Smartvue ********
******** *** ***** ** *******, founded ~** ***** ***, that ****** $** ******* in ****. *** *** past ******, ******** *** been ************ ******** ** cloud ***** **********, **** 2 ******** *****: (*) 'enterprise', ***** ******** ***** own **** *** ***** management **** ******* ******* and ** *** ***** and (*) '*********' ***** is ***** ******** ******** primarily **** ** ******* providers (*.*., **** ****** Cable) ** ***** ***** video / *** *********. Strategic ********** */**** ** their *******, **** *** balance **** *** **********.
Complimenting ***** *** *********
***'* *** **** ** to ********** ********'* ***** video ********** **** ***** and *********, **** **** Smartvue ******* *** ***** portion ** ***'* ******* end-to-end ***** **********. ********* would ******** ** *** / *** ***** *** VideoEdge *** **** ******** being *****/********** ** ****** cloud ********** ** ***** offerings.
*** **** **** ***** Illustra ******* **** **** be ********** **** ******** (Smartvue ********* ********** **** a ******* ** ****** of ** ******* *** specialized ******** ***-** *** cloud ********** / ************).
Smartvue ** ***** *****
***** *** ************ *****, ********* * health ********** *******. *** **** *** plan ** ** ******* all ***** *********, **** as ****** **********, ***** access, ***. ** * single *********.
Timing ** *********** *** *** *** ********
*** ***** ****** ** when *** *********** ******* SmartVue *** ***'* ******** ***** offerings **** ** ******** is ***** ** ** determined *** ** * top ********, **** ***.
Pricing ***
******* *** *** ***** cloud ******* ** ** be **********.
Access *********** ***
************, *** **** **** are *********** *********** **** their ******* *** ******** House ********* *** **** is ** ** **********.
Smartvue ******* / **** ********* ******* **** ****
******** ******* ****** ****** told **** **** ** is ********* ** ******* 'long ****' ** *** and **** ******** **** of *** ***** ******** * larger *********** / ************ for ********* ********'* *****.
********* *** **** * concern **** ******** ***********, ***** * **-******** **** shortly ***** ***** ******** **** ended.
Smartvue ******* ******** *********
*** **** **** ********'* ******* provider ******** (*.*., ****** to **** ****** *****) shall ******** *** **** continue ** ** ********* by ********'* ****. *******, the ***** *** *** is ********** *** ******** compliments ***'* ******** ***** products (***** ** * few ******* ******* ****** business).
Key **** - *********
*** *** **** ** see **** ** *********. Instead ** ******** ***** own ******** ***** ********, JCI *** ******** ** outside ******** ********. *** long ** ***** **** to ** **** *** how **** (**** ** deeply *** **********) *** integration ** **** ******* to ** ****. *** optimistic **** ** **** this ***** **** **** features ****** **** **** they ***** ** ** their ***. *** *********** case ** **** ** still ***** ***** **** time ** ********* *** it ********** ****** ** they *** ** *** 2 ************* ********* ********* together. ** ** *** know ***** ** **** turn *** ** **.
Competitive ********** - ***** ***, *********, ******* *** *********
*******, ***** ** ***** ********** limited *** *** ***** surveillance ******* *** ** is ******** *** *********. Here *** **** *** matchups
- ***** ***: *** ************ is **** ** ** a ***** *** **** has **** ******* ******** and ********* **** *****. Its ***** ********* ** that ** ***** ** cloud **** *** **** beginning ** ** ****** the **** *** ********** of ******* ** * 3rd ***** ********. ***** Eye ** **** **** targeting *****'* **** ********** base. ****, ******** ***'* *****'* ********* of ***** ****** ******* Brivo, ** ******** ** integrated ***** ***** / access ********.
- *******: ***** ********** * conventional ***, ******* *** been ********** *** ******** ********* (**** *** video****** *** ******) **** **** *****, so **** **** * significant **** ***** ** Exacq *** * ******** engineering ************ ******* ***** development. *******, ***** *******'* pricing *** ******* ***** on *** ****-***, ***** may **** **** ** an *********** *** * mid-market cloud ******** ** *** can *******. ********'* ******* provider ******** **** ******* with *******'* *** ***** JCI's ***** ** ************* their ******** ******* *********, we *** ******** *** being ** ******* / capable ** ******* ** the ******* ******** ****.
- *********: ********* *** * big ******* ********* ** every ******* ************. ** the ****** **** ********* can *** **** ******* features (*.*.,***) ** ***** *********, they *** **** ***** on ***** ***** ****** or **** ******. ********, Hikvision *** **** ********** its *** ***** ******** for *** ********* (**********) *** ** *** had******** **** ***** *** reliability. ***** ** ********** at **** ** ********* moving ** ******.
- *********: ********* ** *** least *****-******* ** ***** 5 ********* ********. **** effectively **** *** ***** cloud ******** (********* / ***** ****** Cloud ******* ***** ******, Now *******) *** ** ** not ***** **** **** is ***** ******** *** how ** **** ****** to ********* **** ******** base (****** ** ***** expect ** *** ******** / ******** ***** **** year). **** ****, ********* has **** ******* *** advocating ** **** **** cloud (*.*.**** ****: ********* ******* highlights ********** ************ ** next ****** ********** *** video **********).
Outlook ***
**** ** *********** *** for *** / *****. Most of ***** ***** ****** have **** ********** ***** internally. ** *** *** integrate ******** ******* *** deeply, ** ***** ** an ********* *** **** but **** ******* ** be ****.
Comments (18)
Undisclosed #1
JCI has such a significant amount of overhead. Do you think they could be competitive in the middle market? In my experience, JCI does really well at extremely large facilities/campuses (e.g. hospitals) but fails everywhere else due to extremely/laughably high cost.
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Undisclosed #3
How much did JCI pay for Smartvue?
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Sergey Bystrov
04/03/18 08:46pm
Talking about risks..
IMHO, it's super challenging to manage such merge.
Good luck.
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Michael Gonzalez
04/03/18 11:55pm
Maybe I'm just old fashioned or just plain paranoid, but in my mind, cloud and security don't go together.
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Undisclosed Manufacturer #4
My prediction is JCI will slowly suffocate Smartvue because they are much better at financially optimizing mature businesses than growing innovative technology. I expect 2-3 years of gain by introducing Smartvue into the JCI sales channel, then stagnation or even decline due to cost cutting activities, lack of investment and increasing corporate micromanagement.
Commercial Video SaaS is still in the early adopter phase. Growth requires investment and agility, neither of which are JCI/Tyco strengths.
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Undisclosed #3
Can something a ~decade long be considered a 'phase'?
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Undisclosed Manufacturer #5
Congrats to Smartvue, I remember their first idea... a wireless camera. John, I do think they took VC in the beginning.
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Undisclosed
One wonders how this will integrate with Hattrix.
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