon / ****
**** *** *** ****. *** **** side ** **** ****** ** * money-making *******, ** ******** *** **** growth ******** ******* **** ****** **** enhance ****'* ******, *******, *******, ***.
*** *** **** ** **** ** is ******** ** ******* ****** ** scrutiny *** ********* **** *** **** and ******. ********* ***** ****, *** International ***** ********** ****** / ****, which ** *** **** *** ******'* brand. **** ***** ********** ** **** hassle **** *** *****.
Convergint / ****
*******, ** ****. ********** ************* ****** down ***** ************ ** ****, ***** is ********** *** ******** ******** ***** mega ****** **** **** ******** ****.
** ****** ********* ***** *************** ******* *****-******* ****** ********* *******. ****, various ******* *** ********** *** **** paying *********** ******** *** ***** ************ which ***** ** **** **** ** get ********* *********** *******.
****, *** *** *** ****** ******** are ********** ******* ********** ****-***.
ADT / *** **** / ******* ***********
******** * **** ****, ** ****. The *********** ****** ** **** ** structural ******* **** *** **** ** DIY ******** ******* *** ****** ******** acquisition ****** ** ***'* *****. ***** commercial *********** ** *** * ***, high-growth ********, ** ** ************ **** risky **** *********** *** ** * natural ********* (** ******, ** *** case *** **).
** ****** ********* ***** ******* ** integrators, ******* ***, **********, ******, ***.. Even ******* * ****** *** *******, integration ****** ******, ** ** ** heavily ****** ********* *** ******* **** diseconomies ** ***** **** ****** ** enforce ******* ******** *** ******* ********, regions, *** ********.
Resideo / ********* **** / ***
*** ****, *********, ** ****. ***:******* ****, **** *******,******* ***** ******* **%, *** ******,******* *** ** **** ****.
** *** ******** ****, ****** *** so ***, ** **** *** *******, it ** ****** ******** **** **** rebound.
Qognify / *****
******** ** ** **** *** *****. OnSSI ********* *** * **** **** and ** ** *** ***** **** Qognify **** *** ******** **** **** little *** ** (***** ** **** we **** *** ****** ***** *****), it ** ****** ***** ** ** fine *** *******.
** ******, **** ** *** * good ******* *** *****, *** **** had ********* ** ***** * *** VMS.
Bosch / **** '***********'
*** **** *** *****. ***** *** been ********** ** ******* **** **** over *** **** *** ***** ***** Sony *** ********* ** ******** *** efforts ** ******* ***** ************ ********.
**** ** * **** **** **** Sony's ***********, ** ** *** ***** them **** **** ** *** **** outright ********.
Panasonic ****-***
**** ****, ** ****. ********* *** struggled **** *** **** ******, ** the ****-*** / ****-*** ***** **** an *********** ** **-*****. **** **** do ** *** ***** ** **** since ** ** **** **** **** out *** * ****** ***.
Others ** *******?
** ****** ~** ** *** **** notable ***** ** *****. *** ***** others ** *** ******** *** ** will ******* ********.
Comments (50)
Paolo polano
In Canada ADT sold its canadian opération to Telus, one of the three big Telcos here.
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Undisclosed #1
Convergint is an interesting Group. it one of the few places where upper management actually believes the stuff that is printed on the V's&B's. they also are are trying to acquire all of the cream of the crop people in the Security industry in certain markets, sadly as there aren't that many left floating around they are starting to slow up on acquisitions. I will say one of the reasons they have slowed up is due to lack of employees to do the work that is coming their way, which is good thing in a way I guess.
They are in the process of making plans of going into other markets such as government, education, and military but nothing solid at this time other than trying to acquire the right people to help move into those markets.
JCI/Tyco isn't as solid as it appears on the surface or the numbers. they have acquired so much across the life safety market, fire, security, and alarms. problem is they are in the process of running all of their employees that can to the work away. Across several jobs I have been on this year from big to small all suffer from high turnover rates and inexperienced employees showing up having no clue what the guys did before or what they need to do till the "Area supervisor" shows up and holds their hand long enough to hold them over for a day or to so the supervisor can go to the next job . they are also slowly starting to burn bridges with national and global customers by making the point since they are sometime the only player in some areas in the country (fire mostly) that you don't have a choice and just have to deal with what they send out there. And a lot of those accounts have fire, security, and other life safety all rolled into one contract as it cuts down on who they have to call.
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Charles Rollet
Although this is an older/smaller deal (May 2016 ), I noticed that Hikvision's acquisition of the UK's Pyronix for ~$24 million is now attracting scrutiny due to Hikvision's human rights record.
The entity list sanctions do not really affect Pyronix, unless it wants to transfer US origin technology to Hikvision HQ. But there is definitely a larger PR issue and the possibility of UK Hikvision restrictions in the long term.
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Undisclosed #6
your post title made me think of this tune:
"Winners and Losers" - Social Distortion
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Undisclosed Integrator #7
Motorola / Avigilon
in my opinion a BAD deal.
Motorola is a system integrator and integrators (for many reasons) don't like to buy from the competition.
over time this will affect sales.
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Morten Tor Nielsen
12/12/19 07:47am
Milestone was sold at the best possible time as far as I can tell. They've always been trying to be "fast second", but execution wise it seems they're only capable of slow third. Regardless they are one of the safe choices, and I doubt they will "literally get lost in 2020". They were never innovative, and they never will be. But people may actually like that, so I don't see people ditching Milestone anytime soon.
In software there's an old saying - there's the software that people complain about, and software no-one uses. I think this is what we're seeing with Amazon/Ring. I thought that Google/Nest/DropCam was going to be what Ring is now. Instead, I don't hear anyone talking about Nest anymore. It just drowned in cheap alternatives, but Ring is a totally different player. They are deep with the PD's around the country (similar to Tasers strategy), and people seem to love their products. Amazon doesn't care much for ethics, never have, never will, I seriously doubt they care about a few SJW's complaining as long as people keep buying.
I'm surprised that Briefcam is considered a good deal, and perhaps I am just jaded from my bad experiences with them. Everyone was talking about it like it was some magical piece of software, but no-one was ever able to set it up to deliver the results we'd see in the demos. Instead, it was just a bunch of ROI's mashed together, sometimes several people layered on top of each other, sometimes, half the body was gone. I'm sure they've added a bunch more, but does it outperform (in terms of TCO) Avigilons appearance search.
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Kurt Kottkamp
Would be interested to hear your analysis of S2/Lenel/UTC.
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Undisclosed Integrator #8
Quick, shoot from the hip thought on Axis. I like the product and the people, but at the end of the day people are in business to make money. If the dealers are continually forced to pay FAR more to buy and sell Axis, and thus make less profit for themselves, eventually thats going to impact their market performance, regardless of long term product loyalties. Right now most of the money being made on an Axis Camera is being made by Axis. Observationally, Ive always found it to be somewhat interesting that they retain a reasonably decent dealer base over the years that tolerates that type of one-sided relationship. In a highly competitive open market system, that type of manufacturer usually gets weeded out pretty quickly so I consider the Axis example to be somewhat of an anomaly in that regard. Just not sure how long that will last in the long run.
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Undisclosed #10
Will you be doing an analysis on ADT acquiring I-View Now?
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Undisclosed Integrator #8
One of the largest enterprise buyers in the market is Federal & State Governments. The Feds are more inclined to spend more on an Axis Camera. But most of the States are either in serious financial trouble or flat broke so they’re gonna take low bidder every time and in most cases will recklessly ignore the Cyber Security threat and buy Chinese anyway. The Feds should force the restrictions downstream to the States or cut off aid in some non-essential areas to the States until they comply.
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Undisclosed Integrator #8
Possibly, assuming its somehow still 1980.
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Martin Renkis
12/19/19 04:36pm
Disclosing that I work for JCI. John, you might consider JCI acquiring Smartvue for the list. The first VSaaS player (now Tyco Cloud) has new integrated cloud mobile credential and access control offerings, is hiring cloud dedicated RSM team, and rolling out through JCI global channels - all coming early 2020. Note that all technical support is run through a dedicated cloud team in Nashville.
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