Financial ******* - ******, ******* ****
********'******** ***** **% **** **** year ** ******** ********. By **********, ******** *********** **% * **** ago*** * ***** *** it *** **%. **** after ********* *** ******** currency ******** ***** ** previous *****, ********'* **** growth ** ******* ****.
********, ********* ****** *** down ~**% **** **** year, ** **** ~*%.
Competitive **********
**** **** ***** ** *** same ******* *** **** ******, up **%** ******** ********, **** far ****** ******* **** Avigilon. **** ** * huge ****** **** **** 2 ***** ***, **** Avigilon *** ******* ~** Axis *** *** ******** average.
***, ***** *** ******** certainly *** ******** *********, major ******* ************* *** still ******* ** *** 10% ***** ***, ** course, ********* *** ***** are ***** * ** 5x ***** ******.
Geographic *********
********** ********* *** *** much ******.
*** ******** ****** *** Asia, **** **% ******, though **** * **** small **** *** **** Avigilon ***'* ************* ******* to ******* ********** ** that ******.
****** / *** ****** East *** ************ **** at **** *%, ********** compared ** **** ****** 20-30% ****** *****. ** suspect ********'* ***** ************** is ****** *** ** strong ***** ** ** is ** ***** *******. Also, *************, ******** ******* reporting ******** ** ** sales, ***** **** **** been ********** ** *** past ****.
Sales ******* ****** ******* ****
***** *** ********* ******** grew ** ***** ****** rate ****, ** **** 7%. ** **** ****, sales *** ********* ******** were ** **%, * tremendous *********. *******, ** saw **** ********* ********** the ******* ** ******** slowed ******, *** *****, eliminated ********* ******** **** the *** **** *****, etc.
**** ** ********** ********* to ******* ** ******** historically *** ******* ** ***** and ********* ***********, ******* that **** **** *** to **** ****** **. With ****** ** ******* new *********, **** ***** put ******* ******** ******** on ********'* ****** ******.
Patent *********
******** **** **** *** have ** ***** ****** licensees ***** ** ***** adopter's *****, ** **** a ********** ******** **. Based ** ******* ** their******* ******** ****, ******** ***** ****, IQrity ***., *** ********, IVS **********, *******, *** Topview, **** ** ***** are **** ***** ** likely **** ******* *********.
********'* *** ***** ******** to ******* ******* *******, only ****** **** ** was '******** ** ******** of *******', ***** ***** ***** ****** ******** acquired them. ** *** *** that *** ******* ***** eventually "**** ***** ************" and **** "**** ******** ** ******** participants **** ********** ******* a ******* **** **."
**** *********** *** *************, Avigilon's *** ********** **** delaying **** *** **** them *****, ** ******** fully ******* ** ******* "***** ** ********" *** historical ************* *** ** higher ***** **** ***** adopters ***** ***.
CEO *****
******** *** ********* **** that *** "******* ** **** ** hardware ** **** ** [their] strategy", ********** **** *** money ** **** ** software *** **** ********* hardware ***** ******** ********* 'more **********.'
**** ***** ** ***** and ** *** *** even **** ** ******** this. ***, ******** ********* **** of ***** ******* ******* hardware *** **** ****** prices ******* ** **** do (*** ********'* **** not *******), ** ***** Avigilon ******* *** ****** to ******* *************. ***, for ******** ** ******* its *** ** *** solution ********, **** **** to **** ********, ** definition. *** ***** *** cost ** *********** ********, the **** ** * premium ***** ******** *********** is.
*********
*** **** **** ******** is **** **** ** the *** ****** -- Avigilon ******* ** ******* to ***** ******* ******** financial *********. ********'* ******** are ***** ******, ****** they, **** ********, *** constrained ** ******* ***** low **** *******.
*******, ***** ** * real **** ** ******* deterioration. ** ** *** 9 ****** ************'*******'**********'. ***** ***** *** an ******* ***** ** relief ****** *** ******** organization, *** *** ******* of ****** ******, ***** going *** ******* **** controls could ******* *********** *** company's ********.
*** *** ****** *** extraordinary ****** ** *** patent ********* *******, ****** that ****** *** *** operational ***** ** ***** / ******** ***********, ** ObjectVideo ***** ***. **** if *** ****** ******* is *********** **********, *** core ******** **** *** have **** *********** *** the ******** ****** ** once *** (*.*., ****** '*************' **** ************).
** ***** ******* **** the **** ****** ****, and ******** *** **** for ********'* ***, ** Avigilon ******* ***. ***** is ***** * **** market *** ***** ************ manufacturers (*.*.,****** ********** *** *******) *** ********, **** new ********** / ****, could ****** * **** term ***** ********* *** a ****** ************.
Comments (16)
Eddie Perry
Hikvision has about 2 billion left of that 3 Billion better hurry and make a sale for they run out!
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Undisclosed #1
How's the run rate looking for 2016?
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Mark Jones
Does anyone know if they have the resources to go private?? It may be in their best interest in the long run.
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Undisclosed Integrator #3
With the introduction of analytics on the cameras (EOL for Rialtos around the corner), this will help sales of Avigilon hardware (cameras and NVRs) instead of dealers using 3rd party equipment.
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Undisclosed Integrator #4
"Vast majority of industry participants will eventually require a license from us."
They don't think anyone will come up with anything new?
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