Security Alarm Industry Trends - Barnes

By: John Honovich, Published on Feb 14, 2017

This is a review of key security alarm industry trends, taken from Michael Barnes [link no longer available]' presentation at the 2017 Barnes Buchanan conference.

Key trends covered:

  • Nationals vs Regionals vs Locals
  • Market Not Consolidating
  • Increasing Operation Complexity
  • Towards SECaaS
  • MSO Challenges
  • DIY Growth and Limits

Each one is examined inside.

**** ** * ****** of *** ******** ***** industry ******, ***** **** Michael ****** [**** ** longer *********]' ************ ** the**** ****** ******** **********.

*** ****** *******:

  • ********* ** ********* ** Locals
  • ****** *** *************
  • ********** ********* **********
  • ******* ******
  • *** **********
  • *** ****** *** ******

**** *** ** ******** inside.

[***************]

Conference ********

*** **** ****** ******** had ***-*** *********, ********* financiers *** ***** ******* executives, ********* * ***'* who ** *** ***** in *** ***** ****. The ********** ******** ****** of **** *** ********** and **** ****** ******* the ********** *** ***** (a ****** **** ********** the ****** ** *** hotel ******). *** ********* **** during *** ************* *** informal *********** **** ***** sophisticated.

*******, ***** *** **** pricing, ** $*,*** *** ****** at * ~$*** ***** hotel (*** ********), **** ***** **** sense *** ***** ******* to **** *****. ****, there *** ** ******** or **** *****, ***** was ********* **** **** industry *********** *** ********* kept *** ********** ******* on ****** ***** ******.

** **********, ******' * hour ******** ******** ************ featured ****** ********* / comments **** **** *** names ** *** *****. The ***** ***** ** from **** ************:

Nationals ** ********* ** ******

****** ********* *** ** market **** * **********:

  • ********* **** **% ** the ****** (~** *********)
  • ********* **** **% ** the ****** (~** *********)
  • ****** **** **% (~**,*** companies)

*** *** *********, *** big * **** **********:

  • *** **% 
  • *** *% (********* *******, et **.)
  • **** *%
  • ****** *%
  • ******* *%
  • **** (******** ***********) *%

Market *** *************

***** *** ****** ***** of ****** ******** ******* (from ~**% ** **%) especially ***** *** **** recession (**** *** ***** monitoring ***** ******** *********** unlike ***** ************), ****** the **** * *****, the ****** ****** ***** has **** ******.

****** ********* **** ********** in ***** ******* ******** but ********* *** ****** attrition ***** *** *********** costs **** ***** ******* rivals, *********** ********* **** other ***. ****** ***** being **** *******, **** Kesler ** ******** ******* commented **** *** **** of *****.*** *** ***** smart **** ********* *** be ******* ***** ******* stay *********** **** ****** players.

*** **** ** ***** is *** ***** ** ADT *** ******. ****** has **** ********** *** years *** ***** ** the ********** **** **** had ******** **** ** 10+ ******* ********, ****** 10x **** **** **** now. ********, *** **** and ***** ********* ******, that **** *** ** acquisition, **** **** ***** be ****** ******** **** ******** RMR ******.

Increasing ********* **********

****** *** ***** **** of *** ********, ***** technological ********** *** **** a ********* / *********** for * ****** ** more, *** ***** **** historically *** *********** ******* continuity. *** *******, *** CEO *** ***** ***** that ** *** **** an ***** ******* ***** install * ****** *** expect ** ** **** 15 ***** *** *** devices *** ***** ********* far faster (** *******, **********, he **** *** ***** cameras).

****** ***** **** **** was ********** *********** *** larger ***** ********* ***** it ** ****** ** shift ******** *** ********** to *********** ***** *** technologies. ******, ***'* *** reflected **** ******* ** *** comments ***** ********* ********** in ********* / *************** of ***** ******* **** video *******, ********** *****, etc.

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

*** ******* ***** *** been ******* **** ****** referred ** ** ******, or******** ** * *******. ** **********, *** shift **** ********* ****** more ** ***** (** the **** ~$*,*** *** common) ** **** ** or ******* *******. ***, systems *** **** ******* subsidized *** ***. **** requires * ******* **** for *** ******* ******* / ******* ** ***** alarm *********' ******** ***** term cash ****.

********, **** ***** ******** *** risk *** ***. * years *****, **** ********* will *** ******** **** the ***** ******* ******** the ****** *** ** cost ** *****. *******, those ********* *** **** the * **** *** system ***** *** **** an ******* **** **** the ******** *** ***** be ****** ** ****** the ********** ** *** original equipment *** *****. 

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

*** ****** ** *** MSO / ***** ********* has **** * *** topic **** *** **** few ***** ** *** alarm ********** *****, **** their **** ******* ******* from ****.

*******, ******' ***** ***** that *** ****** **** continues ** **** *************. They ********* **** *** growth ** **** *** 21%, **** **** **% the **** *****, *** 59% *** **** ****** that, ***. ****** ******** that *** *** ****** driving **** *** ****** is **** **** *** starting ** **** ** the *** ** * year ********* *** *** being *** ** *********.

**** ***** *** **** ~6 ***** ** *** above ******** ******* ******, the **** *** ********* to **** **** ~*% overall ****** *****. *******, Barnes ********** **** ** was ***** ********* ** watch **** *** **** do ***** *******.

DIY ****** *** ******

****** *** ***** ************ market ***** *** **** rocked ** *** **** to *** ******, *** disruptor *** ***** **********, DIY, *** *** * far **** ********* ******.

****** ********* *** ***** for *** ** ** ~2% *** *** ****** an ****** ** ******* down ******* *******, ** is ********* ** *****.

*******, ****** **** *** emphasize **** **********, ** particular, *** ***** **** well, ****** **** **** were '******* *** ***** ***, doing *** *** *** numbers’. *******, ***** ******* are *****, ******* ******** to *** ********, ***** *** less **** *% ** the ******* ********** ******.

More ** ********** *****

**** *** **** *** weeks, ** **** ** cover **** ** ***** aspects ** ****** ******** with ********** *****. **** for ****.

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