Strong *****
***** '****** *****' ** certainly ********,**** ***** **** **** stronger ** ** ****(**% ****** ** ***** currencies) **** **** **** in **** (**% ****** in ***** **********). ********, given *** ******* **** to *** ****** *** Axis ********** ****** *******, Axis *** **** **********. To *** ****** **** Axis **** **% ****** this ** ****** ****. Also, ******** ** *** overall ****** ******** ************ growth **** (***** ** in *** *-*% *****), Axis ****** ** ******.
**** **** ************ **** at *** ********* ** this ****, ** ** not **** ***, ** they *** ***** ******** here, *********, **** *** not ****** ** **** as **% ******.
Update: **** ********** ******* ********
* ****** ** ****' Q2 **** ********** **** that ********* *** ******* nearly **% ***** ***** increased ** ****** *** same ********** ** *** same ******. **** ** a ****** ********** **** Axis ** ****** ***** truthful ***** ***** ********* projections ******* ***** *********.
Production ********?
** ** *** **** any ******** ** ********** Axis ********* **** ** due ** ******** ***** rather **** ********** ********. It ** ******** **** the ****** ** *** case *** ** **** noticed **** ****, **** than ***** ***********, ****** sales ****** ** **** and **** ********* ******* running ********** ** ******** at ******** *** *******. To **** ***, *** given ***** ***** ****** with ********** ** **, we ******* **** ** likely ***** ******.
Models ********
**** *** ****** ** distributor ********, **** **** commonly **** ****** (**** as * *** * domes) **** ** ** fairly **** ******* *** available. ** ******* *** shortage ** **** ********* impacting **** **** ******** used / ******* ******.
******- **** *** ***
*** **** ****** ******** impact ** **** ********* being ******** ** ***** projects *** **** *********** using **** ** * means ** **** **** customers (** ***** *** ********* sales *** *** **** recently). *******, ***** **** is **** ******* ******** business ****** **** ** the ***** ********, **** will **** ** **** challenging ***** **** **** often ** ********* *** changing *** ************* *** be *********.
*** **** ******** ****** is **** ********* ****' business *************. ***** ***** and ********* ********** ******** to ****** ** ******** expansion, ** **** *** been ***** *** **** of **** ** ***** America ** ***** *** cybersecurity *** ******* ******** have ***** ***** ****. Axis ***** ** ** holding *** *** ** the ********** ***** *** now, ***** ** *** next ******** ** *** battle ******* *** ********* Chinese ****-************* *** ********* Western *** ******** ****.
Comments (32)
Undisclosed Integrator #1
While I could be very wrong, I see very little to convince me that growth miraculously increased over last year's 10% growth. If anything, I would have speculated that sales are down, not up based on personal market demand observations and comments on these boards .
FWIW, my Axis rep left to return to an integrator job and my Milestone rep left to go to another camera hardware manufacturer. After being gold level in both companies, we've sold zero of each for the last 18 months...
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Undisclosed Integrator #2
Axis is lying about increased demand. We have government clients who won't use Axis because of the price and specifically ask for alternatives. All the advantages Axis used to have are being erased quickly by comparable (or in many cases superior) HIK cameras.
Their new 7.x firmware is a joke. We installed a P series 1435-LE and streamed it to a maxed out Core i7 PC and it kept lagging and giving us errors that the stream couldn't keep up.
Axis cameras continually drop offline when connecting to Exacq - The Axis tech support rep said they deal with this all day every day. We now install Christmas light timers to power cycle Axis camera nightly on any job requiring Axis to avoid weekly truck rolls.
Axis is 100% the new Pelco.
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Undisclosed Integrator #3
"government clients who won't use Axis because of the price"? Seems unlikely.
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Undisclosed Integrator #4
Isn't this typical during this time of the year? We have classically had issues acquiring specialty cameras during the school/construction season. Encoders seem to dry up during this season as well. We're seeing supply issues beyond Axis over and over again starting in June through September every year. For example, Panasonic panoramic cameras are an issue every year during this season.
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Undisclosed Integrator #8
Just an FYI to Axis folks out there. I would recommend signing up with Wesco (CSC) as a backup distributor. You don't have to promise them the world but they can help you in a pitch. They usually have a little better stock on Axis cameras (i.e. fisheyes, P3707-PE) that sell out quickly.
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Undisclosed Integrator #9
Wow. Lots of Axis bashin' going on here.
I work for a global integrator and use them almost exclusively because we don't have to run out to service them all the time. No problems working with Aimetis, Milestone, ONSSI, Verint, Exacq, Salient, or any other VMS we have in the field.
And my customers love them as much as my techs.
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Undisclosed Integrator #10
Just fell victim to an Axis shortage. Arecont just received a nice last minute order and we got it all in 2 days.
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Undisclosed Integrator #11
We were told they had a customer order 8,000 P3707's and another order 2,000 of them in the same month. They only make 1,500 or so a month. The frustrating thing is they decided to fulfill that order all at once instead of stagger them. I can't believe they are going to install that many before the end of the year plus the warehouse space to stage them. So now we have a handful of one and two camera jobs that are put on hold until they catch up.
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Christian Laforte
Pure speculation, but maybe one of Axis' hardware suppliers has met unprecedented demand due to Ethereum mining. The demand for GPU has increased 25% due to that in a few months.
https://www.theregister.co.uk/2017/07/10/good_luck_building_a_vr_pc_ethereum_miners_are_buying_all_the_gpus/
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Undisclosed Integrator #12
Maybe Cannon should spend more time focussed on manufacturing than litigation?
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Damon Hood
I am not sure who is reporting they are having issues with Axis supply. I realize they are admitting it, however I am an end user and in the past 6 - 8 months we have installed probable 150 - 160 Axis cameras at 5 or 6 different projects and have not experienced any delays on my projects.
I also just issued another PO yesterday for a new project for a 24 camera install and again all Axis. So we will see if this project takes a while to complete.
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Undisclosed Integrator #14
Has there ever been an Axis back door or vulnerability exposed? Serious question. We have customers who will only use Axis because they are not made in China. Price is not an issue with these customers and support from Axis has been really good in my experience.
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Ethan Ace
Update: We've added a section to the report after reviewing Axis financials.
A review of Axis' Q2 2017 financials show that inventory has dropped nearly 20% while sales increased by nearly the same percentage in the same period. This is a strong indication that Axis is indeed being truthful about sales exceeding projections causing these shortages.
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Scott Bradford
I'm waiting on a dozen P3707 units. Estimated ship is October. My Hanwa rep is trying to flip us to their new multi imager camera, but there's a several hundred dollar delta
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Ethan Ace
Another update, Axis commented specifically on the P3707, saying:
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Undisclosed Manufacturer #16
[Avigilon Employee - IPVM Note Added]
A great opportunity for the users of the P3707 to have a look at the AVIGILON Multisensor models available with 3x3MP or 4x3MP heads with varifocal lenses. These are ONVIF and have been deployed with various VMS platforms. I for one cannot understand that especially this model of AXIS camera would be in such high demand with such modest manufacturing numbers. Surely the AXIS Sales team would have been aware that an order of 8000 of any model was pending which would have allowed production to anticipate. Maybe we are not given the full truth by AXIS...
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