Financials ********
**** **** **% ** Q2 ****, ** ***** currency *****, **** **** year. ********, ***** ******* increased **** **.*% ** 55% *** *** ******* jumped **** *.*% ** 16.5%.*** **** ** **** financial ******.
3,000+ *********
**** *** ******* **** than *,*** *********, ** from ~*,*** * ***** ago, **** ********** **** ****** ******** *********** office**** ****** ** **** 100 ********* ** *** next *** *****.
Geographic ********* - ******** *****
*** ******** ***** **** overall ****** **** **% while **** *** * modest **%.
**** *** **** * years, **************, **** *** strengthened *** ********* ** the ********, *** *********** 60% ** ***** ******* while **** *** ********* in **** ** ** has ******* **** ******* out ** *** ******* Chinese ****** ******, ** the *********** ********** ********* below *****:
Impact ** ******* ********
**** *** *** **** clear *** **** ***** product ******** *** ******** their ******* ******. *** impact *** ** **** felt ** ** ****, as **** ** **** the ******* ******* ****** (i.e., **** ****).
Too **** ***** *******?
**** ******* **** **** revenue ****** ** *** spike ** *******:
***** ****** ******** ** a ****** ***** *** amounted ** **.* ******* (51.3) ****** *** *******, which *** ** ********* by, ***** ***** ******, a ********* ******* *** and ******** ******** *******.
*** *****, **** ***** margins **** **** ** the **% *****, **** 55% ***** *************** ****. Strengthening ***** ******* (**** strong ******* ******) ** certainly * ******** **** as ** ***** * company *** ******* * premium ** *** ****** relative ** *** **** of **********.
*******, *** **** ***** margins *** **** **** a ****** *********** ** lower ****** *** **** overall ******* *** ****** share.
Hikvision **********
*******,*********'* ******** ***** ******* plunged** *** **** **** period, ******** **** ****** 50% ** **.*%. ********, Hikvision's ******* ** ****** decelerated ** ~**%, ***** than **** ******.
**** ** * ******** of *** **** *** years, ***** *********'* ********* domestic ******** *** ***** investment ** ******** ********* had ********* ************* ********** Axis.
Future ******?
*** **** ******** **** trend? **** ** **** a *** ******* ******* against ****:
** *** ***** ****, Axis *** ********* ***** pricing, ********* ** ****** heavily ** *** ******** and, ** ***** ******* market, **** ******* **** 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.
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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.
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Undisclosed Integrator #2
Imagine what the revenue numbers would have been if they could manufacture and ship all the cameras on back order
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