The Rise of SaaS - Physical Security Fund Raising 2020

SaaS ******

********* **** ****. ** contrast, ******** ******** ***** are ********* (***-****) ******* purchases. ******* ** *** SaaS ** ****** *** buyers ** *********.

**** ** *** ********* is **** *** ******** of ******** ******* ***** new ******** **** **** the ******* ** ************ expand ***** ***** *** marketing, *** ***** **********, with ******* ******* ** raise ** ****** *****, and ***** **** *****-** setbacks, **** ** ***** or ******* ** ***** own *****.

Power ** **** ******* / ********* / ****** *****

** **** ********, ******* funds ** ***** ****** negatively. ***, ** *****, a **** ****** ** failed ******** (**** ***, Firetide, *** ******, ** name * ***), **** that **. ******, ***** are *** ** ****** success ******* ** **** industry (*** ** ********** exits **** ******* ******).

*******, **** **** ****** could ** *********. * few ********* ********: (*) less ***********, *.*., ***** companies *** ********** *** in *** ****, (*) few ***-** ******** (**** Qumulex), *** (*) **** is ********** ** *** incumbent's ******** *****, ** advantage **** **** *** entrants **** ***, ********, and ****** *** *** have.

*******

***** *** * ** these ******** **** **** subscription *********, ******* *** the ********* ********* *****,***********. *** *********** ****** ******** *****,******-** ********, ********* ***** *********** ** ****-********** ** disrupt *** ********.

** *** ****** **** Verkada *** ** ********** in *** *******, *********** to **** *** ***** into * ****** ******* physical ******** *********, ** could ************* ****** ** industry ****, *** *******, has ******* **** ***** on **** *********.

Flock ******

***** ***** ** ****** known ** *** ******** and *** ********* ********** as ******** ** ***-****, the ******* ******* * comparatively *******$** ******* ***********.

*** ********* *** **** they **** * ****** engineering ********** (* *********** company) *** **** ******* built ********** * ***** in ***.

***** ***** **** ** expanding ** '***** **** crime', ***** ***** **** up ******* ** ** seen. ***** ******* *** their *********** ****** ******** them * **** ** becoming * ***** ***** surveillance ******** ** *** next * *****.

*********

********* ** ** ******* in **** ****, ** all *** ***** ********* were *** *******. *******,********* ******** ***** $** million ***************** ***** ******* ******* and ********** ******** ** a **** ****** (****** recognition) **** ** ****** increased ****** *********.

** ****, ********* ***** be * ********** ****, where * *********** ******* figures ****** ***, *** we **** *** **** yet **** ********* *** figured *** * ********. Unless **** ** **, we ****** ********* ** be ** **** **** a ***** ****** ** video ************ *** ****** control (******* *************).

*****

***** ** *** ** a **** ** *** access ******* ********,******* $** ******* **** year. ***** ********-***** *****, focused ** ******* ** large ********, ** **** a ****** ** ********* HID. ******,*** *** *** ****** about '*********' *********** ***** ******** *** ***** **** offering **** *** ****** replacements.

*** ********** **** ***** is **** **** *** not *********** ********** ** a ********* ***-**-*** ****** provider (***** ******** ***** or ** ** **** new ******* ********). *** upside ** ******* (***** could ****** *** '***' HID) *** *** **** also ** ******.

Eagle ***

***** *** ** ****** a ****** *** *** while *** ******* ** not ************ ***** *** strong (* ******* ***), Eagle *** *** ******** well ******* ********* $** *********** ****. **** **** them ** * ****** position ** ********** ** the ******* ***** ************ market ******* *** *****. While ***** *** **** not ******** *** ******, they **** *** ********* to ** **** **********'* equivalent ** ******** ******** Intellix ** ********* ********.

********

******** ******** * *********** of ****** ***** *** mobile ****** *******, ******* $** ******* **** year. *** *******'* ******* base ** ***** ********** small (****** **,*** ***** doors **** ****) *** the *********** ** ******* plus ******** **** ***** and ****** **** ***** them ** ***** *** against **** ********* ****** control *********.

* *** ***** **** be *** **** *** how **** ******** *** build *** *** ******* advanced ****** ******* ******** that **** ****** **** or *******.

******

****** *** ******* ***** a ***** *****-***** ***** management ********,******* $** ******* **** year **** *** *********** ********* ** *** mass ******. ** ** unclear ** ** *** big **** **** *** but **** *** * good ******* ** *** combination ** **** **** VC ******* ***** **** to **** ***** **** from ********** **** ** March ******** *** ******.

***

****** *** ******** *****, ADT ** ***+ ***** old *** **** ********* the ****** ** *** entrants. ** ***** *******, ADT *** ******** **** good **** *** ******** and * ******* ***** as****** ******** ** ***. *******, ****** *****, ADT's ***** **** **** before ** ** *** same ****** ** *** pre-Google **********.

*** ********** ** **** the ****** *** ******* Google ** *** ** much ** * ****** in ****** ***'* **-**** core *********** ******.******* ** ******* ******* disclosed ********* **** ** more ** * ****** deal ****** **** ******** *** cloud ******** **** ** is ** *********** **** the ****** ** ***.

*******, ******* ********** ** that, ******* ******'* **********, ADT's ***** ***** **** sunk *** ******* *** that ****** ** ******* to ***** *** ****** facing ***.

****** ***** **** *** OK *** ***, **** the **** ******, *** the ****** *** **** in *** ******** ***** see *** ** *********** risk ** ********** ******.

******

'*****' **** *** **** an ****** ******* ********** to ******* ***** ************ companies ***** ** *********. Perhaps ****** *** ****** that *******? ***** ***** and ********* *** ******* access *******, **** **** not **** ** **** much ***** ** ************** (though ***** ***** ***** challenges *** ************ ******* business, **** ** **************).

** ********, ****** *** relatively ******* ***** ** be * ********** ***** access ******* *******, **** ~$250 ******* ******* ** 2019.

***, ***** *** ***** to *** ~$*** ******* in ******* ********* ********* to **** * ** factory (***** ***** ** the ***** *** * China ******** ******** *******). Whether **** ***** ** fruition ******* ** ** seen ***, **** ***** US ********* **** **** raised *****, *********** ** a ******** **** ** pursuing ******** *****. ** ZKTeco ******** ** **** IPO, **** **** * shot ** ******** * global ****** ******* *****.