Avigilon Q3 2012 Up 69%

Author: John Honovich, Published on Nov 06, 2012

After turning in a 'weak' quarter of 'only' 52% growth in Q2, Avigilon's growth jumped back up to 69% for Q3 2012. Plus, profitability soared, fueled by marketing investments and limited R&D expenditures. Now, Avigilon has the mega integrator Tyco on board, offering great promise to them yet a threat for their existing partners. Inside this note, we dig into the financials and future outlook.

Improved Profitability

***** *** *** ******* **** ******** *************.

  • ***** ******* ****** **** **% ** **% ****** ** ******* in *** ***** *** ***, **** ***********, ********* ** *****. Avigilon ********** **** *** ****** ***** ******* ** ******** ***** (50% ** ****) *** **** ** ***** ******** **** ****** (i.e., **** ****** *****) ** ******** ****** ***** *** *** line *********.
  • *** ******* ****** ** *.*%, ***** ******* ***** **** *** Avigilon. ***** ** ** ***** ******** ***** **** *** **-**% of ****** ***********, **** ** *** ****** **** *** ******* <4% *** ******* ******** ************ ***.

*** *******, ****** ***** **** ** ********* ******.

Marketing ************

***** ******** ******* ********* ************ ******* **** *******, *** ** it ***** *** ******, **** **** ***** ** ****** ***% over *** **** **** **** ****. ************, ******** *********** *** biggest **** ********* *********** **** *******, ****** **** *** ******* $3 ******* ** ** ****.

R&D ********

*&* **** *** ** * ****** **** **** ****** ***** other ******** ******, ********** **** **** ** **** ***** **% from $*.** ** $*.** ******* ***. ** ****** ********* ** the ********* ****** *** ******* ******** *** ******** *** *&* investment.

New / ******** ********

**** ***** ***** ******** ********, ******** *** ***** *** *** mention, "****** ****** ** *** *******, ***** **** *******, ***** cost ********, ***." ** ***** **** *** **** ** ** emphasis *** *** ******.

******** **-********** *** **** *** ***** ** ***** *********, ****** that ** *** * *** ***** **** *** ****** *** still **** **** ** ********** ****. ******** **** *** ******* any ***** *********, ****** ***** ****** *********, ** ***** *******.

Tyco ****** **

******** *** ***** ******* ***** ********** ******* ** **** (******** ADT ******** ***********). ****** ****, **** **** **** ******* ******* branch ******* *** *** *** ******** ********* **** *** ****. Avigilon ********* **** **** ** *** "****** ******* ***** ************ reseller", ****** "$*** ******* **** ** ************ *********" ********, ********** that **** "***'* ****** ** *** ***% *** **** **** [they] **** *** * *********** ****." **** *** *********, ******** will ** ** ****'* ******** ***** *******, **** **** ****** inducements *** ** ****** ********** *******.

***** **** *** ** **** **** *** ********, ** ** a ****** **** *** ***** ******** *******. ***** ****'* ***** reach, **** ********* *** **** **** *********** ***** ******** ******* will **** ** **** **** ***** **** ******** ******** **********.

Enterprise ********

******** ********** *** ****** ** ***** ******** *********** **** ** target ********** / ***** ********. **** ************* **** * ****** ************* ** ***** ** **.

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

***** ******** **** **** **** ** ***** ** ****** ** expand ************, **** ***** **** **** ** *** ************ ** certain ******* **** ** ***** *******, **** *** *** ** (*******).

Revenue **************

  • **** ***** - ****: ~***% ****** ** $*.* ******* *** for *** *******; **** ****** *** ***** ******* **** ******* doubled
  • ***** **** - ** - ******* **** **** **** ****, cited * *** ******* **** **** ** *** ******
Login to read this IPVM report.
Why do I need to log in?
IPVM conducts unique testing and research funded by member's payments enabling us to offer the most independent, accurate and in-depth information.

Related Reports

Axis Strong US Growth, Flat EMEA - Q3 2018 Financials on Oct 18, 2018
This spring, Axis had its best financials in many years (see Axis Strong Q2 2018 Results). However, over the summer, Axis had many products sold...
Knightscope Winning Investors, Struggling With Growth on Oct 16, 2018
While Knightscope's new financials show the company only winning 11 new customers in the past 12 months, the company continues to win new...
Huawei Admits AI "Bubble" on Oct 16, 2018
A fascinating article from the Chinese government's Global Times: Huawei’s AI ambition to reshape industries. While the Global Times talks about...
Amazon Touts Home Security Market Disruption on Oct 15, 2018
Amazon is coming for ADT and all of home security. Indeed, Amazon is advertising this as, in their own words, calling home security a: Inside...
ASIS GSX 2018 Mixed Manufacturer Reviews With Declining Overall Attendance on Oct 02, 2018
ASIS GSX 2018 show drew 9% fewer total registrants, however, it gained 15% more paid registrations, according to ASIS. In this note, we look...
The Robolliance is Dead on Oct 01, 2018
The Robolliance has died. Formed 2 years ago to fanfare, the robots-focused marketing machine is no more, having slipped quietly away sometime...
ASIS GSX 2018 Show Report on Sep 25, 2018
In the first major US show since the US government ban of Dahua and Hikvision was passed into law, the mega Chinese companies were in retreat and...
Dell Launches IoT for Surveillance on Sep 05, 2018
Historically, Dell has been a PC and server provider (e.g., "Dude, you're getting a Dell") and widely used for surveillance storage. However, in...
Hikvision FIPS 140-2 Cybersecurity Certification Examined on Aug 27, 2018
A week after the US government passed a law banning Hikvision, Hikvision announced it had obtained a FIPS 140-2 certification from the US...
Axis Strong Q2 2018 Results on Aug 20, 2018
Axis reported strong Q2 2018 financial results and, for the first time in many years, Axis grew faster than Hikvision. However, the company's...

Most Recent Industry Reports

Hanwha Dual Imager Dome Camera Tested (PNM-7000VD) on Oct 18, 2018
Hanwha has introduced their first dual-imager model, the PNM-7000VD, a twin 1080p model featuring independently positionable sensors and a snap-in...
Camera Height / Blind Spot Added to IPVM Camera Calculator on Oct 18, 2018
IPVM has added camera height and blind spot estimation to the Camera Calculator. This is especially helpful for those who need to mount cameras up...
Axis Strong US Growth, Flat EMEA - Q3 2018 Financials on Oct 18, 2018
This spring, Axis had its best financials in many years (see Axis Strong Q2 2018 Results). However, over the summer, Axis had many products sold...
Best Alternatives to Banned Dahua and Hikvision on Oct 17, 2018
With the US government ban and a growing number of users banning Dahua and Hikvision, one key question is what to use for low cost? While Dahua and...
Video Quality / Compression Tutorial on Oct 17, 2018
While CODECs, like H.264, H.265, and MJPEG, get a lot of attention, a camera's 'quality' or compression setting has a big impact on overall...
Knightscope Winning Investors, Struggling With Growth on Oct 16, 2018
While Knightscope's new financials show the company only winning 11 new customers in the past 12 months, the company continues to win new...
Integrator Laptop Guide on Oct 16, 2018
This 18-page guide provides guidance and statistics about integrator laptop use. 150 integrators explained to IPVM in detail about their laptops,...
Huawei Admits AI "Bubble" on Oct 16, 2018
A fascinating article from the Chinese government's Global Times: Huawei’s AI ambition to reshape industries. While the Global Times talks about...
ADI's Financials Revealed + W-Box Growth Priority on Oct 15, 2018
  ADI is one of the most powerful distributors in the security industry but how big are they? How much profit do they make? How much do they sell...
Dahua Face Recognition Camera Tested on Oct 15, 2018
Dahua has been one of the industry's most vocal proponents of the value that AI creates: As part of this, Dahua has released a facial...

The world's leading video surveillance information source, IPVM provides the best reporting, testing and training for 10,000+ members globally. Dedicated to independent and objective information, we uniquely refuse any and all advertisements, sponsorship and consulting from manufacturers.

About | FAQ | Contact