Motorola Acquires Calipsa
Motorola has acquired Calipsa, a UK-based video analytics startup, its 8th video surveillance acquisition since 2019 and second so far this year (last month they acquired video analytics startup Ava).
In this note, we examine the acquisition, including an analysis of Calipsa and its impact on Motorola's growing lineup of companies.
For background reference, see our coverage of Motorola's other surveillance/security acquisitions:
- Motorola Acquires Avigilon
- Motorola Acquires VaaS / Vigilant LPR
- Motorola Acquires Watchguard
- Motorola Acquires IndigoVision
- Motorola Acquires Pelco
- Motorola Acquires Openpath
- Motorola Acquires Envysion
- Motorola Acquires Ava
Calipsa ********
******* ******* * **-***** **** *********:
- ******* ******: ****** *** ******* ********* ***** positive ***** ****** *** ***** ***** [their ******* ********]
- ******* ****** ***: ****** *** ***** ****** ********, plus ****** ********
- ******* *******: **** ********* *** *********, ***** detection, *****-***** ******, **** ****** *** Detect *** ********
- ******* ***********: ******** ******** ************** ******,****** **********/"**********" ******, ******** ********** ******, **** ******, Detect *** *** ******* ********.
******* ****** * ***** ** ****** based ** **** ******** *** ****** counts, *** ******* **** ****, **** Detect ************* ****** ***** **** ~$* per ****** *** ***** *** ******** of *******, **** ** ~$* *** camera *** ***** *** **** ** thousands.
**** *** *** ******** ******* *** the ***** ********* *** ***** **** Protect *** *********** *** ******* *** "an *********** ***" ***** ******.
***** *******'* ************ **** ****'* **** Analytics ****, ***** **** ******* *** demonstrate ******** ************:
Terms *** *********
*** ***** ** *** *********** **** not **** *********. ** **** ****** the ******* ** **** ****** *********. Motorola ********* ********* **** ******* ****** periodic ******** *****.
Estimated *******
** ******** **** *******'* ******* ** $2-$5 ******* *** ****, ***** ** Calipsa ********* ** **** **** *** company *** "**** **** ***,*** ******* connected", ** ** ******* ****.
Estimated ***********
*******, ** ******** *** ********* **** Motorola **** ** ** *** $**-$** million *****. **** *********, **** ** with ***** ********* **** *******, **** been ******** ********** * *******. *** example,******* ******* *** ****** ******* *** acquired *** $**.* *******, *** ******* **** *** *******.
**** ********, ******** ** *** **** of ********, *** ******** ** ***********, ** * **** ***-**** ****** for ********.
Calipsa *******
*******'****** ******* ******* ***** *****(********** ********, *** **********, *** ***********) told **** ****** *** **** ********* Online **** **** **** ******** $*-* million ** ******* ***** **** *** none ********.
Acquisition ***
*** ********, ******* **** * ********* go-to-market / ********, ******* ********* ** central ********** ******** *** *****-******** ***** filtering ** **** ********* **** ******** Motorola ********* ****.
*******'* **** ******** ****, ****** ***** monitoring ********, ************ ********** **** ********** in *** **, ** **** *** strong *** ********.
Compared ** ******** ************
******** **** *** **** *******'* **** offering ** ** *********, ****** ********'* strong ********** *********.
*** ************ ** *** (*****, ******-**-***** Cameras) *** ******** (*****-***** ****** ******* SaaS) ******* * *** **** *** the ********* ** ********'* **** **** (and **** ********* ** * *** higher *****)
***********, ******* **** *** **** *** historic ***** *********** *******, ******* ******** *************** *** *** ******* *** ********** portfolio.
Motorola ********* ********** ***********
**** ** *** *** ******** **** Motorola *** ******** ** ***** * security ******** ********* *** *** **** isn't **** ******* ****.******** ********* ** **** **** *** acquired ************** **** ************ **** ******:
** **** ** ******** ** **** in **** ***** *** ** **'** always ******* ** ****** *** ********.
**'** ***** **** ******* *** ******** from *** ******** ******** ****. ** are ****** ******* *** *************, **** organic *** ******* ***********, ** ********** our ******.
******** *** *********** **** **** **** its **** *****/************** ******** ** ** certainly *** *** ********* ** ******** to ** ********** ** ************.
Upcoming ********
** **** ** ******** **** **** Motorola ***** ** **** ******* **** acquisition *** *** **** ******* ***** the ******** *** *** ******* ** integration ****** ********. ** **** ****** our ********* **** ****.
*'* ******* ** ***** **** ** was ****** **, *** **** **** Motorola **** ** **** **** **** the ******* *** *** ******* **** are **.
***** **** *** ************ *** *******, these ******** *** ** ****** ****** to *******, ************ *** *** ********* that *** **** *** - ******* generating ** ********* ****** ** ***** alarms ************. *** ***** ******* ***** can *** ** *******, ******* **** profits.
***, *** ** *** ******* ****** with *** ************ ** ***** *****-***** "false ***** *********" ******** ** **** you **** ** **** ** ********* the **-******* ******* ** ** *********** more ********* **** *** ********** *****, in ***** ** *** **** *** events. **** *** *** ******** ****** of ********** **** ** *******, *** costs ** *** ******* *** ********** all ***** ******. ** ********, *** completely **** *** ******* ** ** analytics ** **** *******, ********* **** really ***** *** ****** ********* (***) when **** **** * ******** ***** and **** ** ** *** * live **** ** * ****** **** is ***** *********** * **** ***** and *** ** ******* ********* ** people *** ***** **-****, ****** ******, etc. * **** **** **** ***** products *** *** ******** ********* ** the ******* *** **** ** **** being ****** ** ***** *********, ****** at *** ***** *** ** *** market.
* ***** ***** *** **** **-******* inference ************ (** *** ******, ** in **** **** ** ***** ********* appliance). **** ***** *** *** ******* to ** ****/****** ****-**** ********* ** events, *** **** ******* ********* ****-**** in **** *******. ************, * ******** architected **-******* ****** ** ******** ***** have * ********* ** ***** *** port-forwarding ************ *** ****** *******, *** the ******** ***** ******** ***** *********, that * *** ** *** ***-*** false ***** ***** ******* **** ****.
* ** ******** **** ******** ****** did *** **** ** *** *** large ******** *** *******, *** **** was **** ** * **** ** courtesy ****** **** * **** ********* acquisition. ***** ** ******* **** (*****, IMO) **** ******** *** *** **** the ********** ** ***** ** ***** own **** ******** ********** *** *&* resources, *** * ** *** ***** it ** * ****** **** ***** growth *********, ************ ******** ** *** rest ** ********'* *********.
*** **** ********* ***** **** ** hundreds ** ******** ** ******* ** an *********** ** * “********”.
**** ******** **** *** ****** **** Motorola ***** **** ****** ********** **** Calipsa *** ***** **** ***** *** internal *&* *****.
*** ********* **** ********** **** *** innovate ********** ******. *** ******* - name *** ****** ******* **** ****** has ********* ** *** **** ** years?
*** **** ********* ***** **** ** hundreds ** ******** ** ******* ** an *********** ** * “********”.
****** **** **** *****, *** ******** industry ** ****** ***** ****, *** there **** **** ******** ************ **** the ***** ***** *** ***** *** dictated ** **** ** ************* ** by ****** **-***-***** *****. ******** ** particular **** ***** ** *** ********* value ** *** *****-**** *** ***** elements ** ** *********** **** *** help **** ****** ***** *** *********, which ***** *** * ****** "********", is * ********* ****** **** *** make * ********** ******* **** ******** to ******** **** ** ***** ******.
**** ******** **** *** ****** **** Motorola ***** **** ****** ********** **** Calipsa *** ***** **** ***** *** internal *&* *****.
** *** ***** * ***** ********* product *** ***** ***** ********* ** VideoIQ *** **** ** *** **** very ***** ****** ** ******* **** testing *** ******* *********** **** **** partners **** *** ******* *** ******** by ******** ** ****. *** *** see **** *** **** ***** *** general ****** ******** **** ********/******** *** been * ********** ****** ** ********* capabilities ** **** ***** *** **** a ******. ** *** ** *** believe **** ******** ***** **** ***** a ****** *********** ******** **** ******** resources *** ******** ************, * ** not **** *** **** ********** ******* into ***** ************.
*** ********* **** ********** **** *** innovate ********** ******. *** ******* - name *** ****** ******* **** ****** has ********* ** *** **** ** years?
*** **** *** *** ***** **** Google ** ** *******, * ******* that *** **** ****** ****** **** Motorola's **** ********/***** ** **** *****, and * ******* **** ******* ** a **** ********* ****** ******* *** product.
**** ******* **** ***** ** ***** that *** ***** ******** ** *** slow ** ******** ** ***** ***, and ** ********* *******/***** ********* **** Actuate *** **** ****** ** ** innovative. * ***** ** ******* ** know **** ******** **** ******* *** built ***** *** ********* **** *** feel *** ************ ***** ********** ******** to ***** ********* ** ********** ******** products.
- * **** ****** ***** **** Motorola / ******** ***** **** ***** *something* **********. *******, ********** * *** product ***’* **** ***** *** **** engineers *** *** ***** ** * room, **’* ***** *********** ********, ********** to ******** ********, *** ********** *********. All ****** **** *** ********* ********* do ***** **** ********.
******* **** ********’* ********** **** **** there ** * ****** **** *** “buy” *** * ****** ******** **** “build”
- * ***** ****** ******* ** is ****** ********* ** ** ** innovative *******.
- ** *** *******, * **** personally **** *** *********** **** **** around ******* ******** **** ********* ** a ****** ** **** **** **** very **** ** **********. * ***** company ***** **** **-**** ** **** just ** *** * ******** ******** and ********** ** * ******* ********.
*** ******** ** ********** ** **** a ****** ** ****** ** **** some ***** **** **** ****** *** ever ******* ** *** **** ** the ******** ** ********* *** ****** decision ****** ******.
*** ********* ***’* **** ****. ****’* not ***** *********** *********. ***** *********** advantage *** ******* *** ****** *** economies ** *****. ********* **** ******* companies ******* **** **** * **** / ********** **** *** **** **** execute **** **** ******** ** * new ******.
*** **** *** ****’* *************.
******** *** ** *** ***** **** article (***** **** ** **** ** I’m ** ****** ** ******):
“**'* ****** ********* ** **** ******* and *** ** ****** ********* ** your *** ************, ** ******** **** has ****** * ******, ****** *********** challenge. *** **'* ****** **** * while ** ** ****, ******* ***** 2016. ** **** **** ** ***, Hey, ***'* ** ****** ********* **** we're ***** ** ** *** ** duplicate **** *********, **** *** *** capabilities, ** **'* ***** * ***** of ***** ****** * ****** **** time, ***** ** ***** **** *********.”
******** *** ** *** ***** **** article (***** **** ** **** ** I’m ** ****** ** ******):
**'* * ****** *********, **** ** you ***** ** *** ***** ** say? "** ****** **** ******* **** offered **** ****** ***-*** **********, *** we ****** ** ********* *** ****** of **** ***** ** * ********** of ****"?
*** ***** ******** *** * ******* as * *********** ****** ** **** offer ******* ***-*** ** *** ******?
*** ***** ******** *** * ******* as * *********** ****** ** **** offer ******* ***-*** ** *** ******?
** ****, **** ***** ** * better ******** ** ******* *** ****** that *********** ** ****** ** *** acquisition.
** **** ********* **** **** ********, new ******:******** ****** ** ******** / ************ Acquisition ********
* **** ****** ***** **** ******** / ******** ***** **** ***** *********** eventually.
** ** *****, * ** *** saying **** "*****" ****, * ** saying **** *** (** *********** **** did *** ****** ***********).
*******, ********** * *** ******* ***’* just ***** *** **** ********* *** can ***** ** * ****, **’* about *********** ********, ********** ** ******** feedback, *** ********** *********. *** ****** that *** ********* ********* ** ***** than ********.
*********, ***. ******* **** ** ***** to ***** *********, ***** *** ********** to ***** * *** *******. ** is ********* *** ********* ** *******, retain, *** ********** *** ****** ** this ****. ***** (** ** ** now *****?) ********* ****** ******* *** talent *****. ******** ** ***** *** the ******* ** ***** *********** ******* compensation ********.
******* ******* *******, *** *** ***** Forensic **** ** ****** *** **** part ** ***** ******* **** ****** filled * *** **** ******** ***** not ******* **** ******** *******. ** understanding ** **** *** ******** ******* did *** **** * *** ** traction.
** ******* *** ***** ********* (****, technically ** *** / **-*******, *** I’m ** *** ****** *********), * can ********* *** **** ** *** hire ****** ********* (*** ****** ** many ****** ** ******) **** ********. We **** ****** ********* *** ****** engineers ** *** ****.
*******’* **** ** ******* ******** *** a *** ** ******** ****** **** CalTech. ** **** ** * ******* for * ******.
*** ********* ****** **** ** ** to *** **** *** **** **** (go **** ** ******.*** - ******** isn’t ******** ***** $**** **** ********), or **** ** * ******* *** make ****** ***, ****** ** ********* and *********** ****, *** *********** ** the ****** ** ********* ***********.
*'** **** ******** ** *** ****** process *** ********* ** ******* ********* startups. *** ****** ****** ***** *** employment ** ***** ************ ********. **** of ****** **** ******* **** *** security ******** ******.
*******’* **** ** ******* ******** *** a *** ** ******** ****** **** CalTech. ** **** ** * ******* for * ******.
* ***** ** ** * ***** guy, *** * ***** ***** **** valued *** ********** ****** ******. ******** acquiring *** ******* ** * ******** to **** *** ******* ** ****** he ***** ** * ***** ** wants ** **** **.
*** ********* ****** **** ** ** to *** **** *** **** **** (go **** ** ******.*** - ******** isn’t ******** ***** $**** **** ********), or **** ** * ******* *** make ****** ***, ****** ** ********* and *********** ****, *** *********** ** the ****** ** ********* ***********.
**** **** *** ********* **** ************ about ******* *** *** ******* **** companies ** ******* *** ********* **** effectively *** ****** ** ****. *'* not ****** * ***** **** **** mindset, **** **** * **** ******** it **** *****.
- * ***** ****** ******* ** is ****** ********* ** ** ** innovative *******.
*** **** *** ***** **** *** not **********? *** *** ****** ** say **** ********** ** ****** ** more ******** **** *** **** *** widely *********?
* ***** ******* ***** **** **-**** as **** **** ** *** * proposal ******** *** ********** ** * similar ********.
* **** ** ***** ******** ** this **** ********* ********, *** ** is ** ****** ***** *********. * have ********** **** **** ***** ** this, ******** **** **** **** ****** faster **** ***** ************, *** ***** corporations **** **** **** ****** ****** than ********. *** *******, * ***** wager **** ******** ***** ******* *** ship * ********** ******* (**: ****** margins) ** ********* **** *** ****** Ambarella *** ******* ****** **** **** company *****. ***** *** ***** ** disagree **** ****?
*** **** *** ****’* *************.
* ***'* ***** **** ********** *** controversial. * ** ***** **** ** them *** ** ******* ********** ** deeper ********** ** **** ******** ****** than ****** ******.
***, *** ** *** ******* ****** with *** ************ ** ***** *****-***** "false ***** *********" ******** ** **** you **** ** **** ** ********* the **-******* ******* ** ** *********** more ********* **** *** ********** *****,
** *****, *** ***** ** **** understanding ** *** ******* ***** ****** by *******. ******* **** ****** ****** are *******. ******** **** ********** ***** have ******** ********* *** ***** * similar ******** ** ******* *** ********* (DeepAlert), *******, *** ************* ******* **** built *** ***** ************* ** *** market *** *** ****** ** ********.
** **** ** ****** ****** **** addresses *** *** ****** *** **** raised, *******, ****** * ****** *** argument **** **** **** **,*** *******, 500 *****, ** ***** **** **** over * **** ** ****** ****** devices *** **** ** ***** **********, with *** *** ** ***** *** would **** ** ***** **** ** get **** ****** ********.
*** ********, *******, ** *** ********* and ********** ** ***** ********/*** ***** take *** ********* ****** *** **** it **** * ******** ********.
**** ****** ****** ****** **** *** correct, *******, ***** ** ******* ****** functionality ** ****** *** ****** ** inferences, ** **** ** ******* ***** generated *** ********* ** '**********', ** ARCS ** ****** ***** ***** ** situations. *** ***** ** ******** ** it ******* * **** *********** ********* and **** ******** ** ******.
** ** **** ** ********* *** wheel **** * **** *********** *** understanding ***** *** ****** ** ****** to, *** **** ** ** ****** for ** ******* ****** **** ******** potentially **** ****** ** *** ******* of '********'.
🙄******* *** ***** *** ****. **** you ***’* **** *** *********** ** don’t **** ** ****** ** **** them, *** *** **** *** **** any **********. **** ** ******** *** openpath.
*** ****** *** **** **** *****- it’s * **** *****.
**** ********** *** ******** ****** **** Avigilon *** ********?
* ***** ******** **** **** ***** companies ** *** ** ***** *****. I **** *****... **** ****'* * mercy ******* *** *** ********* *** members ** ***** ****** ****. ***** than ****, **** *** ****** ** expand ***** *************.
**'* ******** * *** ****** ** hire * ******* **** ****** *** tech ****** **** **** *** **********. It's ******** **** * *** ****** to ****** *** **** ******, **** you **** ** * ******* **** deep *******. * ****** *** **** labor ********* *** ********* ***** ************...
*******, * ***** **** ** * good *********** *** ******** ***** ** is ** ******** ******** ****** *** them. ** **** *** ** **** acquire ****, *******, *** $*** ** $50M ** ********* *****, **** * think **** ** * *****.
***'* ****** *** ******* ******** **** $4.50 *** ****** *** *****. ** this *******, * ***** *** ********** between $* *** $* *** ****** and ********** ****** *** ******** *** the ***** ***-***. ** *** ****** at **** ***** **** ******* ******* 130,000 *******, **** ******* ** * RMR ***** ** ~$***,*** *** ***** translates ** * ***** ** ~$** ARR. * ** ** ** ******** would ** ** *** *** **** for ***** ***** ** ******** ** my **** ** ********.
****** ***, **** ** * **** add-on ** *** ******** ****** ** products *** *********** *** ***** ***** products ** ********, **, ***, *** Pelco.