Full ********* ******
*****-**** **** ********* ********* **** ******* **** *** ***** release.

Net ****** ** ***% - ***** *** *** ***** ******
*** **** *********** ****** ** *********'* financials *** *** ****** ********** ** ~$12 ******* ***, **** *** ******* doubling **** ~*% ** ******* ** ~13% ** *******. *** ******* ****** this:
(*)********* **** ***** ** ***** *** ******** ** *********** *****. ***** *** award ****** *** *** *********, ** was ******** ****** **** ** ********* mentioning ** *** **** ******:

** ******** ** *** ** *** range ** * *** ******* *******, based ** *** ********** **** ** it *** **** * *******, ** likely ***** **** **** ********** *** it ** *** **** **** ** million, *** ****** ***** **** ****** had ** ** *********.
(*) ***** ******** ****** *** **** lower ** **** **** ** ****, increasing ** **** *% ** **** vs ********** **% ** ****. ********* said **** *** ***** ***** ** plan ** **** *** ***** *********** helped ****** *** ************* ** ****. Note: ***** *** * *********** ******* the *** ****'* ********** ******* *** Milestone **** **** *** * ********** error.
Invoiced ******* ** *** *******
** ****, *********'* ************ *** **** 'invoiced *******'. *******, ** ****, '******* revenue' *** ******* *** **** '*** revenue' *** *****. ********* ********* **** 'invoiced *******' ******** ***-******** *** ****, their *********** / ******* ******** **** *** ****** years (*.*., ** **** *** *** 2018 ** ****, ***.). ** ****, this ********* *** **% ** *********'* total ******** *******.
2017 *** ******* - ~$*** ******* / ******* ***********
*********'* **** *** ******* *** ~$*** Million, ** **** ~$*** ******* ** 2016.
****** ** ***** ** *******, ********* is closest ** **-****'* *** / ***** division, *******, ********* *** ******'* ***** surveillance ********. *******, ********* ********* ***** software ********, *** ********. *******, ********* is * **** **** ********* ******* than *** ******* ****** ********. *******'* reported ******* ** $***+ *******, ****** Genetec *** *********** ****** ******* *** LPR ********** ** **** ** ****. See ************ ******* / ********** *********.
CARE *********** / ******* *********** ******* ******
'******' *** **** / ********* *** * ****** ** ********** ** the ********, **** **** *********** *** users ********* **** *** **** ************* who ** *** ****** **** (*.*., Avigilon) ***** ** ** * ***** selling ***** ******* ***** ***********.
** ******** ** ** **** ** Milestone's **** *** ******* ***** **** their '****' *********** /******* *******, ***** on ~**% ** ******* ******* ***** from **** ****** ***-********. ********, ***** the ******** ** *** ********* *****, there *** ****** *** **** ******** VMS ******** ******* **** **** *** be **** ** * ***** ****.
***** ***** ******* *********** / ******* offerings *** ********* *************, *** * company **** ********* **** ******* ** software ***********, ***** ******* *** ******* critical *** ***** ********.
Competitive ******** ******
****** **** ***** **********, ****'*********** *** ************ ************** **** ********* ******* ****** *************. In ****, ********* *** *** **** first *** **** ************* ********* ***** lead **** ***********. **** ** **** is ***** ***** ** ******** *********** but ** ***** ******* ******** *** been *********'* ********** ** ******** ** be ****, **** ** ***** ** development ********** *** ******** ***********. ** contrast, ***** *** ******* ****** **** inward ******* ** *** / **** and ******* *** ******* **** ** their *** '*******' *********.
***** ** *** **** ****** * years ********** ******** *********, ********* *** ********* ** *********** its ********** **** *****, ***** *** served ** **** *************. ***** *** profits *** ** *************** **** ** 2017 *** ** ***-*** ******* ***, so **** ** ***** ****** *********'* independent *********, ** *** * **** chance ** ******** ** ** ************* strong.
Note: ******* *********
*********'* **** ********** **** **** ** the ***% ***** ******* ******, *** *******, *** ***** company. *********, *******, ***** **** ** of **** *****, ********* ** *** only * ******** ***** ** *** company.
Comments (6)
Paul Shah
John,
What % of the VMS market would you estimate Milestone has?
Also, what do you think the % of Genetecs estimated revenue is their VMS?
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Undisclosed #1
Seems like an odd campaign:
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Meir Lehrer
Hey Folks,
New to the group. Seems like a lot of really meat-and-potato discussions going on. Since I'm still undergoing 'immersion training' in the market segment itself, can you guys give me your take on how important scalable/separable/centralized storage is in the market as opposed to an appliance approach?
Thanks!
Meir
NOTICE: This comment has been moved to its own discussion: How Important Scalable/Separable/Centralized Storage Is In The Market As Opposed To An Appliance Approach?
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