Financials / *********
***** *** ************ *** not ******** ******* *** price ****, ** ***** expect ** ** ** in *** $** ** $100 ******* ***** ***** on ********** ******* ******* in *** *** **** of ********. ******* *** not ** **** ** an *********** *** *****.*** has * ****** ****** valuation ** *****.*** ***** have ** *** ***** afford ****** * ******* for *******.
****** - ******* *** valued ** ~$** ******* in *** ****, **** Alarm.com ****** $**.* ******* for ** **% *****. Additionally, "** ****-*** ** up ** ** ********** $11.0 ******* ** ******* if ******* ******** **** targets *** ***."
Fit *****
** ***** *** *** is *****. *****.*** ****** a ********** *** ******** to ****** ****** *** plans ** ********** *********. OpenEye ****** ******* *** can ******* **** * larger ******* ** **** its ********.
********, *** *** **** a **** **** ** becoming * ***** ****** in *** ********** ******.
OpenEye ********** ******* *****, ** **** ****-****
*** ******** ******* ** this **** ** **** it ** * "********-***** acquisition", *** * ***% acquisition, **** ******* ***** retaining * ******** *****. OpenEye **** **** ***** them *********** ** *** upside ** *** **** term. ** ** **** beneficial *** *****.*** ******* OpenEye ***** **** ****** incentives ** **** *** grow *** ********.
Brand, ********, ********** *******
*****.*** **** ****:
******* **** ** * subsidiary ** *****.***. *** company **** ******** ********** under *** ******* ***** and ** *** ** the ******** ********** ****.
**** ** ********** ** us ***** ******* ** retaining **** ******** *****, their ******** **** **** with ******* ***** ******* (~20 *****) *** ** do *** ****** ** as *** **** *** want ** ******* ***** something ***.
** ** ********** ** predict *** ******, *** this ***** **** *** type ** **** ***** management ***** ************ ****** examples ***** **** **** as **** ** **** can (*.*.,*****/****).
Giant ** ***********
*****.*** ** * ***** player ** ***********, **** over * ******* *********** and **** $*** ******* in ****** ******* ******* ~20% ********:
*** * ***** ***** of **********, *****.***'* ******* is ***** ** ********'* ~$500 *******.
Minor ** **********
***** *****.***'* ******* ** close ** ********'* *******, Alarm.com ** ** ************* player ** **********, ****** started ** *** ******* for ****** *** ** their ********* ** ***********.
*** ****** ** ********** for *****.*** ** **** it ** * ***** market (**** ** ****** in ******* ********* ** how ** ** *******) and ** ** *** increasingly ****** ** *** cloud.
********* ******* *** ***** Alarm.com * **** ****** the ********** ****** ** grow.
Funding *******, ***** ******, **** ******
*****.*** ** ******* ** top-level ******, *** ******* out *********. ******* ********* excitement ***** *** ********* that *****.*** ** ******* in *** *** ******* to ************* ****** ***** teams ********* *********** *** sales.
Relationship ** ******-* *** ***********
**** ** *** *** video ******* *********** *****.*** has ****. ** ****,*****.*** ******** ******-*, **** ***** ** an **** **** *******. That *** *** ****** a *********** *****.*** ********. More ********,*****.*** ******** ****** *****'* R&D ****, * **** **** resulted ** ***** ****** cloud ***** ********* ********. We ** *** *** any ******** **** ******-* but ***** ** ********* for ***** ***** ***** video ********* **** *******, who ** *** * specialist ** *********.
Competitive ***** **********
******* ** *** **** reasonable *********** *** *****.***'* commercial *********. *** *******, in ******** **** ****** ** covered *****.***, *******, ***** Eye, *******, ******* *** Verkada.*****.*** ****** **** **********,******* ** (* ***********) part ** *********, ***** / ***** Eye ***** **** ******** an *********** *******, ******* is **** ******* ******* and ******* ***** **** billions (******** *********).
Outlook - ******** *** *** ******?
*** *** ********* *** almost ********* ****** *** the ***********. *** *** question ** *** ****** or *** **** *** become ** **********. ******* has ********* **** ******* their **** *** ***** and ************ *********. *****.*** has ***** **** * major ********** ******. *** best-case ******** ** **** the *** ********** **** other ******** *** **** off *** ***** ********* is *** **** **** other ***********, ******* ********, without ********** **** * combination, *** ** **** focused *** ******** ** the ********** *****.
Vote / ****
Comments (23)
John Honovich
** *** *** **** details. * ********* **** quickly ** *** *** initial ******** **. *********, areas ** *** *** cover, ***., ****** *** us ****.
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Brian Karas
******** ** **** *** the **** ** *** Sale!
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Undisclosed Manufacturer #1
"**...*'* ***, ********* ** Alarm.com....Give ** **** *****, your ****, **** ******* dealers ******** ** ******* free, *** ******** ****** of **** ******* ******"
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Undisclosed Manufacturer #2
********** ***** **** * good *****. ******** ** the **** *** ** years ** **** ****. I ****** ** **** Eye **** ***** * full ******** *** ******** solution **** ******** ** build ******** ************ **** hardware ******** *** *********** on *** ******.
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Undisclosed Manufacturer #3
**** **** **** *** effect ** ******* *** their ******* *** (***’* by *******)?
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Undisclosed Manufacturer #1
****
* ***** *********** **** me ******** **** ****, and **** ** ***** alarm ****** *********, **** that *** ***** ** medium ***** *********** ***** installation ******** ** ***** to ** ******** ******** by *** *** ***** direct *********.
******* ******** *** ******* expanding ***** ***** ************ services, ***** *** ** required ** **** ************** in *** **** ******. I **** ***** **** some *** *********** ******** will *** *** ******* to ****** ******* ***** verification. ** **** ** a ************* *****, ***** verification ** *** ******* station **** ***** *** cost ** ******* **** to *** ********, ** it ** **** **** labor ********* **** ******** alarm *********, ***** ** very *********.
*** **** ** *****.***'* purchase/merger **** *******, *** the *********** ***** ******* that **** ** **** them *** *** * way ** ****** *** reduction ** *****-**** ********** income.
* ***** ******* ******* owner **** ** ******** that **** *** ***** to *** ***** ************ that **** ********** **** their ******** ******** ********, and ***** * **** package **** ***** ************ for ******* ** ****.
******* **** ** ***** Alarm.com ** *******?
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Gerald Becker
*** ******** ** **** and *** ***** **** at *******. **** ******** and ***** ***** ** talent ** *******. ******* forward ** *** ***** to ****.
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Buddy Mason
******'* ** *** ******* for **** *** ***** team ** **** ***. Have ****** ** **** them ****** **** **** the **** ***** ***** and **** **** ** rock ***** *** *******. I **** **** **** cash ********* ** **** help **** ******* ***** product ***** **** ****** to **** ** **** our **** ***** ********. Good **** *** ***!
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Undisclosed Integrator #4
* **** **** ***** happy **** *** ******* product *** ****. * just **** **** **** doesn't ****** *** ************ that **** **** **** DMP. *** *******/*** *********** is ****** ** **** and ****** ********* **** no-one **** ***. ***'* Virtual ****** ** **** a ********** **** *****.*** so * ** ****** that **** *****'* ****** things ** *******.
*** ********* **** **** much ******* **** ******* than ******** ** *****. The *** *** ********* (although **** *******) ** superior *** *** ******** staff *********.
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David Pilchick
10/22/19 11:39pm
******** ** *** **** at *******
**** *** * ***** group ** *****
**** ****** **** ***** news
* **** ******* ** seeing **** *** ****** will *****
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Sean Nelson
10/23/19 01:38am
******* **** *** *****.***. they ******** ** ********* and *********** ********** ** be **** **** **** just * ****** ********** service *** ***** ******.
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Rick Caruthers
10/23/19 01:08pm
*** ******** ***, **** Alarm.com ** ***** * commercial ****** ******* ************ to ***** *** *** offering? ** ** ***??
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John Honovich
******:*******'* ** **** ****************** *** ***** **** and **'** ******* *** report **** **, ****** below:
****,** *** ** **** transcript, *****.*** **************** ** ****** *** nothing **** * ***** particularly **********.
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Lee Jones
11/09/19 08:38am
****.. *** *****… “** this ****, ** ******* …. **** ** ***** wrong ** *** ****** (remote-monitored ***********) *** *** it ***** *** *****”? Plus *** “****** ** the *********** *******”. **** we *** ** *** back-story.
>
**** ** ** ******** when **** ****** ***** blare *** *** *****, in **** ******* ****, residential ****** *******, ** whenever ** **** *** left **********. *** *********** halted *** ****-******** ****** for ********* *******, *** fined *** ******* ***** for ***** ********* ****. The **** ***** ** developing *** ******** ** monitored ********* **** ******…. slow ** ** ********, causing **** **** *********; expensive *****/****. **** ****** are *** * ***** accessory ** *** ******** everywhere… **** **** **** disruptive ***** ******. *** vehicle ***** ***** ******* was ************ ****** ** the ******* ***** *********, not ** ********** *********** and ******* *****. ********** the **** ***** ******** grew *************, ********* *** still *******. **** ***** to ******…. ******* *********** property ***** ******* *** beginning ** *** ***** same ****** ******** ** vehicle ******.... ****** * 911 **** ****** ** witnessed…. *** *** ***** of *****.***/ *******, (********* monitored ********). ***** **** theft ********* ** ** locked ******** **** ******* homes. ******* ****… *** enforcement ******** *** ******* because *** *** **** their ********* ******** ** they ** *******, *** not **** ****** ** NOT ******* ** ***** from ********** *****.
******: *** *****, ******* Services *****
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