Is there a 10-K 'like' report that will reflect there managed serwices revenue? Or revenue contributing to there Vsaas?
Axis Growth Rebounds Q3 2013
Axis had its best quarter in more than a year, rebounding from recent slow growth, to its old high growth pace. In this note, we examine what drove it and whether they can sustain it.
I am pretty sure they make more money selling camera mounts than VSaaS...
Leaving that aside, Axis' financials only breaks into 2 categories - video and 'other' (old printer server, etc.). Here's what that looks like:
They never break out video in the report, but they do sometimes talk about particular segments in the analyst call (like encoders or domes).
However, I cannot recall any major mention or focus on VSaaS on those calls in quite some time. Unless it suddenly starts taking off, I would suspect them to continue to ignore it in their financials, even anecdotally, as they are meant to excite investors, not depress them.