Financials ********
**** **** **% ** ** ****, in ***** ******** *****, **** **** year. ********, ***** ******* ********* **** 51.3% ** **% *** *** ******* jumped **** *.*% ** **.*%.*** **** ** **** ********* ******.
3,000+ *********
**** *** ******* **** **** *,*** employees, ** **** ~*,*** * ***** ago, **** ********** **** ****** ******** *********** ********** ****** ** **** *** ********* in *** **** *** *****.
Geographic ********* - ******** *****
*** ******** ***** **** ******* ****** with **% ***** **** *** * modest **%.
**** *** **** * *****, **************, Axis *** ************ *** ********* ** the ********, *** *********** **% ** total ******* ***** **** *** ********* in **** ** ** *** ******* been ******* *** ** *** ******* Chinese ****** ******, ** *** *********** geographic ********* ***** *****:
Impact ** ******* ********
**** *** *** **** ***** *** much ***** ******* ******** *** ******** their ******* ******. *** ****** *** be **** **** ** ** ****, as **** ** **** *** ******* reports ****** (*.*., **** ****).
Too **** ***** *******?
**** ******* **** **** ******* ****** is *** ***** ** *******:
***** ****** ******** ** * ****** level *** ******** ** **.* ******* (51.3) ****** *** *******, ***** *** be ********* **, ***** ***** ******, a ********* ******* *** *** ******** currency *******.
*** *****, **** ***** ******* **** been ** *** **% *****, **** 55% ***** *************** ****. ************* ***** margins (**** ****** ******* ******) ** certainly * ******** **** ** ** shows * ******* *** ******* * premium ** *** ****** ******** ** the **** ** **********.
*******, *** **** ***** ******* *** also **** * ****** *********** ** lower ****** *** **** ******* ******* and ****** *****.
Hikvision **********
*******,*********'* ******** ***** ******* ********* *** **** **** ******, ******** from ****** **% ** **.*%. ********, Hikvision's ******* ** ****** *********** ** ~22%, ***** **** **** ******.
**** ** * ******** ** *** past *** *****, ***** *********'* ********* domestic ******** *** ***** ********** ** overseas ********* *** ********* ************* ********** Axis.
Future ******?
*** **** ******** **** *****? **** do **** * *** ******* ******* against ****:
** *** ***** ****, **** *** decreased ***** *******, ********* ** ****** heavily ** *** ******** ***, ** their ******* ******, **** ******* **** the *** ***.
Poll / ****
Axis reported strong Q2 2018 financial results and, for the first time in many years, Axis grew faster than Hikvision.
Comments (3)
Undisclosed Manufacturer #1
During a time where a lot of other Manufacturers are crumbling, this is a strong sign that there still people out there that are not just buying on price - a great sign for the industry as a whole.
Create New Topic
Robert Baxter
I heard today two other manufacturers advise that they too were experiencing component shortages requiring them to buy 6mo supply: some components only available from china, china tarrifs, our industry manufacturers are with cellular manufactures, foxcom for supply of the same chip sets. Would find a deeper dive on this issue would be helpful in our strategic outlook.
Create New Topic
Undisclosed Integrator #2
Imagine what the revenue numbers would have been if they could manufacture and ship all the cameras on back order
Create New Topic