Manufacturers Doing Better Than Expected Against Coronavirus

By John Honovich and Brian Rhodes, Published May 05, 2020, 10:54am EDT (Info+)

Coronavirus impacts are not hitting manufacturers as badly as they feared, and the situation is modestly improving for many, new IPVM survey results show.

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****** **** ******, ** ***** ********** and ****** ** ************ ******** ** show **** ** ***** ** ***** now, ** *** ********.

Executive *******

** *** **** *****, *** ********* has ******** ****** *** **** ******** for **** *************.

*** ****** */*** ** *********, **** report '******' ** '****' ********** **** Coronavirus ** *** ****** ******* ****:

IPVM Image

*******, */**** ***** ****** *********** ******** and ******** ************.

Contrast **** ***********

*** ****** *** **** ************* *** been****** **** ************** **** ************* ******** ** ******** and ********* ** ***-*****.

Impact ****, *** ******* *****

**** ******** **** ***** *** ******* dip *** **********, *** ******* ******* and **** *** **** *** *****'* forecasts, *** ********* ** ******* ******.

******* ********* **** **** ***** ******** and ********* ********* ******** ******, *********** adjustments, *** '**** **** ****' ******** have ******** *** ****. ** ***** cases, *********** ********* *** **** ******** created ** *********** ** ********** ******** while ********* **** *****:

  • "****, ***** ********* **********, ********* ** place ******, ****** **** ******** ******* demand ** **** ****** **** * reduced ***** ** ********** ***** ****** their ********. ** **** ******** ***** production ************ (** *** **** **** we *** ****** *** ********) *** bring **** **** ******* ** *** our ***** ********."
  • "********* ********** ******** ************* ** ****** frayed ********."
  • "***** **** **** **** *********** ******** that **** **** *******, ********** ** the *-** ********. **** ******** **** remained ** ******. * **** *** several ********* ******* **** **** *** starting ** **** ***** ****** ** employees ****** ** **** **** *** collect ************. ***** ***** ** **** in!"
  • "****** *** ********** ** *********** ******** projects **** ******* *************. *******, ******** departments ********* ** ***** ********* ** decide ** *** ********** ** **** get ********* **** **** ******* *** exponentially ******."
  • "*** ** *** ******** ** ********, our ******* ***** ****** ****** *** relatively *** ****, *******, ****** ***** 60-90 **** *** *** ********* ** be *** ** **%."
  • "********** ******** ** ***** ****** *** country, ***** *** ***** ***** *** of **% ****** ******* *** **% on *****. **** ** ********* ****** the ******* ** ****** *** * lot ** **-**** ********. **** ** quoting *** ****** ********."
  • "**** ***** ******** ** ****** **** distributors. ************ ******* **** *****, *** not ********* **** ***. ****** *********** being ****** ** *** ** ****. Purchase ****** ******* ** ***** *** on ****. *** ******** ** ********* surprisingly **** ***** ********, ** ****** all ** *** ***** *** **** remotely. *** ********** ******* *** ********* with * ******** ***** *** ********* services *** ******* ****** ****, **** minor ******. ***** ******* *** ****** half **** **** ***** ******** ** in *****. *** **** ** ***** perhaps, *** ** **** *** * long **** ****** ***** **** ** thereafter."
  • "** * ************ ***, ******* ***** support ** ** **** *** ***. However, ******** *** ******** ***** *** up. ************ ***** *** **, ****** free **** ** **** **** ******* and *********. ****** *** ** **** pending ******** ******. ******* ****** ********* when *****-** ******, * ***** ** projects **** ********."

Situation ******, ***** ***** *******

***** ****** '****' ** '******' **** share **** ** **** *****, *** negative ******* **** *** **** ** bad ** ********* ******.

***** ******* ****** *** **** ******, some ********** * ***** ******* *** the **** ******** ** ****** **** is *** ** ******:

  • "**** **** *** ***** ****** **** the **** *** ************* ****** **** forecasted. ***** ****** ** ** ** adjustment ****** ****** *** *** ******** to ***** *** **** *** *** normal. **** **** ******** *** ********* from *** *** ** *** **** week ** *****. ******* ** *** US **** ********* ********* **** **** other *** ** **** *******, ****** customers **** ********* ********* **** **** other. **** *******/*********** *** ******** *** even ****** ***** ****** **** **** down **********. ** ****** ** ****** on *** ******* ********** ********* *******, planned, ************, *** *******."
  • "** **** **** * *** ****** in *** ****** ** ************* ** do ****** * ****. *** ****** of ********** *** ********* *** ******* they *** ** *** ******* **** have ****** ******** ******* ** ********** has *********."
  • "****** ** ********* *** ** **** make ** *** *** ******* **** things **** **** **, *** ** projects **** ******* **** ****-**-**** ******."
  • "** *** ******. ***** *** *** go **** **** ** *****. *** the ***** ******* ********** **** **** down ** **%. ** ********** ******* during *** ***** **** ** ***** and ******* ****** ***** **** *****."
  • "***** *** * ****** **** *****, and ***** ***** ** ***** **** better. * ***'* ******* **."
  • "***** **** ********** ******, *** **'* made ***** ** ******* *********, *** it's ******* **** ** *** ** I ***** **** ********** *******."
  • "**** ** ** ******, *’* ****** less ******** **** *********** *** ***-***** such **** **** *** ********* ** meet **-******. ****** **** ********, *’* even ******** ** ********** *** **** again **** ** *********, ** ***** with *** **** *** ***’* ****** subscribe ** *** ******** *** *** is ******* **. *-** ******** ******** to ******, *** ***** ** *** evidence **** **** ********* *** *********** institutions *** ***** **** ** ******** their ********. ******** *** ********** ******** projects *** ******** *** ********, ********* because ***** ********* *** ***** ***** now, ***/** ******** ***** ** **********."
  • "***** ***** **** *****, ** **** pivoted *** "** ** ******" ******** while ****** ******* **********."
  • "******** ************ **** ** ****. ***** working ** **** **** ******** *** projects ****** **** ****, **** ***** of *** ******** ******* ** *********** and ********** ******* ** ** **** secure, ** ****** **** ******** ** usual."
  • "** ** **** ******** - ***** in ** & ******* **** ************* dropped. *******, *** ***** *** *** Plains ****** **** * ******** **** down. ** ******* ** **** *** been ** **** ** **** / No ****** *** *-***** *** ***** over *** **** *** ***** *** just * ******** ** ***** ********. Texas / ** *** *** * much ******* "**** ****" *** ***** are ****** **** *** ***** ****** for *** ***** ** *** *** Quarter."
  • "***** **** ******* ** *** ********* of *** ****. ** ***** **** bit ** *** ** **** *** goes **. ***** *** ** ******, April *** **** *** ***** *** bad. *** & **** ******* **** as *** ****** *******. **** *** not ******** (** ***) **** ****** out. **** ** *** ******** *** concerned **** **** ** **** **** they **** *** **** *** ******** to **** *** **** ** ******. I **** **** ****'* *** ***** problem **'** ****..."

Still ***, ********** ** ************* *****

*******, *** ******** ** ************* *** still ********** ** ************* ******** *** are ******* *** ******** ** ********.

******* ***** **** ***** ***** **** up *** ******** ****** *** ****** lifted *** ******** ******* ** ***-**** sites, **** ****** ******** ** ********:

  • "******** ***** *** *********** *** ** business."
  • "**** ** *** ********* *** ******* so ******* ** **** ******* **** are ********** ** **** *******, *** as * ******, **** *** *** purchasing, *******, ** ********** ** *** sales *** ********* *******. **'* **** frustrating, *** ************ ***** *** ****** economic *********."
  • "*** ********** **** ** *** ******** has **** ********* ******."
  • "* ** **** ****** **** *** Architects *** ********* *** *** *******/********** nearly ** **** ******** ** **** previously ****. **** ***** ** **** 6-18 ****** **** *** **** ***** are *** ***** ** ** **** new ******** *** *** *** *********** for ******** ** ***** ** *** extremely ******. * ** **** ****** many ***-***** ****** ******* ********* *** postponing ******** **** *** **** ******* been ******** *** *******, *********, ***** will **** ****** *******, *** ** is *** ******* ** ** **** are ***** **."
  • "********* ** *********** *** ******* ******* at ***** **** *** *** ******* as ******** **************."
  • "********* ********* ** ******* ***** *** existing/new ********, ********* ** *** ******* receivables, ********* ** ****** ** *** projects ***** **** ***** ********** *** direction ** ***** *******. *** *********** of ***** ******** ******** (*** ** COVID-19) **'* **** ******* **** ** hesitation **** ** ***** ** ********* in ***** ************ ********. "
  • "******** *** ** ****; ******** ** replacement ******** ** ****. *** ******** that **** ******* ***** ** *** in '**********' ******** (*.*., ******* **. restaurants) **** ******* *** ******* *** still *****. ******** ******* *** ******* from ******** *************. ********* ********* **** problems ** ***** ********* **** ** involves ******* ** ** **-**** - face-timing ***** ******** ****** ***** ******** the ****** ** * *********..."
  • "**** ** *********** **** ********, **** aren't ****** **** ***, ******* *** users ****'* ****** **** ********. ** they ***'* **** *********** ********* *** money *** *** ******** ** **** aren't ******* *** ***** **** **** their *******."
  • "******* *******, **** *** *** *****"
  • "*** ***** ******** *** ** ****. Most ***** *********** *** **** ***** service ****."
  • "**** **** ** *** ******, ******* vertical ****** *** ***** *** ******* projects ** **** ************ *** ** the *****."
  • "******* ********* ** ********, *********** **** will ** ****, ******* ****** *** decisions."
  • "*** ***** ** ****** ***-***** **** halted. **** *** ************ *** ******* or ******."
  • "*********** *** ******** ********* *****"
  • "******** *** ********; **** **** **** pushed *** ***** ****** *** **** certain. ******** ***** ********* ******."
  • "************ ** **** ** ****** ** sites *** ******/ ****** ** *************. Deferred "***-*********" ******** ** *** *** projects."
  • "***** *********** ******** ** *** ***** back-filled ** *** ******** ********* ***** processed *** **** ** *** ******** prior ** ********. ******* ***** *** rest ** *** ****** *******."
  • "** **** *** *************. *** ** looking *** **** ** *** **** remote ******** **** *** ********** ******."
  • "**** **** ** *** ******, ******* vertical ****** *** ***** *** ******* projects ** **** ************ *** ** the *****. "
  • "- ******** ******* - ******** ******** - **** ******** (*******) *** ***** moved ** ** **** ******* ******* have **** ***** ***** ***** ***** - **** ******* *********** **** *********** closed *** ** *****-** - **** end-users ******* **** ****, *** ** can't **** *********"
  • "******* ********* ** ********, *********** **** will ** ****, ******* ****** *** decisions"

Thermal ** ****

***** ***** ** ******* *******, ******** of ******* *******, ************ ***** **** for **** *********** ************ *** **** significant ********.

**** ************* **** ********* ********** *** ethical ******** ***** ***** ******* ** deal **** *********** *****:

  • "**'** ******* * *** ** ********* about ******* ******* *** ***** *********** for ***** *********."
  • "*** *********** ** **** ********* **** other ************ **** ******* *** **** soon ** *** **** **** ******* promises ** ******* **** ****** **** (not ****) ***********. ****** ********."
  • "*** ***** *** ****** ******* ** purchasing ******* ******* ** **** **** on **-******* *****. **** ****-******** ******** and ************ *********** *** ***** ********* by ****** ********** ** "** *********". Focus ** ** * ********** ** taking *****, ****** **** ****** *** time ** ***** * ********** *** technologically ***** ********."
  • "*** ****** *** ************* ******* *** occupancy ******* *********. **** *** ******** are ******* ** *********** ****** ******** and ****** ********. **** *** ***** projects *** ****** ************ ***"
  • "******* ******* **********, *** **** *** Body **** *** *********"
  • "** *** ******* * *** ** integrators ****** *** *********** ********* ******* camera ********* *** * ******* ** applications **** ****** ** ********** ** municipalities."
  • "******** ********* **** *** *** *********** about ******* ******* ***** **** ** measure *** *********** ** ********* *** visitors ***** *** ***** *** ** the **** **** *****'* **** *** fidelity ** ** **** **** (***** positives *** ***** *********)"
  • "******** **** ********* ***** **** *******, Holding *** **** ** *** **** that ** *** *** *** ******** and ********* ** *&* ** *** some ********* ********* **** *** *** compliant ** *** ******. **** *** Users ****** ***** **** ******* *** being **** **** ** ***** ***** departments *** **** * **** ** a **** ******."

*******

*** ********* *** ********** *** ****** for ***********, *** ** (**** ****) are ******* **** ****** ** * rebound.

******* **** *** ********* ** ******* no ***** *** **** ********* *** some ***** **** ***** * ***** recovery *** *** ** ********, ******* improvement *** ** *** ********* **** see ** *** ****** *****.

Comments (3)

I can tell you that things are not nearly as bad as I'd feared it would be, thank God. A lot of my customers are essential, and they're still doing some projects. And since all my customers are operating at reduced capacity, they're all open to doing training too. My schedule has been pretty full doing webinars for salespeople and technicians at integrators who normally never have time for that sort of thing.

Agree: 1
Disagree
Informative: 6
Unhelpful
Funny

I'm glad to hear manufacturers are holding up. Every time I talk to one of my distributors it seems they are as busy as ever. Hopefully there isn't a supply line shortage if this really drags out.

Agree
Disagree
Informative
Unhelpful
Funny

Motorola Q1 2020 investors call on Avigilon, saying record Q1, some impact now, expect return to normal or higher growth in Q3:

where we were coming out of the end of March in Q1, it was the best quarter we've had with Avigilon. Frankly we had talked about growing three times the market. We're taking more share. Particularly in North America the team has done an outstanding job. We've made significant investments in go-to-market, even greater investments in research and development.

I spoke to some of the interesting things we are working on and pandemic response earlier. We’ve got a completely new line of H5 cameras, software analytic investments we've made, that's not even to include what we've invested in in public safety and WatchGuard, the acquisition of WatchGuard and VaaS and we’re doing there. So we actually – we expect the businesses, assuming return to normal, sometime in the third quarter, we expect to get back to those growth rate levels if not greater.

Agree
Disagree
Informative
Unhelpful
Funny
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