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.

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)

Undisclosed #1

11/19/18 09:14pm

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

John Honovich

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

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

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

Undisclosed #1

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

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

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

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

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

Sean Patton

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

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

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

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

John Honovich

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

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

Undisclosed #1

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

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

John Honovich

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

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

John Honovich

IPVM | 11/20/18 09:49am

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

**** *********, ****, ***-*****, cakes, *** ****** *** pose ****** *****, ********** for ******* *** ***** sweets.
***** ** ****** ** much ***** *** **** available, *’** ********** ****** some ******. *** ** least ***** ** * nice *** ********** ****** the ********** **** ****** me ** ******** *** on * ***** ******.
******* *** **** **** balls ***

Undisclosed Integrator #2

11/20/18 02:01pm

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

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

Josh Aldridge

11/20/18 02:42pm

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

Michael Miller

11/20/18 04:15pm

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

Undisclosed Manufacturer #3

In reply to Michael Miller | 11/20/18 07:03pm

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

Michael Miller

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

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

Undisclosed #4

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

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

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

Undisclosed Manufacturer #7

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

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

Undisclosed Manufacturer #5

11/21/18 03:54am

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

Undisclosed End User #8

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

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

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

Undisclosed Integrator #6

11/21/18 07:48am

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

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

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

Murat Altuev

AxxonSoft | 11/26/18 08:14am

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

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

Sean Patton

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

*****,

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

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