Axis Acquires Retail Analytics Developer

Author: John Honovich, Published on Jun 03, 2016

Two acquisitions in a week and the third in three months for Axis. At this point, it is pretty clear - Axis is on a buying spree.

On the other hand, they are buying pretty small companies.

In this note, we examine Axis acquisition of retail analytics company Cognimatics, looking at how this impacts Axis and the market.

*** ************ ** * **** *** *** ***** ** ***** months *** ****. ** **** *****, ** ** ****** ***** - **** ** ** * ****** *****.

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

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

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

Cognimatics ********

************* * ***** ******* ***** ****** ********* ********. ***** ******* was *** *********, ***** **** **** **** ******** *** **** 12 *********, ** ***** ****** ******* ** ** ***** $* million *** (******* ***** ***** ******* ~$* *******).

**** ** ***** ********* ***** *** ***** *** *** *** familiar **** ****:

***** ********* ******** ** ****** ** ******** ** ***** ***** cameras *** ***** ********* ******** *** ** ****** **** ********** or (**** ******) ********** **** *****).

Axis *** ********** **** **** ********

*********** *** **** ** **** ******* *** ~** ***** *** was *** ** *********** **** ********.

*** *********** ** ********* **** **** **** ********, **** * 10 ****** **** ****:

*********** *** **** **** **** ********* ****** ********* / ****** counting *******. ***** *********** *** **** ************ **** ***** ****** manufacturers (*.*., *******, *******), **** *** ****** **** ***** #* partner.

What **** ** ****?

*** ***** **** ** *** **** **** ******** *********** *** that **** ****** ** ****. ***** ***** ********, ***** *********** backgrounds (*.*., **** **********), *** ******* *** **** ****, **** simply ******* **** **** ******* **** ** ****. *** **** were *** *** **** ****** ********.

* *****. * *** ****** ***, ** **** ******* ** a ******* ****** ********** ** *** ** **** *** ******** who ****** ** *** *********** *** **** **. *****, ** called ********** ****** *** *** ******* ****** ***** ***** ***********, who ***** ******* *** ***********. **** **** *** **** ***** pricing *** *********** *******. ** ** ****** **** ***** *** goal *** ** *** **** *******. *** ***** **** ******** did *** **** ********. **** **** **** ***********. *** ****** at *********** **** ****** ** ******** ** ***********. *** **** if ** *** *** ******* *** *********** *******, ** *** clear **** **** ***** **** ** ** **** ********** **** Cognimatics, ****** **** ****** ******* ****, ***. ** ******* **** up.

Axis **** ********* ******** ******

**** *** *** *** ** **** ********* ******** *** ~ 7 *****. ** ** ************** *** ****, **** ******** **** platform *** **** * *******. ***** **** *** *** * lot ** ******** ** **** **, ***** *** ********** *** and *** ********** / ***** / ******* ******* *** ***** convoluted. **** **** * ***** ******* **** ***********, **** *** a *******.

Benefits ** ****** ***********

****** *********** ***** * *** ** *****. *********** ** ****** a ******* *** **** *******. ***, ** *** ********* ** that. **** *** ******** **** **. **** *** ******** ******* it, ***.

**** *********** *** ************ **** ***** ********* (** *** ***** of ******** ** ******* *** ******). **** ******** *** ********* supporting * ***** ******* *** **** **** ********. *** **** Cognimatics ** **** ** ****, ** ***** **** ****** ** able ** ****** ******* ** **** **** **** **** ******* and **** ** ******* *** ******* **** ****** ******** ******** is *** ******* ***** ***** **** *** ****.

Outlook - **** *********

*** ***** ** *** *****. **** ** ***** *** *** buying ***** ************* ***** ** **** **** **** ** ******** open ******** ******* **** **** ** ** ***-**-*** ******** **** various **** *** ***** ******* (***** ************ ** *** -**** ******** ***** ********* **** *******,**** ******** ******** ************ **).

** **** *** *** ****** ** ***** ************* **********, ** will **** (** ***** ********) **** ****** **** ******* *** ongoing **** ** *** *** ** *** ****** ****** **** the ****** ** ********* *** ******* *************.

Comments (15)

**'* ** ******** ****, *** * ***** ***** **** *** sentence "*** ***** **** ** *** **** **** ******** *********** but **** **** ****** ** ****".

*** ******** *** ** : ****'* ***** ** **** *** Open ********* ******** ******* ?

*** ** ** ** **********, **** ** * ******* ** just ***'* **** ** **** ****. **** **** ***** ******* all **** *** *****, **** ********* ** *** ***** ******* direct **** ***** ****** *** ********* **** ** ******* **** themselves, *** ***** *********. * **** **'** ******** * ******** and ***** *** **** ** **** ******* *** *********. **** couldn't **** ******** *** **** *********** **** ** ** ****.

*** ***** ***** **** **** ** ** **** **, *** was **** ****** **** *** ********?

*** ***** ***** **** **** ** ** **** **, *** was **** ****** **** *** ********?

**** **** ***** ******** ** **. *********** ******** ****** **** Axis *********** ********, ***** ***** ***** ************ **** *** **** such * *********. ****, ** ***** ** ***** ******** **** strength **** **** ****** **** ***** ****** ***** ***** ******. Related:**** / ***** ********

"**** **** ***** ******* *** **** *** *****, **** ********* to *** ***** ******* ****** **** ***** ****** *** ********* them ** ******* **** **********, *** ***** *********."

*************, * *****, *** ******* ** **** ******** *** **** simply ******* ***** ** **** *********** ** *******. *******, **** truly ** **** ***** ******** *** *'* **** ********* **** their ********* ** ** ****. **** ** *** **** ******** that * *** ** ***** ********** ** **** ** ******** properly. ** **** **** *** "**** ********" ****** ** **** has ** ** ******* *** **** ** **** **** *** to ******* ******* ***** **** ** ** *** ** ***** on ***** ********.

*** ***** ***** **** **** ** ** **** **, *** was **** ****** **** *** *** *****?

******* **** *** ******** **** * ****** ****. ;)

****'* ***** ** **** *** **** ********* ******** ******* ?

****-********, ** ** **** *******, *******'* *** ****? ;)

* ****** **** ******** ***** ** **** ** *** **** they **** ** ***.

*** ***** ** ***** ** **** *** **** ********, ***** I ** ****** **** **** **** ****, ** ***** ** have ** ******* ******* **** *** ********* *** (**** ******** Citilog, ********** **** **** *** *** *** ******* ******** **** they *** ***).

***** ** **** *** **** **** ** ***** ** ***** the **** **** *** ****** *** ********* ** ************ ** punish *** **** ******* *** ********* *****.

**** **** *** **** ***** ** **. ** **** ****** wanted ** ***** ****, ** ***** ** * *** **** efficient ************* ** *** *** *** ******* ****** **** * little **** **** *** *** ******* ******** ***********.

* ** *** **** **** **** ******** ** ****, *** it ***** **** * *** ** ****** ************* ***** ************* to ***** **** ********, ***** ** *********.

**** *** *** ***? ***** ******* ******** ***** **** *** much ****** ****** ********* **** ******* ****.

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

******?

*******. *** **** ** ** ***** *** **-**** ********* ****** ********* **** ** **** ***** **.*% ** **** *****.

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

*** ***** ***** **** **** *** ****; ****** ***** *** other ***** *** ***** ******* ** ** **** **...

* ***** **** **** ** ***** *** **** ** ** incorrect ** **** ** *** **** ********* ********. **** ***-******** that *** ************ *** ** *** ****** **** ** *********. The ******** **** **** *** *** ******** ** ****, ** Axis ****** *********** ********, ***** ** ******* ** ******* *** more ********.

** ****** *** ******* ******** ***** **** ***** ***** ** application ***** ***** **, * *******, ** ** *******, *** own ******* ****** ** ******* ****** ************, **** **'* ********** application ******* ** *** ******, ******* ******** ** *** ********* storage **** **** *****, ******* ******** *** **** *** ** NVR *** **** * ****** ** *****-***** ****** ******* (***** include *****).

***** *** ***** *********** ***** ***** *********** *** (***** * can't ********* *******), ** ** *** ****** **** *** **** applications *** ** *** ****** **** ** *********. **** **** be ** *** *** **** ****** *********** **** ** ******, but *** *** **** ****.

**** ***: * *********, ********, *** ************ ** *** *******, COLDSTREAM *** ********* ********.

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

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

*******,

******! ** * **** **** *********, ***********' ******* ** *** realm ** * *** ******* ***, ***** ***** **** ***** to ** *********** **** **** * ***** ********* *** **** software ****.

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