Here's What Avigilon Should Do Now

Author: John Honovich, Published on Aug 24, 2015

An Avigilon partner asked:

"What would be your Goal if you run Avigilon?"

Given Avigilon's 60% stock price drop since last year, the continued executive exits / ousters, the declining growth, and weak profitability, Avigilon needs to change. However, the company has a strong product offering that can help in a turnaround.

To answer the Avigilon partner, here are the top 4 things I would do:

  • Fire Schmode, Hire Nilsson
  • Divest or RAND the Patents
  • Launch a Low-Cost Line
  • Push Video Analytics Development Hard

Inside, we break them down, including polls / voting on each one.

********** ******* *****:

"**** ***** ** **** **** ** *** *** ********?"

***** ********'* **% ***** ***** **** ***** **** ****, *** continued **************/*******, *** ********* ******, ******* *************, ******** ***** ** ******. *******, *** ******* *** * strong ******* ******** **** *** **** ** * **********.

** ****** *** ******** *******, **** *** *** *** * things * ***** **:

  • **** *******, **** *******
  • ****** ** **** *** *******
  • ****** * ***-**** ****
  • **** ***** ********* *********** ****

******, ** ***** **** ****, ********* ***** / ****** ** each ***.

[***************]

The *******

*** ******* *** ******** ** **** ***** **** *** ************ management ***** ******* ****** *** *****. ***** ***** ********* ** high ****** ******* *** *********** ** **** *** *** **** Avigilon ** *********** *,*** ********* ** * ****** **** *** matured / ******, **** **** ** ******.

Fire *******, **** *******

*** ***** ********* *********** *** **** ****** ** ***** **** *** ************ management *****. ** ******* ** ******** ****** *********, *** ********** negative ***** ** ******* *** *** *******. ** ********, *** CEO ********* ******** ********* ******** ********.

******* *********, *** ******* **** **** ***** *** ***** ***** Schmode *********** **** ***** ** ***** *** ********* ** **** ****. ******* ******** ******* *** has *** ****** ** ******* *******. ** *** **** ****, the ********** **** ****** ******* ** ****** ******** ** ***** ousted, ********* ***'***********' ** *** ****-**** ********** / **** ***** ******.

******: **** **** ***** ********** ****,******* *** **** ******. *** *** **** **** **** *** *** ****, ** least *** ***.

****' ***** ******** ********* ********* *** ********** ** ******* - *********** *****, ********** *** charming. ** **** ** **** ** ****** / **** * mature, ********** *******. ******* ***********, ** ******* ******* ** ************ (Axis ***** *******) **** $*** ******* ****** ******* ** ** has *****-***** **********. ****, ** **** ***** ******** *** ************* with ********, ** *** *********, ** ********* ********* *** ********.

**** **** *** * ***** **********, **** ***** ** ** attractive *********** *** ***. *** ** ***** ** *************, **** *** of ********'* * ***** ******** *****. 

****:

Divest ** **** *** *******

**** **** ********** *******, *** ***** ************ ******** ******* *********** ********* '*********' (**** ********'*)**** **********. **** ******* *********** ****** *** ********. ******* *** risk ** *********** ****** ** ********** ******** ******* (**** ****** because **** **** ******** ** * ******), ******* **** * campaign ** ******** *** ********'* *********, ********** *** ********** ********.

****, ** *** ****, ******* ****** *** ********* ** *** want ** ** ********** **** ****** ******** *** ***** ******** between *********. **** *** *** **** **** ****** *** ******** Avigilon ********* *** **** ** ****** ** ******* ******* ******** people (*** ********* ** *** **** ** ** ** ** adversarial ******** ******* ***** ********* ****** ********* ** * ********** small ********). ********, **** ********* (**** *********** *** *************) **** not **** ** ******* / ********* **** ********* **** *** doing ****.

******** ***** ** **** *** ****** ********* *** *******, ** if *** ********, **** ** ***** **** ** '********** *** ***-************** *****' (****), ****** **** ** *** ******* ******** ** *** positioning ****.

****:

Launch * ***-**** ****** ****

********'* ******* ********* ** **** ** *** ***-***, ***-**** ******* (see ******** ** ***** **** ****). ****** ******** ***** ** ****** / **** *** ****** of ***** ***-**** ******* ********, ** ** ******* ********* *** Western *********.

*** **** **** ** **** ******** *** ****** ****** ******* this, ** ********* ***** *****, ********** ** ********* *** *******, basic ********* **** **** *** **** ******** **** ******. ** further *************, **** *** *** ** ***** *********. ** ****** these ******* ***** **** **** ********'* *** ***, **** *** offer * ****** **** ***** *** **** ******** ********* *** using **** ***.

Push ***** ********* ***********

*** ** *** **** ****** ***** *** ******** *** **** their*********** ** ********** ***** ***** ** ***** *********. *** ********* ****** ** maturing *** **** **** **** ******* ******** ********** ******, ** is ****** *** ****** ** *** ** **** ******. 

******** ** ******* ***** * **** ***, ******** *** **** of ********* ************* ******** ** *******, ******* ******* *********** (*** ******** ******** ******* ******).

******** **** ** ********* ***********, ******* ** ** *** ********, new ************, *********** **** ***** **** *******, ****** ** ******* to **** **** ****** ********** *********, ***. ***** ******* ******** with ***** *** ********** ************** **** *** **** ** ***** as ********* *** ** *** *****.

What ***** *** **?

******* ** *** ******** *****.

Comments (29)

Thumbnail 2015 10 20 14.24.52

Geoff Gritton

Thruvision | 08/24/15 01:52pm

**** *** **** **** ** **** (******* **********) ***** *** Chinese *** ******** ******* **** ***** ***** ****** ***** (***** words), ** **** *** *****'* **** ***** *** **** ** launch * "*** ****" ****** *****. **** *** ******* *** them *** ****** ******* ******* *** *********, **** **** **** back ** **** ** **** **** ********** ******* ********.

*** ****** ** *********. **** *** ***** **** ******** *** "invested" ** **** ********** ******, ** ***** **** **** *** trying ** *** *** **** *****. **** ****** **** * line *** **** ****** ** **** ***** ** ********** ************* and ****** ******* **** **** *****.

***** **** ***** ******** ***** *** ** *** ** *** first ********* ** ****** * ***** **** ** ****** ******** at * ***** **** ***** ******** **** ***** ***** ******* in *** ****** **** ***.

John Honovich

IPVM | In reply to Geoff Gritton | 08/24/15 01:56pm

"**** [*** *******] **** **** **** ** **** ** **** more ********** ******* ********."

*** **** ***** *** **** **? **** **** **** ******* away *** ****? :)

* ** *** ***** **** ******** (** ****) ****** ***** match. *****'* ** **** *** ******* ** ***** **** **** hard.

*******, **** **** ** **** *** *** ** ********** ******. For *******, ** *** **** ** ********** ** ***** ***** minidome ** ~$*** ****** *******, ****'* ***** **% ** ** more **** '*** *******' *** ** ***** *** *** ** the ******** *** *** ******* * ****** ******* ***** ** service / ******* / **** ***********, ***.

Undisclosed Manufacturer #6

In reply to John Honovich | 09/02/15 02:42pm

*** **** ****** ********. ******* **** *** ***** ******** *** a ******** ********. *** *** *****. ****** *******.
*** ** ***** ********* ******** ********** ********* *** *** ********.

**'* ****** ******** **** *** **** ******** ******* **** * mass ********. *** **** ***** ****** *** ****** ******* ****** with ************* ** ***** *** ********* ***** *** **** ******* development ****.
**** ******* *** ********, *********, *********** *** ***** (* **** that ****) ********.

Michael Miller

In reply to Undisclosed Manufacturer #6 | 09/02/15 02:50pm

*** **** ****** ********. ******* **** *** ***** ******** *** a ******** ********. *** *** *****. ****** *******.
*** ** ***** ********* ******** ********** ********* *** *** ********.

****** ** **** *** *** ******** *******. **** **** **** all ** **** ** * ***** **** *** ****** **** IR **** ** ***** **** *** ** *****'* **** ** be ** ***** ** ***** ****.

Jack Sink

IPVMU Certified | 08/24/15 03:10pm

***** ** **** ************ *** *** ***** (*** **** *****) VMS ********* ** ******* ******** ***** *** ****** ** ****** infringement ******* ** ******** ** ********** ** ***** ** ******* to ***** ***** ** ************ ***** ****** **** ** ******** else. **** ** ****** *** ********* *** ****** *******, **** begin ********** **** *** *********** ******* ***** ** *******.

******* ***** ** *** ***** **** ** **********, *** ** will ** * ********* ******.

John Honovich

IPVM | In reply to Jack Sink | 08/24/15 03:16pm

***** ********'* ***** (******* ******, ******* ******, ******* ******), **** they *** ********** *** **** ** *** ******** ** *** much ** * *******. **********, * ***** ** *** **** year, ******* ******* ****** **** ********** ** ********* ** *** cultural / ********** ********, ***** ***** **** **** ** * change ** ******* ******** ***********.

*******, ***** ** * **** ****** **** *** **** ******** struggles, *** **** ** **** **** ** *** ******* ** a *** ** ******** ******* *******.

Undisclosed #1

08/24/15 03:26pm

**** *******, **** *******

**** ***** ** ****** ** ******** **. ******* *********** *** been ********** ** *** **** ** *** **** ** *** recent ***** ***********. ***-*******'* *** ******** ****, ******* *-* *****, if *** ****. ** *** ******* ****, ***** *** ********** financial ********** ** ***** **** ***** ** ********* ** ** early ********* ** ****.

** *** ****-****, *** ***** **** ** ******* ******* ** shrewd ** ******* ***** **** *** ** ***** ** ********* golden ********* *** *******, ****** ** *****.

***** ** ******** ***** ***** ** ****** ***, ***** ***, one ***** ***** **** **** ***** ** **** ** '**** Baldwin' **** ** **** ** *** ******** *** ****** ******* and ********** ***** ************. **, *** ****'* *** *******...

John Honovich

IPVM | In reply to Undisclosed #1 | 08/24/15 03:34pm

**************:********* **** ******** **** ********* ** *****.

*******, ********* ************* **** ***** **** ***-********. ** *** ****, in **, *** *******.

******* ***$*.* ******* ** ***** ************ ** ****, ** **** ****** ** **** ** **** ******* ** at *** *****...

Undisclosed #1

In reply to John Honovich | 08/24/15 04:33pm

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

****** **** *** ********* ** **** ** *** **** ** the ****** ******* *** *** ******** ** ****** ** **** owner *** ***** ************* **** *** ****.

*******'* ******* ****** ****** ***** **** **** ** ********* ***** in *** *****.

*********, ****** ** ** ** **** **** ********** **** *** years, ** *** *** **** **** ***** ** ** ******** agreement, ** *******. ** *** *****, ****** ** * ***** later **** ******* *** ***** *** ***** **** *** **** vs. *********, *** '********* *****' *** **** **** * **** deal ****.

John Honovich

IPVM | In reply to Undisclosed #1 | 08/24/15 04:45pm

********* ** ******* **** ****** ******, ******* *** **,**** ******, ***** ** ~$* ******* ***, or ** ******* ***** ** **** **, ******* ******* *** pay.

** ***** ** ********** *** *** ***** ** ****, ******* of ** ****, ** **** ** *****.

Undisclosed #1

08/24/15 06:08pm

*** ******* *** ********** ******...

John Honovich

IPVM | In reply to Undisclosed #1 | 08/24/15 06:09pm

***** ** ** '***-**-*** *********' ***!

Hal Bennick

In reply to Undisclosed #1 | 08/28/15 08:40pm

***** ****** *** ** * *** ****! ***** *** ***** of *** **** *** *********, *** **'* ********* **** *********. Not ***** ** ******* ** * **** ** *******. *'* buy ****.

John Honovich

IPVM | In reply to Hal Bennick | 08/28/15 08:44pm

***** ** **** ********** ** ****, ** ******, ***** ** easier...

Chris Hammond

08/24/15 09:00pm

**** ******** ***** ******* ********* *** *** *** ****** ***** pressure, ** ***** ********* **** * ***** **** *********** ***** be ****? *** **** **** ***** **** ******** ** *** I ******* ** ** * ********* *** ***** *** ****** assets ****** ****?

******** *** * ****** **** *** *******, **** ***** **** better ********* *** ********* **** **** **** *** ****** **** the ******* ** ****** *** *** *********** ******. ********* ** something * ***** ***** **** ******** * **** **** ******** for ** **********.

John Honovich

IPVM | In reply to Chris Hammond | 08/24/15 09:05pm

** ***********? ***** **.

*** ******* **** ** ********'* *****. **** *******, ******* ** wrongly, ******* ******** ** ***** ***, *** **** **** *** current ***** *****. ***** ****** *** **~$*** ******* ***** *** (stock ***** ** $**.**). ** ******* ******* *** * *******, surely **** ***** **** *** ********* ************** ** ******** ** but ***** ******** ** *** *** **** **** **** *** on *** **** ***** ** $*** ******* ** *******, ** they ****** ** ***** * *****, * ***** ** **** that.

Undisclosed Integrator #2

08/26/15 09:48am

******* *** *** **** ** *** "******* *****" ******. ***** companies ** ***** ** **** ********** **** **** ** ***** a *********** ** "******* *****" *** ****** ******** ******** ** replace ****** ******** **** * "******* *****" ********. **** ***** the ****** *** ***** ******* **** ********. *** ******* ****** was * ***** ***** ******** **** ******. **** **** ** bring **** *** ******* ***** ***** *** ******* *** ******** with *** ****** ******** *** ** **** *** * ***. They **** **** ** ****** **** ******** ** ******* ************.

Michael Miller

In reply to Undisclosed Integrator #2 | 08/26/15 01:27pm

* ***** ********* *** ******* **** ******** ***. *** ** Edge ******** ** **** *** *** ******* ***.

Undisclosed Integrator #2

In reply to Michael Miller | 08/27/15 01:37am

* *** **** ** *** **** **** *** *** *** needed ** ***** ** **** ************ ** * ******* ********** station. **** ***** ******* ***** ** ********.

Michael Miller

In reply to Undisclosed Integrator #2 | 08/27/15 02:44am

* **** **** *** ******** ** *** ***** **** ***** in ****** * ***'* *** *** ** ******'* *********** **** center ******** ** **'* ***.

Undisclosed Manufacturer #3

In reply to Michael Miller | 08/27/15 12:42pm

****, ** ***** ******** ** *******, *** *** ** ***** in ** ******. ** ****** *** **** * *********** ** run *** ****** *** ******* ** *******.

Undisclosed #1

In reply to Undisclosed Manufacturer #3 | 08/27/15 03:20pm

******* ******* ***/*** ******?

Undisclosed Manufacturer #3

In reply to Undisclosed #1 | 08/27/15 08:55pm

******* ******* *** ******** *******. ***** ** **** *** ********** access ** *** ******

Undisclosed #1

In reply to Undisclosed Manufacturer #3 | 08/27/15 10:37pm

******! * ***** *'** *** **:

*** *** ****** **** *** ******** ** **** ******** *** communicate ******** ** * ****** ******* *******, **** * ***, without ******* *** *******?

Michael Miller

In reply to Undisclosed #1 | 08/28/15 03:29pm

********* ** ***** ******** ** ****** ******* * ***/****** **********.

Undisclosed #1

In reply to Michael Miller | 08/28/15 04:02pm

*********.

Undisclosed Manufacturer #4

08/27/15 03:45pm
"**** ******" ** * **** ** **** ** * *********** statement ***** *** ***** ** ****** ** *** ********. ***** are ***** ********** ******* ** *** ******** (* *** ***** of *** ** ** ** *******, ****, *****, ***.) *** this "*******" ********* ***** *** ****. * **** ***** ****** bad ***** ***** **** ***, *** ***, ** ***** * guy **** ****** *** ****'* **** * *** ** ******* people **** ****'* **** **** **** ** ********. *** ****** names. **** ***** ** ***** ****** ******* ****** ****** ***.

Undisclosed Integrator #5

08/27/15 04:49pm

** *** *** ***** ** *** ******** **** ** ****, please ****** **** ** ***** ** **** ********. **** ***** you ***** **** **** ******* **********/****** *** ******** **** ****** abbreviations?

Thumbnail scottpic

Scott Gerrels

IPVMU Certified | 09/01/15 10:54pm

******** * **** ** ********** *** ************* * **** ********* a *** ********.

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