Milestone has problems. While the company previously excelled in the shift to IP cameras, as IP has matured and competitive differentiation has shifted to AI and VSaaS, the company is now struggling to find its way.
Inside this note, we examine 3 inter-related themes:
- The lack of significant new product development
- The bungled spinout of Arcules
- Their continuous PR problems
Finally, we conclude with observations about what Milestone could do to rectify those problems.