Motorola Acquires Envysion
Motorola has acquired Envysion, a 15-year old US VSaaS Provider, and now has 4 video surveillance companies (plus OpenPath acquired 4 months ago), including 3 acquired in the last 2 years (following the acquisitions of IndigoVision in 2020 and Pelco in 2020).
How many video surveillance companies can Motorola have? And what will they do with Envysion?
Inside this note, based on an interview with Motorola's Security/Surveillance head John Kedzierski, we examine those questions and the outlook for Motorola.
Many *********
********'* ********** *** ***** ********* ***** owning ******* ********* *** ****** **** work ****** ** ********, **********:
******** ********* *** **** *********** *** quite * *** *****. ** **** point, **'** ********* * **** ******* for *** **** *** ** ** diligence ** **** **** *** **** the ***** ********* ***, *** **** how ** ********* ** **** *** operations ** **** ** *** ******** value *** *** ************. *** ****'* ultimately **** **** ** *** *****. The ******* ***'* ****** ******* *** same, *** **'** ****** ***** ** the *********** **'** ******.
***********:
** ** **** **** **** *** camera *&* ****? ** ***'*. ** we ******* ******** ***** ** *** leverage? ** ********** **. *** ********** a ***** *** ** ******* **** we **** ****** *** ************ *** making *** ***** ***** **********
*** **** ******* ************ ****** ***** surveillance ** **** ********* ******** ********* in *** **** ******** *** **** to ************, *******, *** *********. *** Motorola **** ******* ***** ********* **** the ****-**** ******* ** ** **** though ******** *** ***** ***** **** they ****** ******** ** ******** ** focus ****** *** ***** ** *-***** / *** **** *** *** ******* with ***** ******** ************.
More ************ ******
******** *** ***** **** **** *** not **** *** "*** ****** ******* for *************", ******* ****:
** **** ** ******** ** **** in **** ***** *** ** **'** always ******* ** ****** *** ********.
**'** ***** **** ******* *** ******** from *** ******** ******** ****. ** are ****** ******* *** *************, **** organic *** ******* ***********, ** ********** our ******.
******** *** *********** **** **** **** its **** ***** / ************** ******** so ** ********* *** *** ********* to ******** ** ** ********** ** acquisitions.
Envysion ********
*** ******* ********,********, *** **** ***** ** ***** / *****,******* ** ****** ****** ****** ******* **********. ** raised ~$** ******* ** *** ***** 7 ***** *** ******** ********** ******* in *** ***** *****. *** *** past ******, ******** *** **** ****** tightly ******** ** *** *********** ***** / ***** ******* ********** (***) ******. The ******* ********* ***** ***** ** a ************ **** ********** **** *****-***** cameras.
******** **** ******** *** ~*** ********* and **,*** ********* ***** ********'* ********.
Revenue *** ********* *********
** ******** ****** ******* ** *** low **** ** ******** ** ******* and ** *********** ***** ** *** $100 ** $*** ******* *****. ******** is *** ********** ***** ******* **** the ************ *** **** ****** ** disclosed ** ** ******** *** ** an ******** ****. ******* ** ***** on *** **,*** ********* ** ~$*,*** a **** ********* *** *** ********* based ** **** ********* **** **** businesses *** ********* *********. **/**** ******** discloses, ** **** ******.
Focusing ******** ** *-***** / ***
******** ********* *** ***** ** ******** outcomes *** ************ ********** ***** ******** for *** ***** ******** ******** **:
****'** *********** ** **** ******* **** they're ******* *** ** ***** ** improvement ** **** ********** ******* *** improvement ****** *** *****, ********** **** cleanliness ** **** ******* **** ****** the **********. * ***** **'* ********* to **** ** ******** ** **** is * ******** ** * *******, analytics, *** ***** ** **** *********** offer. ****'* **** *** ********* *** buying.
****** ******* ******* ********* *** ***, specialists **** ******** ***** **** ******* on ******* ***********,********** *** *********, ***** ********, ***.
Adding ********* *** ******** ******** ****** *******
******** **** **** ** *** ******** (i.e., ********) ****** ******* ** ********* and **** ******* ** *** *** own ********* ** ********* ******:
**'** **** ***** **** ** ****** us ** ******** ***** ** ************ across *** ***** ********* *** ***** those **** *** ***** ******
* ***** **** *********** ********** ****** within ******** ** ******* *** ******** with **** ****** ************** ************ *** more ******** ****** ************
*** ********* *** *********** ****** ***** is ****** * ****** ******* ****** for ******** / ********* ****** *** potential *** ****** ** ******** ********* might ** **** *********** ***** *** company's ********** ****** ******** ** **** growing ******.
Selling ********** *** ******
*** ********* ******* ** ********* ** that *** ******* ************* ***** ****** to *** *****, ********* **** ******** plans ** ******** ** **, ****** differences ** ******/********* ******** ****** **** vertical. ********, ******** ***** ** **** Envysion ******** ** ** **** ** a ******** ***** **** **** **** of ******** ** **.
Management **** ******
********, ******** **** ** ** ********* the********** **** **** ********, ***** ***** **** *** ******* team ****:
Outlook ********
** ******* **** ******** **** **** Envyision ****. *** ********** ** **** Envysion *** **** ********** ********** ** investment ** *** **** *** ***** and, *** ********, ******** ********* ********** over *** **** * *****. ********'* greater ********* ****** **** ******** ****** plus ********* ********'* ***** ****** ** improve ********'* *********** ***********.
**** *****, ***** ********'* ********, ** do *** ****** ******** ** ****** a *******, **********, ***** ************ ******** so ******* ** ****** ** ** primarily ******* ** ******** * ****** C-Store / *** ********. *** ***** they **** **** **,*** ********* ********* in * ****** **** * *** hundred ******** ** ********* (*.*.,*,*), **** **** ** *********** ** grow.
Motorola *********
*** **** *********** ********* ********* *** how *** **** ******** **** ** video ************ *** *** **** ** bad **** ** ** **. ********* multiple ********* ** *** ***** ** certainly *** ******* ** (*.*., ***** with**** (****),********* (****), *********** (****)) *** *** **** *** *** number ** ************ ******** ** ****** are.
* **** ** *** **** ***, Motorola ***** *** **** * ***** or **** ***** ************ *********. ** the **** ****, ** ***** ******* scale **** ********* ** *** **** can ***** (******* ** *****) *** it ***** **** ******* ******** *********** and ********** ********.
Vote / ****
UPDATE: ******** **** *********, ******** ***** ** ****
******** ************ *** **** ********* ********* on-site ** **** ** ***** ********. Motorola *** **** **** "**** ** move********’* ******** ** ****-********* *********."
******** *** ******** ********* ******** ** quite ******* ** *** ******** *********:
***:
******** *** * **** *********** *** Motorola. * ***** ******** *** ***. However, ** ***** **** *** **** of *** ************ **** **** ******* someone *** * ***** ** ****. I ***'* *** **. *****, ************ and *** ********?
** ***** **** **** *** ***** three ***** ******** *** ********* **** to *****.
***** ** ***** *** ** ********** projects ** **** ***** ***** *** Motorola *** ***** **** *** ********* manufacturing *** ***** ***** ************* ***** in *** ** **** ***** *** them ** * ***** ********.
** ***** **** ************ ** **** gets ****** **** ******** *** **** away ** **** *****.
***** ** **** ******** ** **** hotel ****** ** *** **** ******, and ******* **** ***** **** ******** on *** ******** ****** ***** *** hotel ******* ********.
* ***'* *** **. *****, ************ and *** ********?
******** ********* ** *** ********* *** acquiring ***** *** ************ ***** ****** ********'* **** ******:
*** ** *** ******* ** ******** Pelco *** ************ *** ** *** greater ************* *****
**** ************ ****'* ****** ******* ** it ** * **-***** *******. ***** may ***** ******** ***** ** ** US-based *** **** ********, ***** *** been ***** ********** ****** ******* *** US.
** *** ********, **** ** *** rationale **** ****** ** *** **** call:
*** *** **** ** **** ** a *** *** ** ** *** more ********** ******* ** ***** ** our ********.
***** [*********, ********] *** ***** ****** that ****** *** **** ******** ******, recurring ******* ***** ********, *** ****'* really ***** **'** ******* *** ********.
*** *** ******* ******** *** ** Chipotle. * ** *** ***** ******** on ***** ******** * ** ****, so * ***** **** *********** ***** Motorola * ***** ******** **** * deep *** *********** ** **** *** go ***** ***** **** ****** ****** where ******** *****'* **** ** *** much.
** ******** *****? ** ***** **** they *** * ********* ********.
** ***** **** ** ****, *** seen ****** **** ** **** ******* inside ********. ** *** **********
* ***** ** **** ***** **** just **** * **** ********** ***** access *******/********* *******, ******** ********* **** Nedap ** *********.
**** *****. **** ****** ************ *** one ** *** ******** **** ***** was ******** ******* *** ***, ***** home ******. **** ***** *** **** value ********** ** ****** ******* ******** that ** ****** ** ****** ** Oceania (**** *********). **** ****, * don't **** ***'* *** ****.
*'* **** ** *** **** "****," if ** ***** ** ****** **** them **** **** ** * **** off *** **. ****** **** *** origins ** *** **** ***** ****?
**** *** *** ********- ***** *** website.
"*** ***** ** *** *** ***** recording ******* *** ******* ** ********-*******, affordable ********** **** ***** ********* ****** partner *********."
**** ** *** **** **** #*, thank ***!
* ** ************* **** ***** *** context / **** ******* (**, *** have ** ***** **** * ******* and **** ** ***** *** ******* that ****:
* *** *** *****. *'** ******* Motorola *** ******* *** **** ******.
***** *** **** ********** *********, *** installation ***** ******** *** ** ****-
*****://********.***/*****/*******-*****-********-******-************-*****-*-*.***
* ****** ***** ******* **** ***** use ******** **** ************ ** *****.
* ***** ***** *** **** ****** they *** **** ** *********** ******* the ******. * ***** **** ** will ** ****** *** ***** ***** Line ************ ** *** ** ******** soon. **** *********** ***** **** ***** things *****.
**** ***** ***** ** ******** ***** to **** ******! ** ****** ***** me *** **** ** ******* *** of ***** ********. ******* **** **** that ***?
******** ** ** ********'* ***** ********/************ acquisition. *** ****** *** *********** ** VaaS ************* ******** ("***** ******** ** a *******"), * ******** ** **** and ***** ********* *** ******* ********, in ****.
******: ******** *** ********* ***** ******** using *********:
** **** ** ************’* ******** ** ****-********* *********.
*'** **** ******* *** ****** ** reflect ****. ******, #** *** #*!
** **** *** ******* *** **** for *** ******** **** ******** **** they **** ****** ** **** * couple ** ***** ***? ***** ***** NVR **** ***** ********** *** ***** storage. * **** *** **** *** Cloud ******* *** ****** * *** are ******* **** ****** **** **** it *** ********.
***** * ***** **** ********'* ****** market *** **** **** * **** fit *********** *** ****; *** **-**-****** for ******** ** ************* ****** ** end-users. ********'* ******* ******** *** **** was ********* ****** ***** ********** *** managed ******* *********.
********, ******** **** ******* ** ***** analytics-centric ******** *** ********** ***** ******** / ********** ***** ***** ***** **** motion-based ***** ************* *** *** *** offer ***-******* ************/*********.
*** *********** *******, *** * ** working ** * *** ****** **** shootout, ***** **** ***** ****** *.
****** ****** **** *******