UTC Merges Lenel and S2, Creates LenelS2

By: IPVM Team, Published on Oct 03, 2018

UTC has completed the acquisition of S2, launching literally Lenel's2 LenelS2 with UTC declaring that "LenelS2 unites two world-class teams with complementary strengths."

'Uniting' competitors, especially at the size of Lenel and S2, is unprecedented within the physical security market and exposes them to significant challenges. Can LenelS2 succeed?

Inside this note, we examine the challenges and share feedback from S2 Founder John Moss who shared his excitement and thoughts to IPVM about the upside of LenelS2.

LenelS2 ********

***'* ********* ********* **** take *** ******* ****, with ** ******* **** Moss ******* *** ** product, ***** ************ *****:

***** ********* **** ****** will **** *** *** organization *** ** ******** Founder *** *** **** Moss **** ***** ** Chief ******* *******.

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

****** [**** ** ****** available], **** ** ********** background, *** ******* **** Lenel's ***** ******** ***** leader **** **** * years ***, ******** ***** President * **** *** a **** ***. ***, Stanek **** *** ** Lenel *** **. ** the **** ****, **** runs *** ** ******* and *********** *** **** sides.

Uniting *********** **********

*** ******* **** '*******' competitors ** ***** *******, in **** ******* *********** and *****. ******* *** is ******* ***** *** S2 **, ************* ******* and *********, *** ***** of **** *** ** is ***** *******, **** when **** *** ******** in ******* *****. **** creates *********** **********.

** *** ******* ****, this ***** *********** *********** when ****** ******** ** both ********* *** *********** complexity ** *********** ********* technology ****** *** ***** sets, **** ******* **** which ******* / **** gets *********** *** *********** and *** *****.

********, ** *** **** side, ******* ** ***** with ****** '*******' *** sales ***** (*.*., ******* staff) ** ****** **** wastefully ******* ******* **** other *** *** **** accounts. **** ** *** sales ***** *** ******, there **** ***** ** complexity ** *********** **** to **** **** *** knowing **** ******* **********.

Magic ******* ** ***** *** ** *******

** *** ******** ****, LenelS2 **** ****** *** S2's***** ********* * *****-*** ****** for ***** *******.******* (*** *** ****) *** **** **** derided *** *** ********** user ********* ***** ***** Monitor ****** * **** modern, *****-******* **, ***** aims ** "****** ****** control, ***** ************, *********, digital ******* *** **** Internet ***** ** * single, ****-**-*** ******." **** could **** ******** ***** customer ******** ***** ***** being *****.

Stopping / ******* ***** *********

**** *********, *****, ***** its ***** **** *** slow ***********, *** **** the ****** ** ********* from ******* ****** ******* competitors. **, ** ***** of **, *** ** offered ** * ******* or *********** **** ***** customers ********* ** ****** such ** *******.

UTC ****** ** ******* ********

*******, *** ******** *** a **** ****** ** product ***********, **** ******* by *** *************** ***** ****** *** suffered**** *** **** *** years *** *** ** Security *********** ****.

** ***** ***** **** it ** *** ******* UTC ** *** ****** bad ** ******* *********** or ******** *******. ** is ****, ** * ~$60 ******* ************, ** cares ************** ***** *******, viewing (** *** ********** standards) **** ********* **** Lenel ** ** ** assets ** ** ****** down.

When **** *****?

******** *** *** **** is **** **** ** staying ** ** ***** Product ******* *** *** united ***** + **. This **** **** *** the **** ** ****** control ******* ********** *** expertise **** ** *** lacked.

*** ******** ** *** long **** *****. *********, these ***** ******* ******** or ***** *********** ********** to ********* ******** ******** to **** ** *** a ****** ** ****, however, ***** ********* **** for * *** *****.

**** **** ****, * real ********* **** ** how *** ******* *** complexity ** *** ******** products.

Moss - *** '******* ************'

**** ***** **** **** explaining **** ** *** found *** ** ** a ******* ************. ***** Moss ************ ***'* **** challenges (**** ** **** GE), ** ********** **** UTC ** *** **** aware ** ***** ******, but ******* ** ******** that **** ******** ** not ******. ********, **** are ******* ** ******* at *** **** **** how *** ****** ************ and ******** **** ****. Moss' ********** **** ********* be *** ** *** unprecedented ******** ***********.

** **** ***** **** off, ** ***** ** an ********** ******** *** his ******. *** **** would ** **** ******* 2 ** *** ********'* biggest ****** ******* ************* (Software ***** *** **), he *** *** *** potential ** ****** * juggernaut *********** *** *** while ******** *****. ** such, ***** ******* ** motivation *** *** ** see **** *******.

Best **** ********

**** ** *** **** case ********. ** *** Moss ******* **** ***** to ***** ******, ******** and ****** ************ ***** making *** *** ************ happy. *** ***** ***** money ***** **** **** the ********.

Worst **** ********

*******, ***** ** * real *********** *** * bad *******. **** **** are ********** ** ** here ** ***** ******* and, ** *** ******** reason, ****, **, ***** and *** ****** **** it ***, ** ***** fall *****, ******** * Frankenstein *********, ***** ********* products *** * **** of ****-**** ***** ***** things **** ********* *** employees, ******** *** *********.

*********, ** **** ** a *********** **** ** watch ****** **** *** next *** *****.

Poll / ****

Comments (22)

** *** *** ** cast **** *** **** change. **** ***'* **** Canon/Milestone/Axis **** **** ***** kept ** ******** ***** and *****. ***** ****, or ********* **** ****, to ***** ***** *****. But ** **** **** to ** *****. ****** are *** ***** ** accept ** **** ** not ***** **********. ** one ******* **** ** deployed ***** *** *** customer ***** ***** ** "scale **" ** *** next ******* ****, **** are *** ***** ** take **** ***** **** they **** ** *** a ********* ******** **** a ********* *********, ** be **** ***** ******** does *** **** **** the **** ***** ** software **** ****, ** they **** **** ** buy *** ********.

**** ** *** ********* you **** **** ******* them ** ******* ***** rather **** ******** *** separate **********. * ********** think ** ********* ******* should *** **** **** an ***********. *** ** will **** * ****** and *********** ******* ******** at *** *** ** insure **** ******* *** as ******* ** ******** possible. *'* ** ******* to *** **** *** risk ********** ********** ****** like *** **** *********** (I ****** *** *** done.... *****), *** ****'* a *-***** ********.

* ***** ******* ** and ***** ******** **** be ***** * *********, however, * ******* **** putting **** ** *** Lenel *********** ***** ***** unified ********** **** ** a **** ** *** right *********.

* *** ******* **** would **** **** **** separate, ***** ********** ****** gets ****** **** *****. I **** ****'* *** they ******* ****** *** Facility *********, **** **** of ********** *** ******* them ***** **** *** just "********" ** *****. Presumably ***** ***** ****** out *** ** **** use *** ******** **** Summit *** ******** *********.

***** * **** **** experience **** **, ***** really ***** ******* **** a ****** ******* *********.

* ** *** **** much ***** **** ********, but * ******* ***** won't **** ****.

* ******* ***** ****** at ***** ** ******* and *** *****. 

**** ****** **** ** think **** ** **** product( ****** **** ****** do *** *******) *** merging **** ******* *** would **** * ****** vision, ********* **** **** etc.

 

* ***** ********* **** to **** ** **** avery ***** vision with external and internal(I guess more difficult one)  buyout. And this just steps one..  Ideally, he already should have one, but maybe he just was forced to merge( or used it as an S2 sale pitch ).


** **** ***** **: do *** *** * clear vision ** *** ************ *****?
* **** "**"

** **** ***** **: do *** *** * clear ****** ** *** announcement *****?
* **** "**"

*** ** ******** ***** communicating, **** **** **** for *****. * *** shocked **** **** ****** to ** ***, **********, they ***'* **** *** for ****** ******** ****** about ****...

**** ********** **** ** be ******* ***** ***** vision *** ***** *****. Uncertainty ** *** *** business, ********** ** *** rightful ******** **** ******** people **** ** ***'* track ******.

** *** ** ** dealer *** ** *** currently **** ***** ** our ********* 

 

* ****** *** ** this ***** ************* *** integrators **** **** ***** to *** ***** ********

* ****** *** ** this ***** ************* *** integrators **** **** ***** to *** ***** ********

* **** *** ******* Lenel ***** ******* **** horrible ** ******* *** vice *****.  * ***** see ******* ******* *** choosing ******* ***** ** volume ** ** *** to **** *** *** to **** ******* *** two ******.  **** * would ** ** ****.

***** *** **** **** stricter ** *** ****** of ******* **** ******* in * ********* **** I ******* ***** * or * ***** ***. For ******** **** ** did, ** ** **** across ***** ***** *** seemed ** ******** ** much ***** *** ******* as *** *******.

**** ******** ****** **** very ********* *** ** alienate ******* ** *******. If **** **** *** alienated, **** ***** **** ship *******. *** **** uncertainty ***** *** ****** could ** **** ** an ****** *** ***** users ** ** ***** away. *** *** ***** dealers ***** *** ** happy *** ******* ***** opened ** ** **** competitors.

*******'* ******* ********* ** ***, *********** **** ** is ***:

*** ***** **** ** the ******** **** **** a ******, *******-**** *** scalable *** ******** **** complements *** ******* ********.

********* **** ***** *** benefits ** * ******* access *** ***** *** product ** ********** *** enterprise ******** **** ********* utilize *****.

* ***** **** ***** Truportal **** ** *** sooner ** ***** **** some ** *** ******** folded **** **

********* ** * *** that **** *** ****.   * ****** ** will ****** * ** the ***** ******* **** few ********* *********** *** have ******** ** *** training

** ******** ** **** that **** ***** **** come *** **** * common ********* *** ******* and ** ** **** access **** * ******* user ********** *** ** manage?

***'* *** ** **** way. ** ***'* *** any *****!!

** **** *** ******, we **** **** ** see ** *** ****** company *** ****** **** pick *** *** ******** aspects ** ** *** uses **'* *********** ******** and **** **** **.

* **** **** ******* by ** ** **** Basic *** ******** *** worked **** **** ******* for (*) ***** *** the **** *** ****** dialed **.  * **** survived ******* ******* *** they ****** ****** ** not ** ** **** as *******.

***** *****

********* ********* ******* 

** **** *** ** the ***** ****** *********, begrudgenly **** ** ******** Commander *** ** ** the ******* ** ******* a ***********. ** *** on ** **** *** now **** ****’** **** assimilated ** ***...*** * havn’t **** ***** **** anything *** ***** *** GE *********** *** **** ZERO ***** ** *** product ********* ****** **’* true *****, **% **** I’ll *** ***** *** go ********* *** * unified ********.

**** * ***** ***** the ****, * ******* S2 ***** **** **** positioned ********* ** *** Axis *** ********* ***** with ***** - **********. When * ***** ***** that **** *** ******* the ********** ** '*******' my **** ****** *** my *** *******.

** *** *** *** here *** ******** **** thing ** ***** ***** the ** ******** **** creates *** **** ******, but ***'* ******** *** key ******* **** *** everyone ********* - **** leading *** ******* ****. Maybe **** ***** ***** the ****** ** *** over *** **** *** keep * ******* ********** position - ***** ********* the ********* *** ** technology ** **** *** way ** **** ** their ********* ****** *** world. ** *** *** to ***** ** *** acquisition ******** ***** ***** comes *** ******, **** would ** *** ** the **** *******.

**** ****** *****'* *** enough ****** ** *** above ******* *** ***** an '**********' ******. ****** line ** **** ** is * **** ****** with * ******-** ********* to ** *** ***** thing. ***** ** *** move **** * ******* to * ** ****, he ***'* * ******* corporate ******* *** ****** up *** ***** ****. The ****** ** **** Lenel *** ** ******* will ********** **** ****** the *********** **** *****.

*******, **** ** ***'* see **** *********** ******* for ******, ** *****. Both ***** *** ** are ****** ******* ********* that ****** ***** *** into *****. ** **** this **** ***** ** more ****** ** *** as ************ **? ***** Qognify? *****? **** ***** start-up ** *** *** ever ***** **? * camera *******?

*** **** ** *** comes **** ** ** the ********** *********. ** there **** *** ***** partners ** ******-**** *** continue ***** ********** ** trained *********** ** ******* the ******* ******** ****? Or, **** **** ** marginalized *** *** ******* pressure ** ***** ******** to **** ** ***** providers *** **** ********* relationships, **** ***** *** help ******* ***** ********* to ******-***** *********?

****** **** * *** business **** ******* **** year, ***** ********** ****** can **** ****** ******* in ********** **** **** sometimes ****** **** **** credit ***. ****** **** being **** "**** ********", I ***** ******* **** deal **** ******* *** numbers ***'* *** (*** can't ****** *+*=* ** matter *** **** *** try), **** **** ** be **** ********* *** grounded ** *******, *** better ********* ** **** vs. ******.

*** ** **** ****, they **** ** **** Lenel + ** = LenelS2. **** **** ** merge * ********, * ideas, * ************, **** 1.

** ********* ** ** bean ******* *******, * mean *** ** * whole, *** *** ******** individual.

** * ******* *** Security ******** ********** ********* their **** ******** *** want ** ***** ****? Yes.

*** * **** ******* that *** ********* ********** has *** ******* *** when **** ***** ** shove, **** **** ****** rather **** ***** ********** quick **** ** **** money (*** '*********' *********** and ***** *****, ********** support, ***.). * ***** from ***, *** **** of ***** ******** ******** management ****** **** ** left? * *** **** few *** *** ********* focus ** ********* ******* will ****** ******.

* **** * ** proven ***** ** ****. A ******* ******* ** not **** *** *** industry *** * ** unconvinced *** ********* ** somehow ********.

******* *** ********* ** this ***** ***** *** a *** ** ******* for *** ********** ** the ***. 

*** ********** **** *** product **** *** *** ruin *** ** *** same ****!

******* ******** ************ ** Casi ***** ****** ***** Onguard? *** ****** ******* game ** ******** *** Lenel ** ** *** as *'* ********* * legacy ****** ***** ****, S2 *** ***** **** promise ** ** **** as *** ** ***** a **** ****** **** on **** * ******** system ****** **, *** dev **** **** ****** slow **** ************* *** and ** ** ***** it **** ** **** another *** ** ***** systems **** **** ** be ****. 

* **** ****** **** both *****, *** **** have ***** **** *** cons, ************* ** ** experience **** "******" **** be ******* *** *** users *** ***********, **** will **** *** **** (S2 ***** ********) **** the ***** ***, **** they ****** **** **** were ******** ** **** a ******** *** ***** and ** ***** ** swapping ******.

* ****** ** ** micronode's **** ** ******* to *** ********?

*’* ******** ***** **** will **** ** **** S3 **** *** ***-**** expires- ****** **’* ***** for *** **** ****** by ****. 

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