Aaron, good question. I have no idea what strategy Infinova has. Both March and Swann are respectable companies in their own right, but they are on opposite ends of the industry.
Last year, they did ~$150 million USD revenue. This includes March which in the past did ~$100 million, even if March shrank, it still is a huge part of Infinova's overall revenue. Net profits were ~3% and profits have never been significant.
Infinova's revenue shows they are clearly not a force in China and are little more than March Networks and now Swann (which has not made a lot of money either). Background: The Billion Dollar Chinese Manufacturer Who Bought March Just Bought Swann
That said, and here is the kicker, Infinova's market cap is $1.7 billion USD and is trading at 10x revenue. Also, the stock price has roughly doubled in the past 12 months.
Infinova's never been a serious player yet somehow they have been rewarded with a monster valuation of 2x Avigilon. Puzzling.
On the plus side, they have seemed to leave alone March Networks which appears to be hanging in there.