Arrow Shutting Down Video HW Builder Seneca Data
Seneca was one of the few specialist systems / server builders for the video surveillance market, but now its giant publicly traded company parent is abruptly shutting it down.
In this note, we examine what happens and the broader market trends impacting the system / server building business.
Contrast to AHEAD Acquires Storage Provider MBX, Cuts Surveillance.
Executive *******
*******, ** ******* **** ******** ********** in *** ******* ************ ****** ****** as **** ***** ************ ******* ***** to *** ****** ** *** *****. We ** *** **** ****** ******* about ******'* ********* *** *** ** signs **** **** *** ********* ** issue ************ *** ******.
***** *** **** ******** ****** *** some ****, *** ******* ** ******* a ****, **** *** * ******* amount, ***** ******* ** **** ****** down.
*** *****, **** ** *********** **********, as** ** * ******** ****** *********** $**+ ******* ****** ******* ******** to ******'* *******, ***** ** **** than *% ** *****'* *****. ** do *** **** ********* **** ******'* 2023 ******* ***, *** ** ******* it ** *** **** **** * few ******* *******.
Arrow **********
********** ************** *** ** **** ***** ****** physical ********, ** ** * ******* 500 ******* **** $**+ ******* ****** revenue; *********'* **** ******** ****:
**** **** *****-******** ** *** ******** comes **** ********* ***** *** ***** a ******* **** ********* ********* **** as ******:
*** *******'* ***** ******* *** ** the ***-** % *****, ***** *** net ******* *** ** *** *-*% range, ********** ***** *********** ** *** electronics *** ********* *******.
Acquired ****** * ****** ***
***** ******** ****** * ****** ***, as******* ** *** ***** ********, ** newspaper. *** ****** ***** ~*** ****** employees ** **** *** **** ****** was *** ** ****** ** ************ Arrow *** ****.
** *** ***** ** ***-*****, *** system / ****** ******** *** ***** healthy, ** *** ***** **** *********, Seneca's ******** **** * ******* ********** to ***** ********** ********.
Broader ****** / ***** ********** *** ******* ********
** ******* *** ******* ***** ********* Seneca (** **** ** *** *** others) ** **** *** ****** *** video ************ ******* ** **** ** declining ** * ***** *** ******* minority ***** ***** ******* *** ** on-board ******* ** *** *****. *********, while ******* ******* *** ** *******, the ******* **** ************ **-**** ***** can ***** ** *********.
** *** ********** ** **** ****** more *******, *.*., *** **** ****:*** ***** ****** ***, ******** **** its ************ ************** ******* ** ***, *** *** Interview.
Other *******
*** *** **** ****** ******* ** hear ** *** ***** ******** ******, besides ****** ******** **** * ********* manufacturer, ****************. ****** ******* ** ***** ******* you *** *********.
For ****, *** ****
***** ********* ** **** ****** **** year, ********* ** ******* **** ********* of *** *******. ** **** *** reached ** **** **** ** ***** negotiations **** *** *** ***** (***** is ****** ** *** ****** ** negotiations).
*******, **** ** *** ***** ** us ** *** ***** *** *** sell ****** *** **** * ******* amount ** ********** * ******* ********** rather **** ****** *** ****** *** dealing **** ****-**** *****.
Arrow ************
*** ******* ******* *** ********* ************ saying ********* **** *** ***** ** order *** **** **** **** **** out ***** ******, *** *** ****** company **** ***** *** *********** **********:
*** ******* ***** ** ******* ********* support, ** ***** ** ********* ****** off *** ****** ****.
*******
******* ******* **** **** **** ****** employees **** ********* ** **** ***.******** ***** ~*** ****** *********, *** ** *** ****** *** close ** ******** **** **. *********** spoke ********** ***** ****** ********'* *********.
** **** ********** *********** ********** *** ***** ** ********* ***** servers / ******* *** ***** *** very *************. ** *** ***** ** is #**********, *** ** ********* ***:
***, ******** *** ******, **** ****** back ********. * ***** ************* ***** two **** *** *** ******. *** later *** *** ***** ****** ***** / ** ****-*******.
******** *** ****** ****** * *** of ***** *** **** *** ****** claims. **** ********** ********:****** ***** ***** ************ ******** ** Quantum,****** **** *** ****** ******* * Top ***** ***,****** **** *******
******** **** **** ************,******** **** *** *****, ******
*** ** ** ***** ***** ********
*** ******, ***'* ** ** ***** was***** ******, *** **** ** ********:
*** ****** ********** ****** ** ******* a *** ****** **** *** ************ server ***..
**** ******* ******* **** *** ** day ********** **** *** *** ***** sits ** *** *****.
* *** **** ***** *****. ****** was *** ** ** *** ******* and ************. **** ** *** ******* board * *****.
***** ** ******* ** **** **** you **** **** **.
** **** *** **** ** *** in *** **** ******* ***** *********** with *******, *** ** *****'* **** like ****'** * ****** ****** ******* either. ********* ** *** **** ****** ends ** ** * ****** ******** from *** ******** *** (****) ** if ******* **** ** ***** ***** this ** * **** *****.
**** *** * **** ****** ******, why ***** *** *** *** ****? 5 **** ********, ** **** *******, keep **** **** ***** ** ***** fails, ***** ***** ** ,**** *********, and ***** **** ********. **** **** could *** *** ***?
******* ** ***** **** ** * VERY **** ***** *** ** **** strong. **** ********** ** ******** *** growing! ********* **** *** ** **! Reach *** ** **** ******** ***** Manager *** * ****!**** *** **** | *******
******** ***** ****** **. **** **** hardware ********** *****. ** ******* *** the ************ *** ******** ****** ** be *** ******** ******** *** ** your ********. **** * ****** ************* locations, ***** * **** ******** *******, and ****** ***** ******* **** ******* wins. ** *** **** * ******, fanless, ********** ******, ** ** **** from *-* ********* *** **-***** ************* testing ********. ** $**** ** **** revenue, ** *** * ******* ******* partner.
** ******/***** **** *** ** ********.*** and **’** ******* ** ****** ******* and ***** ****.
* *** ** *** ******* ** receive **** ******** *** ****** **** Arrow ** *** *******. * ****** if **** **** ****** ****?
***, **** **** *** ***** *****. Can *** ***** *** **** ****** for **** ******?
******** **** ***** *** ***** ******* and ************. **** **** *** ***** some **** ***. ****** *** *********** competing **** **** ** *****'* *** customers. ** ******** ******* ** **** was *** ** *** ******* **** Arrow ********** *** ****** **. **** did **** ****** ***** ********** *** a ***...*** ** ******.
********** ************* ** ** **** * number ** ****** ******* ******** **** the **** ****** ** *****. **** be ******* **** *** *** ******* for ****.
*** *** ******* *** **** ******** closed ****, ****'* ****? ** *** they *** *** * ******* ******* of ****?
***** ** ***** **** *****-******. *** sure *** **** ******* ** **** with ******.
*** ** **** ****** ******** ****, too. *'** ************ ** **** **** Mike ****** ** *** **** *** always ******* ** *** *** *****.
* ***'* ***** **'* **** ****** moves ** *****, ****** * ***** that ** * ******. * **** think **** ********* *** ********* ** their *** **** *** *** *******. Even ****** *** **** ****** **** resorting ** ********* **** ** ***** line *****.
*** *** **** *** *** ***** out ** *** ******** *****...***** ***** of ****** *****.
#*, ******. * ****** ** ******* that ******; **'* ********* ******** ******* ******** ***, **** Surveillance*** *'** ***** ** ** *** body ** **** ******.
* *** ****** *** **** ** HIPER ****** ********. ** **** ** closed **** $****. ** **** * US ************* *********, **-***** ************* *******, and * **** ****** ************* *********. We *** ******* ***, *******, ***** integrated *****, ********* *********** *** ***** HPC *****. ****** ***** ** ** do *********** **** **** ** ***** newest ** ************* ******* ****** ****** 1. ** ******* ** ** * weeks ***** ** ********. **** **, Tauna ****** ***-***-**** * *** **** at *** **** **** ******* ***** security ********.
* ****** *** * ****-**** ******* the ******** ** ***** "*******-*****" ******* to ** ******'* ** **********. **** would ****** *********** ** *** ******** advantages ** ***** ***** ******** *** then ******* ****** ** *** *** same ***-***-****** ******* (****, **, ***.) that **** **** ***** ********** **** in *** *******.
** * **********, * ***** *** storage *** ********* ********** ***** ******* by ***** ********* *************. **** ***** also ****** ** ************, *** ** in *********, ***** ***** ** **** things ***** ** ** **** ** the ****** ****'* ******* ** ******** once *********.
**** *** *** ** *** ***** features ** ****** *** *** ********** and **** ****** * ***** *** the ***********. ** ***** *** **** Lenel *** **** **** ** **** the ********** **** ***** ** *** next **** *** * ****** **** but **** ****'* **** ****** *** what ** ****** ** * ****** went **** *** ****** *****.
*******, **** ********. * ***** ***** companies **** ******** ******** ** *********** and *** ********* ***** *** ** support *** ********** ****** **** * larger *** **** ** ************ **** as *** ***** *** **** ****** from ****, **, ***.
* **** *** ********* ******** *********** their *** ***** ******* *** **** are *** ** **** ***** **** 5 ***** *** ******** **** *****. They **** *** ***** *********** **** in *** **** *****. ******* *** customers **** * **** **** ******** day ******* *** ** ************** *** hardware ** *** *******.
*** * **** ********, ** **** service, **** **** **** ***** ** drive *****, ***** ***** ** ,**** guarantee, *** ***** **** ********.
*'** ******-**** ** ******* ******. ********** knowledgeable ***** **** ******** *** ********* to **** ****. *** ******* **** be **** ********* ** **** *** on ***** ****.
* ********** *** **** ***** ********* here.
****** *** * ***** ***** ** work **. **** *** *** ********* like ** ***** *** * **** lab ** ******* *** **** *** designs *** *** ***** ******* *****. My ********** ******* **** ** **** develop *** ****** ******* ******** **** that *** ********* *****. **** ** a ***** **** ** **** **** a *******. ** *** ***** ******* as ** **** ****.
* **** ******* **** **** ** as ***** ** * *** ** good **** ** ***** *** *** the ********* *** ******* **** ***** came **** ******** **** ***** **** all *** *** ****.
** ********* ** *** *** ** the *******, * ** ******* *** work. ****** ***** *** ** ** on ******** ** ***** * ************.
******** ** ******* **** **** *** to ****** **** ****** ******** *** shipping ************ ******* *****. **** ***** so *** *** *** ******* ** great.
******** ****. **** **** **** ** exclusive ******** ******** *** ** ***** the **** * *****. * ****'* like ***** ****** ** ***** * Dell ***, ***** **** **** **** another "**-**" *******, *** ***** ******** service *** ******* ***** ***** **** then.
* ***% ******* **** ********* ** Mike ******. ** ****** ****** **** seriously *********** ******* **** *** ***** and *** **** ************* ** *** things ****. * **** **** **** care ** ***** **** **** **** employees.
** ***, ******* ***, *** ** the **** *********** ***?
** ****** ******* - ***** *******- Im ***** ***** *'* *** *********
*** **** *** ******* ********* **** you. *** *** ********** *** ********* of ******* *** *** *** ********** biased :)
*** ***** *********? *** **** ***** around?
********* ****** *** *** ******. **** have ******* ** *** ****** **** Market ***.
**** ****** **** *********** ** **** happens ** ****** ********** (* *** selling *****) **** *** ***** ***** for ******* ****** ** ******* ***** past * *****?** **** **** ** pro-actively ****** *** ******* ** *** news *** ******.
**** **** ** ****** ** ** Dell ** **** ***** ************, ** are **** ******Dust ** *** ****??
** ***** ***** ** ******* *** Dell **********, ******* **** **** ** and **** **** ** **!
***** *** ***** ********* *** *******, do *** ** *** ************ ****** here ** **** ** ****?
** @ **** **** **** * small ******* ****** ****************
**** ** * ***** ***
** *** **** ***** **** ****
***** * ******* **************** *** ******* Unlimited *** *** *** *** * clear *****. *** *** ***** * link ** ***** ******* ** ******* can ****** **********?
**** *** * ***** ***** *** company * ** *** ******* **** they **** *** ** * *******
** **** **** **** *** ** their ******* ** ****
**** ****** ** ******
**** *** ****** ******** (** *** of *** **** *** ***** ****** specialized ******* *** ***'* **** ********* and ********* ** ****) ** *** that ************* ** *** *** ***** to *** * ******* **** ****** you ***** ** **** *** ** from **** *** **** *****. ** buy *** **** **** ****** ****** up * *** **** *** *** vendors *** *** *** **** ********* of ***** ******** *******.
** *** **** ****** *********** (****** systems, **** ******* *** ******) *** much ***** **** ******** **** ***** expertise *** *******, **** ***** * call.
****, *** *** ********* ** *** you ******** *******? * ** *** disputing ** *** ** *** * think *** ********* ** ****** **** (despite *** ****** *****) ** ******* confidence ** ******* ***** **** *** so ***** *** **** ****. ********?
****:
**********. **** ** *******. **** ** a *** ** ****** ********* ** the ******* ******* ****** *****. **** used ** **** * **** **** on ****** **** ****** ********** (***** real ****** *** **** *** ********** GUI ***), **-**** ******* (********** ***) and ***** ****** ***** *** *** is ****** ******** *** ******* ******* file *******. ** **** ** *** end **** ******* ** ****** **** it *****'* **** ***** ** *** Dell ******* ******* **-****** ** **** another ******, **** *** **** ****.
*** ** *** **** *** ****** market ** *** *** ***** ****, we *** ********** **** *** **** from **, ******* *** ******, ****** management, ***** ****** *** *+* *** swap *****, *******, **** *** **** etc.
** ******** ******* ** ****** ********** class ****** ********** *** ******** *** right *********** ** ****** ******** ********* for *** ****** ********** ********** ****** of ***** ************. **'* *** *****, it's **********. ** **** **** ******** purpose ***** ********** *** ** ***** and ** *** *** ****** *** for **** ********* *** **** **** for **** **** ** *****. ** are ***** *** *********.
*** **** - * ********** *** of ****, *** * **** *** big ********.
*** ** *** **** ****** ******** support, ************ ** ***-***** *******? ** I **** * ****** ** **** in *****, ** *** **** **** a *-**** ******** ****** ** *** it **** ******?
***** * ******* ***** **** *** that *** ********* ******* *** ***** a ****** ****'* ***** ** (** better ****) **** **** ******, ** biggest ******* ** ******* ** *****, which ** **** **** ******** (*** which *'** **** ** * ****** of *****). ** *** **** **** a ********** ****** ******* ******, *'* love ** **** *** ** *****.
***% ********** ***. ** ***'* **** outside *** **. *** ******, ** your ******** ***** ** **** ******** parts *** ******* *** **** *** world ** *** ******* ******* *** service **** * ******* **** **** is *** **** ******. **** ********** excels ** **** ***** ***********. **** Dell, ** ******, ** ** *** have **** ** *** ****, ***** choice *** **** *********. *** ***'* go ***** ******** **** ** **!
*'* * **********, ** *'* ******* at **** **** *** *********** ** an ***-****. ** ** ***-**** *** sites ******* ** *** **, **** I'm *** ***** ** ** ********** on ****** *** ******** *********, *** for ****** *** ** *** *** for ******* *** **. ***** ******** 90% ** ** ******* ** ***** have **** ******** ******* *** **, we **** ** ******** **** *** best ******** *** **** **** ** overall. *****'* **** ******** ** ** with ** (** *** **********'*) "******** model", **'* ****** ****'* **** *** my ******.
***** ** ****, **'* **** *** me ** *** *** ***** *********** in * ******* **** ** ******* can't *********** **.
***% ** *** *** *** **** scenario. ******** ***** ****** ********. ***'* beat **** ** **** *****, ****** who **** **** ***, ***'*. *** in **** **** ****** **** ******** is *** ******* *** ******** **** Dell. **** *** **** *** ***** order.
****, * *** ******* ****** ** your *******. *** *** ** ******** vendor *** *******? ***** **** **** their *** ******* **** * **** they *** ** **** ****** **** the *** ** ***** ****? **** curious.
* ***** *** ** ** ** you *** * ***** ****** ********** you *** *** ****** ******* **** the **** ***'* **** *** *** from **** ******. *** ** ******* 3-5 *** ********. **** ***'* **** offer *** *** ******* *** ****** configurations **** **** ****** ****** *****. This ** * ******** ************* ** the ***********. **** ***'* *** ** a ************* ***** ***** **** ***** and ******** * ****** ** ****.***. Not ** ******* **** ***'* ***** extended **********, *** *** ***** ********. But **** ***********, *** **** ********, next *** ** * **** ******* can **** ** ********* ******* *** Dell *** *******. ** * ***** argue **** ****** **** * **** OEM ** ****** **** ****** **** Dell ****** *** ***. **** *'* sure *** **** * ***** ******* and ***** * ***** ******, *** Dell ***'* *** ** * ******** tool ** *** ***** ***** ** well...so * ***** *** ******* ******** them.
***** ******! *** ***** **** *** HP *** *******! *** ***'* ** wrong **** ****.
**** ** * **** **** *********, especially *** **** ***** ****** ****** configurations **** *** **** *** *** on *** ****** ****.
* ***** ****** ******* ** *** lab **** ** ********* *** *** Dell '*****' ** ** ***** *** it ** *** ******* ****.
* **** **** ***** ****.
******** *** ***** ****'* **** **. BCD *** *** *** ***\******* *** the ** ** ***** ***** ********. Now ****** ** *******. *** **** this ****** ******* *** *******? ** has ** ** **** **** **** sales.