AnyVision Raises $235 Million

By John Honovich, Published Jul 08, 2021, 10:54am EDT (Info+)

AnyVision has raised one of the largest rounds ever in physical security, $235 million.

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Inside this note, we examine the fund raising, risks with AnyVision's business model compared to e.g., Verkada, and the pressure this will put on competitors in the space.

For background, see IPVM's Interview with Anyvision's CEO that explains his strategic focus:

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Reversal **** ********* ********

**** ****, **** ****, * **** case ***** **** **** **** **** AnyVision *** ******* **** *** ***. In **** *** ****, ********* ************ ramped ** ************* ***** *** ********* spending, **** ** ******** **** ****** sales. ****, *** ******* *** ****** with ******** **** ****** / ********* activities, ********** ***** ****** ***'* ********* *******, ******* *********** ************* *** *******. ****,********* *********** ******* ****** ******************** **********. *******, **** *****-** *********, demand *** ****** *********** **** *******, leading *********** **** *******.

New ******* *** *** *** - ********

*******, ** *** **** ****, * new *** *** ********** ****** ** mega-investment **** ******** *** *** * new ******* ********** **** ** ******** has ************* *** *******. *********'* *** CEO ****** ** ******** *** * years, **** ********* **:

*** ****** ******** ****** **** ** an ********* ******* ********** *** **** and ******** ********** ** **** ** helping *** **** ***** ** ******** potential ***********.

***, *** **** ** ** *** at *********, ** ********* ****** *** deal **** ** ****** ** *********.

**** *** $*** ********* ******* ****** $** ******* **** **** * year ******$**+ ******* * *** ***** ***.

Focus - *** *** ********

*** *********** ********************* * ******* ******** ** *** and ******** ***** ** **** *********'* CEO********* ** **** ******* **** ****:

***** ********** *** ***** **** ********* had *** ************ ******** - ** embedded '********* ******' ******** *** * platform *** **** ** *** ** top ** ****.

*** '********* ******' ********, **** ** an '***** ******', ***** *** ********* embed ****** **** ******* ***** ******* and ********** *** ******** *** ******. Golan **** **** ** ***** ******* very *** ******* **** ************ *** the ****** ******** **** ** **** device.

********, ***** ********* * ******** ******** available ** **** ************. *** **** is ** **** ** **** **** a ******* *** **** * **** layer *** ************, ** *********, ******* rules, ***. **** ***** **** ** easier *** ******* ********* ** ******* add ********* **** *** *********.

Softbank - ** ***

******** ** ****** *** ***** *** and **** * *** ********** ** a ******* ******* **** ********* ** therefore ******* ** **** **** *** investment ****'* **********. **** ** **** summed ** ** *********** ************ ********* ********* **** ****** posted** ********'* *******'* ******** *********** **** WeWork:

***:*** * ****** ** ********* **** stuff, **** *****’* ****** ***** **** my *****.

Neumann: Did I mention we are a ***** ** *************. * ********** ** ************** *********** intelligent *************.

***:**** **** ****’* **** ****—

Neumann: The world’s first ******** ****** *******. *********** *** ********* ******’* *****, ** **** ******** and ******* ******.

***:***’** *****! * **** **! *** could *** **, ***, *** ***** crazier?

*******:***’** ***** ** ****** $** ******* in ** *******, ***** * **** use ** ******** ** ***** *** whole ******* ** ****, *** **** when ** *** **** ******** ** the ***** *** **** *** ** another ******* ******* ** **** **** while * ***** ** ***.

***:*** ** **** * **** ******* of ******* ******* ** ***** ** you, *** * ***** ****** ******** this *** ***** ****.

********* **** ********** **** *** *********** lens ***** **** ** ********** *** daring ******** ** ********.

********* ***** ** * ********** ** it ***** ******* *** ** **** not **** **** **** **** *******.

Competitive **** *********

***** ***** ********* ** ******** ******** ***** ********* algorithms, **** ** **** *** ***** to ** ****** ** ***** ** magnitude ** *** ******* **** ********* has ********. **** ***** ********* ** going ** ** **** ** ****** far **** **** ** ***** ** development *** ** ******** *** * monster ***** *** ********* ****.

** ****, *********'* ******** ** ************* to *** ***** ** ** *** platform ** ****** *** ****** ******. However, **** **** *** **** ** is ***** ** ****.

Downside - **** ******** *****

*** ******* ***** ** **** *********, at ****, *** ** ******* ******** model ***, ** *****, * ******** model **** ** ****** ********** ** smaller *********** ** ********* ***** ** themselves.

********* ******* ***** ** **** ********* only ** * ******** *******, ***** is ***** ** **. **** ******** selling ****** ****** ******** ******* *** recorders ** **** ***** *******, ********* and ********* ******** (*.*., ******** *** Verkada). ***** ****** **** ******** ************* and *** *********** ********* *** **** of ********* ***** ** ******* ***** items, ***** ********* ******.

*** **** ** *** ***** *** platform ******** ** *** ****** *** historically *** *** *********** ******** **********. The '********* ******' ******** ** **** to *** '*********** ******' ******** * decade ***. ** *** *** ******* become *** ******** **** ** ******* used (**** *** '***** ******' ********) it *** ** * ******* ******** but ** *** ** **** ** do ** ********* **** ********* ***** so **** ****** *********** *** **** customers *** *** ** *********** (*.*., companies **** ****, ******, *** ********* may **** ** ******* ***** *** internally, ****** **** *** ********* ***********). That *****, ********* *** *** *** more ******* ** ******* **** **** in * *** ****** ****** **** ObjectVideo ** ******* **** **** ****** will ** *********.

Verkada **********

**** * ****** ********* *****, *******'* business ***** ** **** ****** *********** and **** ******* ***** ***** ** AnyVision's ******* (**** **** ** ********* new ******* ***** ***** **** **** that **** ****** **** *****). *******'* closed ***-**-*** ***** ** ******* ** sell **** *** *** * ****-*********** sales ******* (****** *****).

** ********, ***** **** *** / platform ******** **** ******* ** ** new, ** ** *** ***** *** well ** **** ****, *** ***** on *** ******** ********** *****, ** is * ****-**** ********.

Outlook - ********* **** ***** *****, **** **** ****?

*** *** ***** **** ** ***** is ****, **** ** **** *****, and *** ********* ******* ** ********, AnyVision ** ***** ** ** ****** major ***** **** ******** ******** **** the **** *** *****.

*******, ******* ** *** ** ***** remains ** ** ****.

Vote / ****

Comments (14)

******** ** *** ***** ******* ** Sharktank ***** **, ** *** ****, depending ** ***** **** ** *** deal *** *** **. **** ** an ****** ****** ** ***** *** a ****** ******** ***** *** * product **** ** *** **** **** adopted *** **** **** ********** ********** as ******* ******* * ****** *****.

Agree: 5
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***. * ****** *** **** ***** a **** **********. **** *** ********* will ******** ******** ******** ******** **** is ******* ** ***** ******** ******** of ******* *** ***** ***.

* ***** **** ** **** ** other *********** *** ****** *** ******* with ********* ** *** ******* **** of ******** *******. ** *** *******, you **** ** ****-******* ** *** only **** * ******** **** ****, but ** **** *** * **** lead **** * ******** **** ** interested ** * **** ** * pilot.

Agree: 4
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*** ***** ** ********* ** **** the ******* ******** ***** *** **** selling **** ** ********* ** '*************' rather **** ** ***********/***-*****. *** *******, AnyVision ***** ************* *** **&* ** Axis ** ***** ** ******** ** embed *********'* ******** ** **** ** their ******** *** **** *********** *** end-users ***** *** ** ** **** of * ******* **** ******** *********.

** ********* ** *** ********* ** dominate ****** ******** ***** ** ***********/***-*****, in **** **** **** ********** ** the ********** ** ***** ****.

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********* ***** ************* *** **&* ** Axis ** ***** ** ******** ** embed *********'* ******** ** **** ** their ********

****, *********, *** ** ***** ** *** first **** **** ******** *** ******. This ********** **** *** ***** ********* at * ******* ** $****, ***** seems **** ** ******** **** ****** for ** ********* *******. *** ** course ****'* *** **** ****** **** account *** ******** *** ******* ****** behind * ******* ** **********.

* ** *** *** ********* ** a **** ** * $** *********.

** ***** ** **** **** **** through **** ***** **** * *** of ****** ********, **'* **** *** big ** ** **********, ** ** going ** ****** ***** ****** *** sales *** *****, ***.

Agree: 2
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****, *********, *** ** ***** ** *** first **** **** ******** *** ******

***, ** *********, * ** *** saying **'* ********** ** **** ****** going ** ****, **** **** ** is * ********* ***** **** ***** to *** ******** ** **** *** licenses ** **** *** ***** ** to * ********, ***.

** *** ***** **** ** *******, for ******, *** **** ** *** approach ** *** **** **** ****** get **** *** ********* ** ***** their *********, **'* **** **** ****** get * ******** **** ******** ** their ***** ** *****.

*****'* * ****** ** ******* ********* that **** **** *** ******** ******** for *****, *.*.,****** ******** *************, *** ** **** ***** **'* never **** *** ***** ** **** a ********** *****-******* ******* ****** ****, much **** * *****-******* ****** ***.

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***'* *****, **** **** ****** ** power ***** ****** **** * **** to $**. **** ******* ** **** it **.

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Funny: 5

******, *******, ******** *****'* **** *** greatest ***** ****** ***** *** ********** with ******* ********* *** ************. **** field ** **** ** ***** *** and *** **** **** **** ** their **** ** ******* ** *****. Other ********** ******* *** *** ***** already ***** **** ****** *** ****** anyways. * ** *** *** **** going **** ** *** **** ***. They *** ******** ***** ** ******* some **** ****** **** **** *** the **********. *** **** ** *** baggage.

Agree: 6
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********* ***** ************* *** **&* ** Axis ** ***** ** ******** ** embed *********'* ******** ** **** ** their ********

* *****. * *** ******** ********** is ****** ******** * **** ***** days.

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**** ******* ** ******* ***** *** recruiting ****** *** ***** ************ ********!

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Funny: 5

****** **** ** *** **** *****. Face *** ** ****.

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**** *** ** *** **** ****. Frictionless ****** ******* ***** **** *** is *** *** **** ***** ******* the ******* ***'* *'** *** **** recently. * ** ***** **** **** fail ********* ****** ***** ** **** dealings **** *********.

Agree: 4
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************ ****** ******* ***** **** *** is *** *** **** ***** ******* the ******* ***'* *'** *** **** recently.

***, *** *** *** ********************** **** **** * *****? ** have *** ****, **** ****** ** frictionless ******** **** *** **** *-* years ***** ******* ***** ********* *********. I **** *** ** *** ******** more **** ******* **** ** *** water.

** ** **********, *** ********* *** constantly ****** ** **** *** *** forward **** ** ***** ***** ************ ****** ******* *** *** ********* but **** ***** ** ****** ******** 125Khz ******* *** *** **** ** years. *** **** ****** **** ****** forward ****** ** ******* *** ***** are *) *** ******* ******* ***** EoL, *) **********, ** *) * major ******. **** *** **** #* these ***** *** **** ***** ********** that *** ************* **** ******** ** unofficially ******* *** *** ******* ***** everyone *** ***** ******** ***** ** has *******.

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*** **** **** ****** ** ** Softbank ********* ** **? ******** **** money ***** ***.

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********* / *** *****'* **************** *** ******** *** "******** ** *******" ***** still ********* ** **** **** *************, how **** ******* ***** ** *** clear ** **.

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