Milestone Disrupts Milestone With Arcules

Author: John Honovich, Published on Nov 19, 2018

Milestone is now competing against... Milestone's own spinout Arcules.

New IPVM testing shows that Arcules has incorporated a substantial amount of Milestone technology and is offering a VMS that is, in many ways, quite similar (and in parts identical) to Milestone's own VMS XProtect.

This is highly unconventional. While most VMSes are expanding into cloud offerings, none are taking this approach. For example, Avigilon and Genetec have developed and sell their cloud offering internally while JCI / Exacq has acquired (i.e., Smartvue) and is combining this with Exacq's VMS, etc.

So is Milestone creating a separate company that competes not only against Avigilon, Exacq, Genetec, etc. but Milestone itself too a smart move? Inside this note, we examine "The Innovator's Dilemma" contrasting the tradeoffs of these approaches.

********* ** *** ********* *******... *********'* *** ******* *******.

*** **** ******* ***** **** ******* *** ************ * *********** amount ** ********* ********** *** ** ******** * *** **** is, ** **** ****, ***** ******* (*** ** ***** *********) to *********'* *** *** ********.

**** ** ****** **************. ***** **** ***** *** ********* **** cloud *********, **** *** ****** **** ********. *** *******, ******** and ******* **** ********* *** **** ***** ***** ******** ********** while *** / ***** *** ******** (*.*., ********) *** ** ********* **** **** *****'* ***, ***.

** ** ********* ******** * ******** ******* **** ******** *** only ******* ********, *****, *******, ***. *** ********* ****** *** a ***** ****? ****** **** ****, ** ******* "*** *********'* Dilemma" *********** *** ********* ** ***** **********.

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

Arcules / ********* ***********

******* ** ***** ** ***** *** *********, ****** ********** **** sput *** ** ********* ** ****.

*******, ******* ** ******** **** *********, **** *** *** ********** team. ******, ******* *********,*** ********** * ******** ** ********* *** **** ** ******* in ****. **** ****, ******* ***** ******** ************* ********* ** ********** ***** ** ***** ******* *******.

******* ** ******** ** *** *** (********* ******* *********) ***** team ********* ******** ************ ************* ****(**** ******** ** *********),**** ********(******** ** ********),***** *****(******** ** ****) ********* ******(******** ** ********).

Arcules **** ***** *** ** *********

*******' ***** ****** *** ****** **** **** *** **** ******* look *** ****** ** *********, ** *** *** ***** ************:

*** ****** *** '****' ** *******, ** **** ** **** they *** ******* ** ********* ********. ********** *** ******** ********* users, **** **** ******* * ***** ** ******* *** ********** when *********** ****** / ********* ** *******.

Innovator's *******

The Innovator's Dilemma.jpg

"*** *********'* *******" ** * **** **** **** *** ****** *** ** the ******* ***** ** ********** '**********'. *** ****:

************ *** **********, *********** ********* *** ** ********** "*****" *** yet ***** **** ***** ****** ********** – ** **** **** – ** ***, ********** *********** **** *** **** **** *** market

**** ** * **** *** ********* *** ******** ********* *** historically **** ********* *** ***** ********* ****** ** ******* ******** licenses, *** ****** *** ***** ** ******* ***** ******** / storage ********.

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

***** *** ********** ********** **** ** ********** ************ **** *** be ******** **** ***** **** *** ***** ******** ****

***** *** ********** ************ ** ******* *** ** *** *******'* resources **** ****** *** *** ******* ** **** **** *** processes *** ****** **** *** ***** ** *** *******

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

Sustaining ** ********** **********?

*** ******** ********, **** ****** *** *********'* *******'* ********* ** whether ***** *** / ***** ** * '**********' ** '**********' innovation. ********** ***********, **** *****, ******* ********** ***** ********** **** undermine ****. * ********** **********,**** ***, "**** **** ******** ****** ** *** **** ** ** incumbent’s ******** *********" ***** * ********** *** *** "********* ********** inferior ** **** ** ** *********’* *********"

*********, *** ******* ****** *** **** ********* ** **** ***** as ******** *** ***** ***** (*** ** *********, ********, *************, etc.).

** ***** ** * ***** ********** ********** ** **********, **** would **** **** ***** *** *** ******** **** *** ******, outside ** *** **** ****** ********** ********** **** ********** **** overtake *******, *********, ***.

Avigilon *** ******* ***********

******** *** ******* **** ***** * **** **** ************ ********, adding, ************ **** *** **********, ** ***** ******** ******* ******** and **** ******* ***** ******** ***** ********. *** ********** ******* using ******** *&* *********, ******** ***** ***** *** ******** *******. The ************* ****** ****** ******* *** *******'* *&*, ***** ****** and ******* *** ****** **** ********** *** ******** ** *****, which ** ***** *** **** ********** **** ***** ******** ******** options.

Eagle *** *** ******* ***********

** ********,***** ***, *** *+ ***** *** ********** (****** **** **** ** **-***** **********)********* *** ******** **********. ** *** **** ****, *** ********* are ***** **** ********** ** ************ ********* *** ******** ********** for *** ******** *********. **** *** ***** * ******** ********* around **********, ********* *** ******* *****. ** *** ******** ****, they **** *** *********, *****, ******** ****, ***. **** ***** incumbents ****.

******** ** **** *****, ***** *** *** *** ********* ** starting ~* ***** ******* **** *******, ****** ******* *** *** advantage ** ********** **** * ***** ********** ***** ********** ************* and *** **** **** **** ******** *********. ***** ***, ** and ** **********, **** ** ** *********** ***********.

*******, ** *********** * '******', ********** * ********** ********* ** Eagle *** *** *******, ** *** ***** **** **** **** the ********* ** ** ********* (***** / ********* *** ******* in **** ** ******** ** ******** ** *********'* **) *** the ******* ** ******* ** * *** *******.

Milestone ***********

*** *******, ***** ********* *** *********'* ****** ***** **** *******, if ******* '****', **** '***'.

*******, ******* **** ********* ***, ** **********, *********'* ***** ****, in * ******* *********. ******* ** *********** ***** **** * cloud ******* ** ******** **** **** **** **** ******* *** to *********'* *** *********. **** ***** ********* *********'* *** ******* as **** ** *********'* ********** *** ******** ** *** ********, something **** ********* **** **** ** ** *********** ** ******* against.

** *** ******* ****, **** ******* ***** ***** ** ***** its *** ***** ********** ******, *** ********* ********* **** ******* has ** ****** ********* *****-** ***** ********* ****** ** * complicated ******* ** *** ***** *********. ** ********* / '**' takes ***, **** **** ** *** ******** *******, ** ***** provide ******* * ***** ******** ************** ******* ***** ****** *******.

Arcules *********

*******, ******* ***** *** * **** *** ** ** *** execution ** *** ******. ******* ******** ***,**** **********, ******* *********** ******* **** ****. **** *************** *********** ***, *** ***** ** ******* ******* *** *******'* *********, or ** **** **** ** '****', ****. **** ***********, **** Arcules *** *** *** (***** / *********) ******* ** **** year *** *** ** *** ******** *** **** * ***** learning *****.

**** *********** *** ********* *** ***** ** **** ******* (**** only ******** ******* **** ****), ******* **** **** ** *******.

Poll / ****

*******

*******, ** *** **** ** ******** *** *** ****** ** the ********. *** **** ********* **** *** ********* ** ********* features *** ********* *** ******.

*** ***********, *** **** ******* ********* *** *******, *** **** new ******** *** ********** ****** *****, **** ** * *** element ** *** ******** **** *** **** *** *****.

Comments (20)

Undisclosed #1

11/19/18 09:14pm

* ***** "***", *** ****** ** * "**** ******** ***'* go ********" ***. * ***'* ***** *** ******* **** ** it ********* ****** ** ********** ** ******* *** ****** * competitive ***** ********. **** **** ****** *** * *** ** me-too ******** **** *** ******* ********* ******* **** *** **** recognition *** *********** ******. *** * ***** **** **** ** forever ** *********'* ****** ****** ** ***** "********* ** *** cloud" ******* ** ** ************* *********** ***** ********.

John Honovich

IPVM | In reply to Undisclosed #1 | 11/19/18 09:18pm

*** * ***** **** **** ** ******* ** *********'* ****** trying ** ***** "********* ** *** *****" ******* ** ** independently *********** ***** ********.

**** ***** *** **** ** ** ** ** '************* *********** VSaaS ********?

Undisclosed #1

In reply to John Honovich | 11/19/18 09:22pm

**** ***** *** **** ** ** ** ** '************* *********** VSaaS ********?

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

***** * ****** ** *** ******* **** ******, *** ** there *** **** ** ****** ***** *******? * ****** ****/******* app? ****** ******* *** ***** **** **** ** ****** ** (regions) ***/** ********* ********?

** *** **** *** *** ********* ***********, ***** ******* **** be **********?

Avatar

Sean Patton

IPVM | In reply to Undisclosed #1 | 11/19/18 09:52pm

** *** ** ***** *** ****** ********* ******* *** *** Portal ***** ****** *** **** *** ******** ****** *******:

*******, *** ***** ****** ***** *** * ****** ********** *** heavy ***** *****.

**** *** ****** * ******* *** **** *** ****** ** store *** **** ** * ****** ***** ********** ****** ** the *******, ** *****-****** ******* **** ****** ******.

John Honovich

IPVM | In reply to Undisclosed #1 | 11/20/18 01:02am

** *** **** *** *** ********* ***********, ***** ******* **** be **********?

**?

** *** **** *** *** ******* ***********, ***** ********** **** be **********?

** *** **** *** *** ********* ***********, ***** ***** **** be **********? ***.

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

*** ***** ********* ***, *** ******* **** *** **** ******* did ** ** ****** ***** ** **********. ** ******, **** did **** ******* **** *** *********'* ** *** *****'* *****, so ** * ****** ******** / ********* *****, ** *** not ** **** **********, *** ** * ********* ******** *****, I ** ***** **'* **********. *****'* **** ** ******* ** could ***** ** ******** *** * ***** **** **** ***** enough ** ** * **** ******.

Undisclosed #1

In reply to John Honovich | 11/20/18 01:57am

** *** **** ** **********, **** ** * ******* ** Genetec, ********, ****, *** ********* ** *******. ** *** *** benefit ** *******'* *********** *** ***** ***********, ***** ***** ******.

******* ** *** *** *******, ** ***** *** *** **** part. ****, **** *** **** ****** **** **** *********, *** they **** ** ***** ********** **** **********.

*****'* **** ** ******* ** ***** ***** ** ******** *** I ***** **** **** ***** ****** ** ** * **** player.

**** *** ****** ******* ****** ***** ** ********** *** **** them *** **** ****-***** ********* *** **** ***** ** ********* similar ** *** **** **** *****. ******* ** ** *********** entity *** *** *** **** ******** **********. **** ******* **** a **** ********, **** *** ** **** *** **** **** momentum.

John Honovich

IPVM | In reply to Undisclosed #1 | 11/20/18 09:43am

**** *** ****** ******* ****** ***** ** ********** *** **** them *** **** ****-***** ********* *** **** ***** ** ********* similar ** *** **** **** *****.

*** ****'* ****. **'*, *.*., *** **** **** ******** *** disproportionally ******* ** ****** *** **** **** **** ** ** families. **** ** *** ********* ******* ** ****.

*** *** ******** ** **** **** ** ********** *** ********** since ****** ** *** ** **** ******** **** **** '****-***** advantage' **** ******* ***. * ** *** ******* **** **'* fair ** ***** ** ******, ****** **** ** **** **** in ** ************ ******** ** ******* ******** ** **** ******.

John Honovich

IPVM | 11/20/18 09:49am

*** ***** ** *** *** ************* *******, ********** **********. *** *** '****' ********* ****:

**** *********, ****, ***-*****, *****, *** ****** *** **** ****** risks, ********** *** ******* *** ***** ******.

***** ** ****** ** **** ***** *** **** *********, *’** definitely ****** **** ******. *** ** ***** ***** ** * nice *** ********** ****** *** ********** **** ****** ** ** actually *** ** * ***** ******.

******* *** **** **** ***** ***

Undisclosed Integrator #2

11/20/18 02:01pm

*** ***** / ***** ***** *** ********** ****** * ***** client ******** ***** ******** * ****** ************ ***********.

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

Josh Aldridge

11/20/18 02:42pm

* ***** **** ***** ** * ******* ******* ******** ***** that ******* * ***** ********. ** ******* *** ******* * really ***** ******** ***** ***** ****** ***** **** *** ******** expectations ****** ** (**. ********* ***********, ***.) **** ****** ** very ****. ****** **** ** * ******** ******* **** ********* allows **** ****** ** ***** ** ***** ****** ******** ***** also ******** *** **** ******* *** *********** ** **** ********* be *******.

Michael Miller

11/20/18 04:15pm

*** ***'* *** ***** ** ** ********* ** *** *** platform? **** ** ***** ********* ** *** ******* ******** *** add ***** ******** **** ***, ***** ****** *** ******* ****** monitoring. **** *** *** *** *** ********* **** ******* ******** base **** *** ***** ******** *** ********* **** ***'* **** to **** * ****** ******* ***** ** ***** ***.

Undisclosed Manufacturer #3

In reply to Michael Miller | 11/20/18 08:03pm

**** *****, *******...*** "*****" ** ******* **** **** ****** ****!

Michael Miller

In reply to Undisclosed Manufacturer #3 | 11/20/18 07:17pm

* ***** ** *** **** ******* ** * **** ***** VMS *** ***** ********* ** :)

Undisclosed Integrator #4

In reply to Michael Miller | 11/20/18 11:18pm

* ***** ** *** **** ******* ** * **** ***** VMS *** ***** ********* ** :)

*********... **'* ********** *********.

Undisclosed Manufacturer #7

In reply to Michael Miller | 11/22/18 03:51am

***** ** *** ***** **** ** ***** * ********** ***** with. ******* *****. ***** ****** ** ** ********** ***** **** existing ************** *** ***** ** *********, *** *********** **, ********, integrations, ***.. ********'* ****** **** *** *****.

Undisclosed Manufacturer #5

11/21/18 03:54am

** ******* ************* ** **** **** ***'* **** **** *** upload ********* ** ******* * *** *******. ** **** *** VSaaS's ****** ****** ** *** **** ***** ***** **********'* **** the ****** (****) **** **** **** ***** *** *** *** huge ********* ****** *** ******** ** ******* ********* ** *** cloud? ** ***** ********* ********** ***** *****? ** * ******* something ****?

Undisclosed #8

In reply to Undisclosed Manufacturer #5 | 11/26/18 07:48pm

*********** *********

*** *** ***** ******** *** ******** *********** *********** **** ******** been ************ ** ********* *** ***** *** ****** ** ********* physical *** ******* *** ******* ** *** ***** ** ********* real ******* ** *** ******, ********, *** ***** ******* ************ for *** ***********. *******, * ******* **** *** **** ** do **** ******** ********* **** ******* *** *******, ******** ***** that ** **** ** *** ******* ** ********** *** *** direct **** ****.

Undisclosed Integrator #6

11/21/18 07:48am

*** ****...******* ******* ** **** ** ** *** **-*** *** model. ** **** ***** *** *********/********* ***** ** *** ****** is ******?

** ****** ***** ** ** ***** **** ** *** ********* option.

*******:********** ***** ****** ** *** ** ** ** ** * subscription ***** **** *'** *** ** ********* ***** **** ****. They *** **'* ** **** ******* *****, * **** **...**** did ** **** **** *** ***** *** *****...*** *** ******** has ****** ***** ***** ******* ******* ** *********.

Avatar

Murat Altuev

AxxonSoft | 11/26/18 08:14am

** ******* ***** ******** ** ***-****, **** ** ** ***** idea ** ******** **** *********.

** ***** ******** ***** ** ******* *** ****, **** ** is *** ****.

Avatar

Sean Patton

IPVM | In reply to Murat Altuev | 11/26/18 07:33pm

*****,

******* ********* **** **** ******* ******* ******* ******* ***********, **** like *********. * **** ******** ** **** **** ** **** sure **** *** *** *******. * **** **** ***** ******** here.

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