Avigilon CEO Aims For $3 Billion

Author: John Honovich, Published on Oct 05, 2016

Despite Avigilon's stock price collapse, management turnover, decelerating growth and net losses, Avigilon CEO shows that he is optimistic as ever.

In this report, we examine Avigilon's CEO outlook and why the focus on top line revenue growth has proven so damaging for the company.

******* ********'* ***** ***** ********, ********** ********, ************ ****** *** *** losses, ******** *** ***** **** ** ** ********** ** ****.

** **** ******, ** ******* ********'* *** ******* *** *** the ***** ** *** **** ******* ****** *** ****** ** ******** for *** *******.

[***************]

Background - $*** *******

*** ******** ******** *** ************ *** ** **** / **** when******** ******** ***** $*** ******* ******* (***) **** *** ****. ******** ***** ********* / **-*** ** ** *** **** easier ** ******* $*** ******* ****** *** ****.

******, **** ******* ** ** *** *** **** *** **** ****** reach **. ***** **** *** **** *** **** ********* $*** million *** ******* *** *** ****, ** **** ** $*** million *** *** **** ******* (** ****), **** **** **** accomplished *** '*** ****' (*.*., $*** * * ******** = $500 *******). ** ** **, **** **** **** * **** over **** ****** **** ** ~**% *** **, ***** ** slightly ***** **** **** **** ***** ***** **** ****.

*******, ******* *** ********** ***** ******** ****** ************ ******* *** USD **** *** **** * ***** (~**% *****), ******** ***** not **** **** *****, **** *** *** ****** *** **** version.

New ****

********'* *** ** *** ******* ** ** ******** ******** ******** event. ****** *************, ** ****** *** *** ********* *** **** **** *** **** **** just ****:

**** * *** **** *** ** **** **’* ** **** growing *** ******** ** ***** *** *** **** *** *************. It’s ** *** **** * ******* ******* ** ****** ******* run ****. **’* **** ** ****** *** *********** ******, *** to **** **be *** ******** ****** ** *** $** ******* ****** ** ****** ** ********* * ** *** **** ****** ***** ** ******. [IPVM emphasis added]

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

*** ********** ****** ** *** ****** ******* ****** *** ** that **** ** * **** ***** ***** ** ** ***** celebrated. ** **** ***, ** *** **** **** ** ************. However,******* ** *** ********* ** * *****, ***** ** ** ***** ********'* *** ** ***** ******* on *** **** ******* ****** ****** ******** ****.

Focus ** ******* ********

***********, ******** ** ******* ** ** *** $*** ******* ****:

  • ********** *** ******* ** '*** ** *** *****'**** ** *** ********** **** (******* ********).
  • **************** ******* *** *********** ** ******** ** *** ******** ** *********** *********** / culture ******** ****** **** ********'* *** / ********** ********. 
  • *** ***** ****** *** ********* ******** ** *** ***** ***** (up ** $**, **** *** ** ~$*.**) *** ******* * huge ****** ** ******** ********* ** *** *******, ***** **** continued ********** **** ********* (*.*., ******** '************ **********' / '*************' ***).
  • *** ***** *** ** ~$*.** ** *** **** ***** ***** it *** * ***** *** **** ********'* *** ******* ********* the $*** ******* ****, ** *** *** ****, *** *** ***** has ********* ** *** **** ** *** **** * *****.

**** ********* *** ******* *******, ** ***** *** ***** ** revenue ***** *** **** *** ****** ****. ** ** *********, allowing *** ***** **** ******* ***** ** *** ******* ** building *********** **** **** ***********.

Never ****

** ******** ***** ************ ********'* ******************, ** ** **** **** *** *********:

*** *** ****** *** ***** ** ** ***** ****. *** have ** ** ********* *** *** **** ** *********. ******* comes **** *** **** ** ******* **** ****. ******* *** failure *** ****** ********, *** ** ***** **** *** ****** up.

***** ** ** ***** ************ ** ********* *** ***** *** some ****** **** ****** ** ******* ****. ******* ***'* **** against * **** **** **** ****** **** **** *** ********* you **** **** *** **** *****; *** *** ****** ***** yourself ***.

***** ********'* ******* ********** ******* (***** ****** ****** ** *******/*********) and *********'* ******* ********** ****** ****** ********, ***** ** **** so **** ********'* *** *** **.

******** *** ********* ** * *** **** *******. **** *** certainly ** * **********, ******, ******* *** **** ** **** become **** ******** ***** ******** * ******* ************ *** *** so ******** **** **** *** **** ******* ******.

**** ** ******? *** *****? **** *** ***** ***** ** beaten ****, ** ***** *** ** *********** ** *** **** sensible ***** *******.

Comments (11)

***** ** *** *** ****?

****, **** ********, **** ** ***** ** ********* *** *** combined ****** ******* ** ***** ************ *** ****** *******.

**** ** * ******* *****:

*********, **** ***** **** $***, *** $*** *** ****** ***** are **** ****** ****** ********* **** ******* **** ****** ** forecasts **** **** ******* *** (** ****, ***.).

**** ***** **** **** *** ****** ****** ** $*** *** Avigilon's *** ****** **** ***** ******** $***.

"**’* **** ** ****** *** *********** ******, *** ** **** tobe *** ******** ****** ** *** $** ******* ****** . [IPVM emphasis added]"

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

***, * ***'* **** *** **** *** ** *** * US $** ******* ******. * ** **** ***** ** **** stat *** ***** ** **** ************ **** ***** ***** **** but ** ** *** *** **** *** *** '****' ** video / ****** ******.

"*** ********" ** *** ****. ***** **** *** **** ****** come **** ** ****** **** **** ********* ** ****** ***** (outside/inside) ***/** ***********. *** **** ***** * ****** ******* *** do **** **** ***** ** *** **** **** *** **** is ** ***** *****. ***** **** **** ** ** ** 600% ****** ***** ** ********* ******* ***********, ******* ******.

****'* *** ********* ** ******* ******* ****** ** **** ** margins? ** ** **** ***** **** ** ***** **** ******** overhead, ******* ******* ******* ** ********* ** ***** *********. ***** increases ***** **** ******* ***** *******. **** ** * *****-**. Not ***** *********, **** ****** ** ********** *** *** ******* is ** ******** ** ******** **** * *********/******** ***********. ** it **** ****** *****?

****'* *** ********* ** ******* ******* ****** ** **** ** margins?

*** ********* :)

***** *** ********* *** **** ********* ** *****, **** ** manufacturing *** *********. ***** ***** ** ************ ****** * ** skeptical ***** *** *********** **** **.

*** ***** ***** ********, ******* ****** ** ********* *** ******** factor ** *********, ***** ******* *** ******* ******** *** ********** early **. *******, *** ********, *** * ****** *** ** a ****** ********, * ** *** *** *** *** **** revenue ****** ***** **** ** **** *****. *** ********* ********* have ***** **** *** *** **** ******* ****** ** *** expense ** ******* *** * ****** ******** ************ ** *** attractive.

*** ********* :)

** ******* ********** **** ****. ** *** *** ** *** more ***** ***** ******* **** ****** ** **** ******.

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

**** ** **** * *** ** ** *-****:

** *** **** * **** '**** ****!', * ******** ** error. ***** ** *** * ****...

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