Milestone Disrupts Milestone With Arcules

By: 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.

********* ** *** ********* against... *********'* *** ******* *******.

*** **** ******* ***** that Arcules has ************ * *********** amount ** ********* ********** and ** ******** * VMS **** **, ** many ****, ***** ******* (and ** ***** *********) to *********'* *** *** XProtect.

**** ** ****** **************. While **** ***** *** expanding **** ***** *********, none *** ****** **** approach. *** *******, ******** and ******* **** ********* *** sell ***** ***** ******** internally ***** *** / Exacq *** ******** (*.*., ********) *** ** ********* this **** *****'* ***, etc.

** ** ********* ******** a ******** ******* **** competes *** **** ******* Avigilon, *****, *******, ***. *** Milestone ****** *** * smart ****? ****** **** note, ** ******* "*** Innovator's *******" *********** *** tradeoffs ** ***** **********.

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

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

******* ** ***** ** ***** and *********, ****** ********** been **** *** ** Milestone ** ****.

*******, ******* ** ******** **** Milestone, **** *** *** management ****. *** ***, Andreas *********, [**** ** longer *********] *** ********** a ******** ** ********* but **** ** ******* ** ****. This ****, ******* ***** ******** outsiders Jeff ********* ** *** [link ** ****** *********] *** **** Moran ** ***** ******* Officer [**** ** ****** available].

******* ** ******** ** its *** (********* ******* Milestone) ***** **** ********* industry ******** **** ****** [link ** ****** *********] and **** **** [**** no ****** *********] (**** formerly ** *********), **** Foxworth [**** ** ****** available] (******** ** ********), Sarah ***** [**** ** longer *********] (******** ** AMAG) *** ****** ****** [link ** ****** *********] (formerly ** ********).

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

*******' ***** ****** *** mobile **** **** *** **** overall **** *** ****** at *********, ** *** gif ***** ************:

*** ****** *** '****' at *******, ** **** be **** **** *** looking ** ********* ********. Especially *** ******** ********* users, **** **** ******* a ***** ** ******* and ********** **** *********** buying / ********* ** Arcules.

Innovator's *******

The Innovator's Dilemma.jpg

"*** *********'* *******" ** * **** book **** *** ****** one ** *** ******* works ** ********** '**********'. The ****:

************ *** **********, *********** companies *** ** ********** "right" *** *** ***** lose ***** ****** ********** ** **** **** ** ***, ********** competitors **** *** **** over *** ******

**** ** * **** for ********* *** ******** companies *** ************ **** addressed *** ***** ********* market ** ******* ******** licenses, *** ****** *** shift ** ******* ***** ******** / ******* ********.

*** **** ****** **** incumbents ******:

***** *** ********** ********** into ** ********** ************ that *** ** ******** with ***** **** *** small ******** ****

***** *** ********** ************ to ******* *** ** the *******'* ********* **** needed *** *** ******* to **** **** *** processes *** ****** **** not ***** ** *** company

**** ** ******* **** Milestone *** **** ****.

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

*** ******** ********, **** within *** *********'* *******'* framework ** ******* ***** VMS / ***** ** a '**********' ** '**********' innovation. ********** ***********, **** argue, ******* ********** ***** disruptive **** ********* ****. A ********** **********,**** ***, "**** **** ******** better ** *** **** of ** *********’* ******** customers" ***** * ********** one *** "********* ********** inferior ** **** ** an *********’* *********"

*********, *** ******* ****** VMS **** ********* ** view ***** ** ******** for ***** ***** (*** to *********, ********, *************, etc.).

** ***** ** * truly ********** ********** ** incumbents, **** ***** **** that ***** *** *** entrants **** *** ******, outside ** *** **** market ********** ********** **** eventually **** ******** *******, Milestone, ***.

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

******** *** ******* **** taken * **** **** conventional ********, ******, ************ Blue *** **********, ** their ******** ******* ******** and **** ******* ***** existing ***** ********. *** advantages ******* ***** ******** R&D *********, ******** ***** force *** ******** *******. The ************* ****** ****** whether *** *******'* *&*, sales ****** *** ******* are ****** **** ********** and ******** ** *****, which ** ***** *** less ********** **** ***** existing ******** *******. 

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

** ********,***** ***, *** *+ ***** old ********** (****** **** **** by **-***** **********)********* *** ******** **********. On *** **** ****, the ********* *** ***** from ********** ** ************ customers *** ******** ********** for *** ******** *********. They *** ***** * business ********* ****** **********, operating *** ******* *****. On *** ******** ****, they **** *** *********, brand, ******** ****, ***. that ***** ********** ****.

******** ** **** *****, Eagle *** *** *** advantage ** ******** ~* years ******* **** *******, though ******* *** *** advantage ** ********** **** 2 ***** ********** ***** management ************* *** *** good **** **** ******** customers. ***** ***, ** and ** **********, **** be ** *********** ***********.

*******, ** *********** * 'hybrid', ********** * ********** challenge ** ***** *** and *******, ** *** sense **** **** **** the ********* ** ** incumbent (***** / ********* are ******* ** **** of ******** ** ******** to *********'* **) *** the ******* ** ******* as * *** *******.

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

*** *******, ***** ********* and *********'* ****** ***** owns *******, ** ******* 'wins', **** '***'. 

*******, ******* **** ********* and, ** **********, *********'* sales ****, ** * strange *********. ******* ** effectively ***** **** * cloud ******* ** ******** that **** **** **** against *** ** *********'* own *********. **** ***** undermine *********'* *** ******* as **** ** *********'* operations *** ******** ** the ********, ********* **** Milestone **** **** ** be *********** ** ******* against.

** *** ******* ****, with ******* ***** ***** to ***** *** *** cloud ********** ******, *** potential ********* **** ******* has ** ****** ********* built-in ***** ********* ****** on * *********** ******* of *** ***** *********. If ********* / '**' takes ***, **** **** in *** ******** *******, it ***** ******* ******* a ***** ******** ************** against ***** ****** *******.

Arcules *********

*******, ******* ***** *** a **** *** ** go *** ********* ** not ******. ******* ******** ***, Lars ********** [**** ** longer *********], ******* *********** earlier **** ****. **** promoted Andreas ********* [**** ** longer *********] ** ***, *** needs ** ******* ******* the *******'* *********, ** as **** **** ** 'bold', ****. **** ***********, both ******* *** *** CRO (***** / *********) brought ** **** **** are *** ** *** industry *** **** * sharp ******** *****.

**** *********** *** ********* yet ***** ** **** revenue (**** **** ******** selling **** ****), ******* **** need ** *******.

Poll / ****

*******

*******, ** *** **** as ******** *** *** health ** *** ********. The **** ********* **** are ********* ** ********* features *** ********* *** better.

*** ***********, *** **** between ********* *** *******, but **** *** ******** and ********** ****** *****, will ** * *** element ** *** ******** over *** **** *** years.

Comments (20)

* ***** "***", *** mostly ** * "**** probably ***'* ** ********" way. * ***'* ***** the ******* **** ** it ********* ****** ** positioned ** ******* *** market * *********** ***** offering. **** **** ****** get * *** ** me-too ******** **** *** current ********* ******* **** the **** *********** *** familiarity ******. *** * think **** **** ** forever ** *********'* ****** trying ** ***** "********* in *** *****" ******* of ** ************* *********** VSaaS ********.

 

*** * ***** **** will ** ******* ** Milestone's ****** ****** ** build "********* ** *** cloud" ******* ** ** independently *********** ***** ********.

**** ***** *** **** to ** ** ** 'independently *********** ***** ********?

**** ***** *** **** to ** ** ** 'independently *********** ***** ********?

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

***** * ****** ** the ******* **** ******, but ** ***** *** kind ** ****** ***** support? * ****** ****/******* app? ****** ******* *** where **** **** ** stored ** (*******) ***/** retention ********?

** *** **** *** the ********* ***********, ***** Arcules **** ** **********?

** *** ** ***** web ****** ********* ******* the *** ****** ***** allows *** **** *** recorded ****** *******:

*******, *** ***** ****** makes *** * ****** experience *** ***** ***** users.

**** *** ****** * Gateway *** **** *** choice ** ***** *** data ** * ****** close ********** ****** ** the *******, ** *****-****** diverse **** ****** ******.

** *** **** *** the ********* ***********, ***** Arcules **** ** **********?

**?

** *** **** *** the ******* ***********, ***** Stratocast **** ** **********?

** *** **** *** the ********* ***********, ***** Ezviz **** ** **********? Etc.

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

*** ***** ********* ***, any ******* **** *** with ******* *** ** 17 ****** ***** ** noteworthy. ** ******, **** did **** ******* **** had *********'* ** *** Canon's *****, ** ** a ****** ******** / technical level, ** *** *** be **** **********, *** as * ********* ******** force, * ** ***** it's **********. *****'* **** of ******* ** ***** still ** ******** *** I ***** **** **** shown ****** ** ** a **** ******.

** *** **** ** Stratocast, **** ** * product ** *******, ********, sold, *** ********* ** Genetec. ** *** *** benefit ** *******'* *********** and ***** ***********, ***** other ******.

******* ** *** *** company, ** ***** *** the **** ****. ****, they *** **** ****** code **** *********, *** they **** ** ***** everything **** **********.

*****'* **** ** ******* it ***** ***** ** sideways *** * ***** they **** ***** ****** to ** * **** player.

**** *** ****** ******* decent ***** ** ********** and **** **** *** same ****-***** ********* *** they ***** ** ********* similar ** *** **** time *****. ******* ** an *********** ****** *** not *** **** ******** noteworthy. **** ******* **** a **** ********, **** see ** **** *** keep **** ********.

**** *** ****** ******* decent ***** ** ********** and **** **** *** same ****-***** ********* *** they ***** ** ********* similar ** *** **** time *****.

*** ****'* ****. **'*, e.g., *** **** **** startups *** ***************** ******* by ****** *** **** from **** ** ** families. **** ** *** corporate ******* ** ****.

*** *** ******** ** that **** ** ********** and ********** ***** ****** no *** ** **** industry **** **** '****-***** advantage' **** ******* ***. * am *** ******* **** it's **** ** ***** ** heroic, ****** **** ** puts **** ** ** advantageous ******** ** ******* business ** **** ******.

*** ***** ** *** who ************* *******, ********** **********. *** *** 'cons' ********* ****:

**** *********, ****, ***-*****, cakes, *** ****** *** pose ****** *****, ********** for ******* *** ***** sweets.

***** ** ****** ** much ***** *** **** available, *’** ********** ****** some ******. *** ** least ***** ** * nice *** ********** ****** the ********** **** ****** me ** ******** *** on * ***** ******.

******* *** **** **** balls ***

*** ***** / ***** space *** ********** ****** a ***** ****** ******** which ******** * ****** surveillance ***********. 

**** **** ** * hit.

* ***** **** ***** is * ******* ******* customer ***** **** ******* a ***** ********. ** Arcules *** ******* * really ***** ******** ***** being ****** ***** **** the ******** ************ ****** be (**. ********* ***********, etc.) **** ****** ** very ****. ****** **** as * ******** ******* from ********* ****** **** groups ** ***** ** their ****** ******** ***** also ******** *** **** numbers *** *********** ** both ********* ** *******.

*** ***'* *** ***** be ** ********* ** *** VMS ********?   **** ** cloud ********* ** *** current ******** *** *** ***** features **** ***, ***** backup *** ******* ****** monitoring. **** *** *** are *** ********* **** current ******** **** **** the ***** ******** *** customers **** ***'* **** to **** * ****** between ***** ** ***** VMS.  

**** *****, *******...*** "*****" be ******* **** **** fairly ****!

* ***** ** *** more ******* ** * knew ***** *** *** where ********* ** :)

* ***** ** *** more ******* ** * knew ***** *** *** where ********* ** :)

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

 

 

***** ** *** ***** post ** ***** * completely ***** ****. ******* agree. ***** ****** ** an ********** ***** **** existing ************** *** ***** an *********, *** *********** of, ********, ************, ***.. Everyone's ****** **** *** years.

** ******* ************* ** that **** ***'* **** have *** ****** ********* to ******* * *** cameras. ** **** *** VSaaS's ****** ****** ** are **** ***** ***** enterprise's **** *** ****** (hope) **** **** **** shell *** *** *** huge ********* ****** *** hundreds ** ******* ********* to *** *****? ** these ********* ********** ***** costs? ** * ******* something ****? 

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

*** *** ***** ******** and ******** *********** *********** have ******** **** ************ in ********* *** ***** and ****** ** ********* physical *** ******* *** storage ** *** ***** by ********* **** ******* to *** ******, ********, and ***** ******* ************ for *** ***********.  *******, I ******* **** *** more ** ** **** personal ********* **** ******* for *******, ******** ***** that ** **** ** buy ******* ** ********** and *** ****** **** them.

*** ****...******* ******* ** jump ** ** *** me-too *** *****. ** what ***** *** *********/********* going ** *** ****** is ******?

** ****** ***** ** be ***** **** ** the ********* ******. 

*******:********** ***** ****** ** get ** ** ** to * ************ ***** when *'** *** ** perpetual ***** **** ****. They *** **'* ** keep ******* *****, * call **...**** *** ** just **** *** ***** and *****...*** *** ******** has ****** ***** ***** whether ******* ** *********.

** ******* ***** ******** to ***-****, **** ** is ***** **** ** separate **** *********.

** ***** ******** ***** is ******* *** ****, than ** ** *** idea.

*****,

******* ********* **** **** selling ******* ******* ******* integrators, **** **** *********. I **** ******** ** with **** ** **** sure **** *** *** changed. * **** **** their ******** ****.

Read this IPVM report for free.

This article is part of IPVM's 6,306 reports, 842 tests and is only available to members. To get a one-time preview of our work, enter your work email to access the full article.

Already a member? Login here | Join now

Related Reports

Milestone CEO Resigns on Mar 11, 2020
Milestone's CEO has resigned, after 17 years on the job but there is no replacement yet. We argued last year that Milestone has problems. Now,...
Motorola Solutions Speaks on Avigilon / Video Strategy on Feb 04, 2020
2 years ago Motorola Solutions acquired Avigilon for a billion dollars but what is Motorola's strategy for Avigilon plus Watchguard and Vigilant,...
The Battle For the VSaaS Market 2020 - Avigilon, Arcules, Eagle Eye, OpenEye, Qumulex, Tyco, Verkada on Jan 13, 2020
While VSaaS suffered from inflated expectations in the 2010s, 2020 marks a new decade and a much stronger competitive position for VSaaS vs...
Acquisitions - Winners and Losers on Dec 10, 2019
Most major manufacturers have been acquired over the last decade. But which have been good deals or not? In this report, we analyze the...
Struggling Arcules Changes Chief Revenue Officer on Oct 29, 2019
Canon / Milestone spinout Arcules has struggled, now changing their Chief Revenue Officer, just a year after he came on board. The issue is not...
Alarm.com Acquires OpenEye on Oct 21, 2019
Alarm.com is targeting commercial expansion and now they have a commercial cloud VMS with the acquisition of OpenEye. In this note, based on...
Milestone Has Problems on Oct 01, 2019
Milestone has problems. While the company previously excelled in the shift to IP cameras, as IP has matured and competitive differentiation has...
Schmode is Back, Aims To Turn Boulder AI Into Giant on Sep 16, 2019
One of the most influential and controversial executives in the past decade is back. Bryan Schmode ascended and drove the hypergrowth of Avigilon...
Giant Tyco Campaigns Against Startup Qumulex on Jul 25, 2019
One is a giant conglomerate that owns the world's largest security integrator. The other has no shipping products. But Tyco is campaigning...
Avigilon President Henderson Is Out on Jul 09, 2019
Avigilon's President and COO James Henderson is out, abruptly, after a remarkable ascension over the past 8 years, Motorola VP Jack Molloy has...

Most Recent Industry Reports

EyePark Presents Mobile Driver Authentication on Jun 05, 2020
EyePark presented its long-range QR code parking verification platform at the May 2020 IPVM Startups show. A 30-minute video from EyePark...
Bleenco "Under The Tongue" Temperature Detection Examined on Jun 05, 2020
"Say aah", says Bleenco, a PPE detection video analytics company, offering a different method for measuring body temperature with a thermal...
Hikvision and Uniview Entry Level Thermal Handheld Cameras Tested on Jun 05, 2020
While most screening systems cost $10,000 or more, manufacturers such as Hikvision and Uniview have now released handheld models for $1,000 or...
Sequr Presents HID based Cloud Access Control on Jun 04, 2020
Sequr presented HID based Cloud Access Control at the May 2020 IPVM Startups show. Inside this report: A 30-minute video from Sequr...
VergeSense Presents People Tracking Sensor on Jun 04, 2020
VergeSense presented its people tracking sensor and social distancing insights at the May 2020 IPVM Startups show. A 30-minute video from...
FLIR A Series Temperature Screening Cameras Tested on Jun 04, 2020
FLIR is one of the biggest names in thermal and one of the most conservative. While rivals have marketed fever detection, FLIR has stuck to EST...
"Fever Camera" Show On-Demand Watch Now on Jun 03, 2020
IPVM has successfully completed the world's first "Fever Camera" show. Recordings from Both days are posted at the end of this report for on-demand...
Cobalt Robotics Presents Indoor Security and Access Robots on Jun 03, 2020
Cobalt Robotics presented indoor security robots at the May 2020 IPVM Startups show. Inside this report: A 30-minute video from Cobalt...
Dahua Sues Ex-North American President, Says Legal Typo on Jun 03, 2020
Dahua's former North American President Frank Zhang claims he is owed almost $11 million but Dahua counter claims it is just a "scrivener's error",...
Smart Entry Systems Presents Cloud Multi-Tenant Access Control on Jun 02, 2020
Smart Entry Systems presented Cloud Multi-Tenant Access Control at the May 2020 IPVM Startups show. Inside this report: A 30-minute video...