Eagle Eye Competitive Strategy

By John Honovich, Published Jun 13, 2022, 11:43am EDT (Research)

***** *** ******** *** ******* ******* as *** ** *** ********* *********** in *** ******** ***** ************ ***** market.

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****** ** *** *******,**** *****, ***** *** ** ****** ** be *** ********** ** ********* ******* in **** *** *** - * company ***** ******** ********** ** ******** by ****** ********* *** *****.

*******, ******** *** ***** *** *** ****** Test ****.

****** **** ******, ** ******* *** future *** ******** ** ***** ***, its ************ ** *********, *** ***** differences ** *******, *****'* **********, *** 3 ******* ******* ************, *** *** potential *** ***** ** *** *** Eagle ***.

Executive *******

** ****** ***** *** ******** ** reach $*** ** $*** ******* ****** revenue ***** ** **** ****** *** to ****** *** ** *** **** widely **** ***** / *** ********* in *** ******, ****** ** *****'* unique *********** ** **** ***** *** prioritization ** ******* **********.

*******, ** ****** ***** *** ******** to ** ************ ********** ** ********* with ******** ********** *** ************* ********** (e.g.,****** ** *****) ** *** ****** *******, ***** ages, *** *********** *******.

Drako **** ********** **** *********

***** ***, **** ** *****, ** one ** **** *** ***** ******** that *** **** **** ******, ************ building ********** **** *********.

*******-******* ********* ******** ** ******* *** *** *** ***** **** (when ** ******* ***** ***). ***** Barracuda ***** ****** * **** ********** company, ** *** **** ** ** $160 ******* ** *** **** **** as *** ***, **** ***********, **** nearly */* ** *** ******* ****** from ************ ********:

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***** ***** ** **** ** ~$*.* billion ****** ************** ********* ****** **.*% ** *** **** of *** ***.

** ****, * ***** *****,********* *** ******** *** $*.* *******, * ****** ******** ** *****. A *** ****** ***, ******* ****, ********* *** **** ** KKR, ****** *** ***** *** ***********.

** ******** ***** ****** * *** hundred ******* ******* **** *** **** at *********.

Brivo ***********

* ***** ***,***** ******** ***** *** $** *******. ***** *** ********* *** ******* separate, ** **** ****, **** ******* as ******* ********* (*** ********* *** more **** **** ******* *********, **** as **** *** *********).

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**** ** ****, ***** *** * failed ***.*** ******* **** *** ********* for ***** ** ****** * ***** player. ***,***** ** ****** ** ** ****** at ** $*** ******* ************ $**+ ******* ** ******* ** 2021.

*****'* *** ******-**** ********** ** ******** security ****, ***** ****** **** ****** a ***** ******** *****, ***** *** focus *** ******* ** ****.

*******, ***** *** *** *** ***** (unlike *****'* ******** ******) ** ********* like **** *** *********.

CameraManager ***********

***** **** ****-***** ******* *********** ** *** ******** ***** provider ************* **** *********. *** ***** *** ***** ******** disclosed, *** ** ******** ** ** be ****** *** ***** *************'* ***** size, ***** ***** ** **** ****, and *********'* ******* ******** ****** **** time ******.

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******,********* ***** ******** ************* ** ******* ***** *********** **** **.

** ********, ************* *** ******* ** Eagle ***'* *********** ******** ********, ********* that ***** ******** ***** *********, ********* Verkada, **** ********* ** **** ** deliver.

Uncanny ****** ***********

**** ****,***** *** ******** ********* ********* ******* Vision. ***** *** ***** *** *** disclosed, ** ******** **** ** *** relatively ***, ** *** $* ** $15 ******* *****, ***** *******'* ************ selling ********* ** ** ****** ***********-***** organization **** ****** ***** *** *********.

IPVM Image

** *****'* ***** *** ***** *** CameraManager **** ****, **** ***** ** a ********** **** **** *** *** at * ********** *** ****, ********** considering ** ** ********* ********* **** been ******* *** ****** **********.

*** ******* ****** ***** ************ ** that ***** ******* **************, *** ** well ******* ** ***** **** *** further **** ************ *****.

Hikvision / ***** *** ***********

***** *** *** **** *** ** Hikvision ***'* ******* *** *** **** public ********, **** ***** ******* ** ********** bans, *********, *** ******** ** ******** security *******. ***** ***** ** *** partner, **** ***** ******* ** ****, saying **** *** *** **** ** 'welch' [****** ****] ** *** ***** ******-******* *******.

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***********, ***** ***'* *********** **** ********* has **** **** ******** *** ***** Eye *** ***** *** *********, ** unethically, ********** *** ***** ** **** business.

FDA ********* ***** *******

********, ***** ********** *** ***** *** into ******* ***** *******, ************ *********** Sunell's ********. ***** ******'* ****** *** not ********* **** ********, ***** *** the ******** *********** *** ******** ** himself, ** ***** *****:

**** ***** *** ** ***** ************ *** ** ********** ******* *** FDA** *** *** *********:

*******, **** *** ********* ***********, ***** again *********, ** ***********, ********** **** there *** **** ***** ** ** made ******* ***** ******* ** * fearful ******.

***** *** ********* ** ******* **** Sunell, ***** *** ******* **** **** declared"****** ** ****** *** *****". ***** *** ******* ** ******* on *** ***********.

PPP **** ***********

* ***** ******* ** ***** / Eagle ***'* ***** ** ****** ***** over ****** *** ***** *** ****** and ******* $*.* ******* ** *** loans ******** ** *** ****, **** months ***** ***** *** ****** $** million ** ** ******* ** *** midst ** **** ******, ****** ** fever *******.

***** ******** *** **** ** **** as ****** ** ***** *********** ********, clearly ******** ** *** ***'* **********.

IPVM Image

*******, **** *** ********* *********** *** fever *******, ***** *********, ** ***********, determined **** *** ** ********** ***** let *** **** *** $*.* *******.

Technology ********

***** ***'* ********** ** ********, ***** we **** ** ** ******* ** Drako's / ***** ***'* ********** *****-**** growth *** ****** *****.

** *** * ***** **** * years **** ***** (****,****,****), ***** ***'* ***** ************* ***** reliably *** **** ******* ******** *** a **** ** ***** ************* ********. Our**** ****** **** ******* ******* ******* limitations *** ******.

No ******-**-*****

*** ****** ******, *** **** ******* missing ******* ** *** **** ** direct-to-cloud. ***** *** ******** ***-*** ****** cameras *** ***** * ****** ********* that ******* *** ******* ***** **** local ******* ** *** *****. ***** Eye **** ******* *** **** / ****** ******* 4G/LTE ********* ** *** ******** ** ****** rather **** * **** ****** *******.

**** ******-**-***** ******* *** ********* ***** Eagle *** ******, ***/******** *** *******, have *********** ****.

** ***** ***** *** **** ********** offer ********* ***, ***** ***** **** development ***** ******, ** *** *** confident *** **** ** **** ** will **.

Strong ************

*******, ***** *** *** ******** ************ well, ********* **** * ***** ******** players, ********* **** ******** **** *** (post ***********).

IPVM Image

*****, **** ** **** ******** ********* for ***** ***. **** ****** *** entrants ** *** **** ** *******, while ***** *** ******** * *****, if *************, ******** *** ***** ***** companies ****** ** ****** **** *** cloud *** *** ********* ***.

Brivo ***********

***** *** ******* *** ***** ************ is *** ******, ***** *** *** Brivo's **, **** ***** *** ******* more **** $** ******* ** ****-******* company *****:

****** *** **** ****** ***** ********* 30, **** *** ****, *** ******* purchased $*.* ******* *** $*.* *******, respectively, ** ************ ******** *** ******** from ***** *** ***** ** ******** in *** **** ** ******** ** the ************ ********* ************ ********** ** operations.

*****'* $* ******* ** ***** *** sales ** **** *** *** ***** 9 ****** ** ****, ** **** a ************ ********** *** **** **** would *** *****'* **** **** ***** Eye ***** ** ~$** ******* ** ~15% ** *****'* ***** *****.

Integrator ************ ******

******* *** ****, ***** ***'* ********** favorability ******* ******, *.*., ********* **** **********(** *** ***** ***** * *****):

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**** *** ********* ********* **** *******. ***** *** ** *** ***** particularly ******** **** *********** ********* *** compensates *** **** **** *** ************ with ***** ********* (**** *****).

Future ******* ********* ******

** ****** ***** ***'* ****** ******* prospects ** ** ******, ** ***** has * ***** ****** ****** ********, Brivo, *** ***** ***. ***** *** current ****** ****** ******** *********** *** a ********* ********** ******, ***** *** most ********* *** ******* *** ****** fundraising ** ********* ***** (***** **** funding ***$** ******* ** ****).

**** *****, ** ****** *****, ***** his *******, ** ** ********** ************ in ***********.

Brivo **** ******

** **** ****** *****'* **** ** help ***** ***. *** ~$*** ******* in *********** **** *** **** **** accelerate *****'* ****** *** ******** *****'* VSaaS ******* ***** ***.

*******, *** ****** **** * ****** of ******** ******** ***** (***** ** 75% ** **%) ****** **** *******. On *** ***** ****, ***** *** better ******** ************ **** *.*. ***** though ***** ***** ** *** **** mature, *** ******** ***** ** ****** rate *** ** ****** ** ****.

***** *****'* ***** ***** *** **** challenges, ** ** *** ****** **** to ** *********** ****** ** **** anything *** * ******** ****** ** Eagle ***'* ******* ******.

Milestone *** ******* ***********

***** *** **, ** **** ****, similar ** *********. **** ** ********* was ***** *** ******* ** **** VMS, ***** *** *** ********* **** with *****. ***, **** *********, ******* Milestone ***** ***** ****** ** **********, their ******* ** ***** ** *********** execution *** ********* ** ****** ** make ***** *** *** ** *** biggest ********* ** *** ****'* *** / ***** ******.

***** *** *** ** **** ********** to *******, *********'* ****-**** *****. *******'* engineering-lead ******* *** ********** ** ****** (early ********* ****, ***.) ****** ******** in *** ***** **** *** **** helped ******* ** *** **** ***. While ***** *** *** ********* *********** from *** ***** *********, ** *** be **** ******** ** *********** ******* and *** ***** ****** *******.

Drako / ***** *** ******

** *** ********* **** *****, *** aged **, **** ******** * ******* pattern ** ********** **** *** **** 5 ***** ** ***** *** ********* to **** ******* ******** ** *** market ****** **** *** ** ***** offerings.

*** ****** ********* ** **** ******* in *** ****** **** ** ***** Eye. **** *********, ***** *** ** likely ** *** * *******-******-**** ********* and **** ** ******, *** ***** Eye ***** ******* *********** **** **********-******* rivals ** *** ****** ****.

Comments (5)

*** ********* / ** ********** ** interesting.

***** ******* ** ***** ** *********** execution *** ********* ** ****** ** make ***** *** *** ** *** biggest ********* ** *** ****'* *** / ***** ******.

********* (***** *** ***** **** *****) is******** ** *** ******* ********* ** the *** ******.

********* ** ** *********... ** *** think **** ** **** **** ******* longevity ** *** ** *** ******* companies ** *** *** / ***** market? (**** **** *** *****)

*** **** *** ************ ***** ******* model ****** *** ********* *** ** - **** ** ***** ** ********* longevity?

Agree
Disagree
Informative
Unhelpful
Funny

********* *** *** "****" *******, ***** ** * ************ lite ********. ********* **** *** ***** down *** **** ** *** ******* come **** **** ** *** ******** but * ******* **'* * *********** and ******* ******* ** ***** ******* (though ****** *** ******** *****).

* ***** ** **** **** ******* longevity, ** ***** ***********, ***** *** companies *** **** ********, **** **** a *********** ********* ** *********** ***** position (**** ******* * ******* ******** that *** **** *** ***).

Agree
Disagree
Informative
Unhelpful
Funny

****** *** *** ******** ** ******, i **** ** **** ***** ** account **** ******* **** *********/ *************.

** **** **** ** *** ****** to **** *********/ ************* *** ********* on **** ****** ** ***** ********* though.

*** *** **** **** ** ******* score ** *** ******* ******?

Agree
Disagree
Informative
Unhelpful
Funny

* ***** **'* **** ** **** a ********* *****. **** ***** ** Verkada? **** ** *********? ***.

*** ******** ** ** ****** *** advocate ******* ** ** ********** ***** as ** *** **** ******.

Agree
Disagree
Informative
Unhelpful
Funny

* ******* *** ****. ** *** other **** **'* **** ** **** how ******* * ******* ******* ** behaving.

*'* *********** '**********' **** **** ** ethical **** ** *** **** ********* accountable ** *** **** ** **** to *** ** **** **** ******* companys ***** ***

Agree
Disagree
Informative
Unhelpful
Funny
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