Cisco Acquires Fluidmesh
Cisco announced it is acquiring niche wireless manufacturer Fluidmesh.
Both Cisco and Fluidmesh have been offering video surveillance solutions for more than a decade but neither has become a major mainstream player in this market.
In this note, based on feedback from Fluidmesh and Cisco, we examine the rationale for the deal and what the two companies combined are aiming to accomplish.
Fluidmesh **********
********* *** ************ **** ** ****** for ******** ***** ************ *** ****** at * **** ***** **** **** its ***** ******** (*********** ******** ************* ****).
********* *** ******* ** **** ** a ***** **** ***, ******* ** wireless ******* *** ***** ************.
********* ****** ****** ** ******** ********, ******* **** $*** *** **** preconfigured *****, ** ~$*,*** *** *** link **** *** **** ******.
Cisco ***** ************ ********
***** ** * ***** ****** ********** manufacturer,********* **** ********* $**.* *******. **** ******** * 27.4% ********* ******, ***** ***** **** made **** $** ******* ** ****** in ****. **** ****** **** **,*** employees ********, *** ***** **** ********* focus ** ***/*** **********, **** ***** software, ***, ******* ********, ***** *** service ******** *********.
**** ********* ** ***** ************,******************** ******** ******* *** **** **-******* ******. ** 2018,***** **** ********** ******** ***** ******** ********* ******** Including '******** *****', ****** ** *** ***** ***** what *** **** ** ****.
*******, ***** ** *** *** ** video ************, ***** *********** ***** ** *** ***** *****, ***** ** *** ******** ******** *****-********* *******.
***** ***** ****** **-** ******** *** access, **** ** *** **** * dedicated ******* ******** ******/******** ******* ****.
*********** ******* *** *********
******* *** ************ ** ** "****** to *******", *** ***** ******* *** not ******, ******* ********* *****:
*****, ** ******** ** ******* ** separate *********. **** ********** ** *** acquisition, ** ****** *** **** ******** of ********* ********* ** ******** ** Cisco.
Mobile ******** ***** ** ***********
********* *** *************** ************** ******* ****** **-** *** ************** as **** *******'* ********* **** *******, *** *** ************ ********* ******* on ****** ************** *** **************, ******, and *************.
********* **** **** **** **** ** discussions **** ***** *** **** ******:
*** *** ********* **** ****** ******** for ****** **** *****, ********** ********* in *** ********** ******** ** ****** market. ***** *** ********* **** **** in *********** *** **** ****** ***** potentially ****** ******** ******* ***********.
********* *** ************ ******** ***** ********* for *** *******, ****** **************, ************** *** ***** *** ******* ******* for ******** *** ******* ** ****.
Video ************ *** *********
*** ************ *** *** **** *** mention ** *********'* ************ ** ***** surveillance, ***** *** **** ************ * strong ***** *** ********* *********.
********* **** **** **** ******** ** focus ** ******* *** *********** *********** in * ******** ***** ************ ******:
***** ** ***** ************ ****** ********** has ******* **** *** **** ****** and **** *** ************ ******** ******** usage. **’** **** *** ****** **** have ******* ** ** ******** ** grow *** ********:
- *** **** ** ** ** ****** has *********** **** ****. **** *** led ** * *********** ******** ** demand ** ******** ************ ** **** cameras *** ********* ** ****** ***** wires ** ***** ***’* ** ****. For *******, ******** ********* ******* *** perimeter ******** ***** ***** ***’* *********; use ** ****-****** ****** ** *********** mining **** ******** **** ***** *** control; ** ******* **** ******* ** a ******. *** ** ***** **** on **** ****** ***** ** ****** security *** ******, *** **** *********** requirements. ******* ****** *** ***** ********* is ********.
- ** ******** ** *****-****** ** ******* that ******* ************* **** ********* ** operate. ***** ******* ***** *********** ** pay **** ********* ** *** *** wireless ******* ** ********, **********, *** maintained. *** ********** ******** **** *** approach ** ******** ******* *** **** valuable **** *** ****** ** ** assist **** ********* **** *** **** not **** *** ******* *********** ***** this ** ***** ***. ** ***** types ** ********, *** **** ** the ******** ******* ** ******* **** than ** ******* ** *** **** of *** ******* ****** *** ** not ********** ********, ** *** ********** the ***** ***. **, ** ***** perfect ***** *** ** ********** ** work **** * ******** ****** **** can ****** **** ** ******.
Strong ********* ** *********
***** ** * ****-***** ***** **** a ****** ***** *** *********. ********, Cisco ******* ******-*** ******* **** ********* do *** *** **** *********'* ******* primary ***********, ********. **** ** ***** factors ****** ** ******** ******* *** Fluidmesh.
********* ***** *****'* ****** ***** ****** increase ***** ******** ** *** *******:
*** ****** *** ********* *** **** how ** ***** ************* *** ********** adoption. ***** **’** *** * ******* growth **** *** **’** ******** **********, we ********** **** ** ***** * substantial ****** ** ****** ** ******* in **** ******** - *** ************ are *********, *** ******* ********* ** different *** *** ***** ** *********. It’s **** ******** **** **** ******* every **** *** ***** * *** vertical. ** * ******, ** ********* a ************ **** ***** *** ****** one ** ***** ********* **** ********. Through *** ******* ******** ** *****’* business, ** ******** **** *** ********** could ** ******* **** ******* ****** multiple ****** ********.
************, *****'* ******* ** *** * strong ******* ******** ******** ********, *** Fluidmesh ****** ** **** ** **** that ********.
**** ***** ******** *********** ********** *** Cambium, ******, *****, *** ***** ************* targeting ****-*** ********** ******* ******** ********.
Minimal ****** ** ******** **** ******
***** ********* *** **** ******** *** in ***** ************ ** *** **** decade, ******** *** ********* ** **** away **** *** ***-****, ***** ********** backhaul ********.
** ** **** ******** **** ***** will ** ********** ** ************ *********/********* in **** ******.
Vote / ****
** *** **** **** ***** ***** I've ****** **** *** ********* *******. If * ****** *********, **** ******** used ******** ******** *** **** ** their ****** - * ** ******** that * *** ** ***** ******* sauce ** *** ** *** ******** but ** *** ********.
******: ********* *** ***** ** ** longer, **** *** ** ****** *** called "***** *****-******** ******** ********":
***, ***** ***** ****. ** **** so **** *** **** ** *** to ****** ********** ***.
********* **** ***** **** **** ** the *******.
* ****/**** ********* ** ******* ******** for * ******. ****'** ****** ****** you ** *** ** ****** ******* bandwidth ******. *********, *** ****** ****** came **** *****, ***** ***** **** gotten *** * ******'* ***** ** bandwidth, *** ** ****** *****, **** cut ** **** ** ***** **** the *******, ** **** ***** *** to *** ********* ******** ***** *** of *** ****. **** ***** ****, it *** ****** * *****, ******** product ** ********** ********.
******* ***** **** *** ******* ** wasn't ****** ** * **** ***** doesn't *** **. *'* ********* ** the **** *****, ** **** ** in *** ******** ** ****, *****, as ** *** ** * ***. Or ***** ****** ***'* ***** ***** will ****** ******** *** *** *****.
*** ********** *** **'* **** **** well. *********** ** ***** ******* *** we *** ***** *** ** *** one ****.
**** ******* *** ******** ********, *** of ** ********* **** ** **** link ********* *** ** **** ** day :)
**** **** ********* ***** ** ***** setup? *** ***'* *** *** **** it ****'*!