Pelco Is "Bringin Blue Back"

By: John Honovich, Published on Dec 17, 2019

Pelco is "BRINGIN' BLUE BACK", according to Pelco's new CEO Kurt Takahashi’s presentation at the Imperial Capital Security Investor Conference.

Inside this note, we examine what Pelco's CEO said, what Pelco's strategy is and how likely they are to succeed at it.

***** ** "*******' **** BACK", ********* *******'* *** *** **** Takahashi’s************ ** *** ******** Capital ******** ******** **********.

****** **** ****, ** examine **** *****'* *** said, **** *****'* ******** is *** *** ****** they *** ** ******* at **.

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

Bring' **** ****

***** ** ********* *** bringing **** (*.*. *****'* colors) *** *** *** back ***** ***** ***/ ******* ****** ***** level ** *** ***-*****.

******, *****'* *** *** was *** ******** **** in *** ******** *******. Unfortunately, *** ****** ****** can ** ******* **** more.

*****, ***** *** ******* similarly * *** ***** during **** ******, *.*. in**** **** ***** ******** "Pelco ** ****."(********: ** ****'*.)

Fundamentals ****

**** *****'* *** *** emphasize *** *** ******** of ******* *** ************ back *** ********* ******** service. ** ********:

**** ** **** ** do ***** ** **** become * ****** **** company **** ** ************** sound

** ***** ******, **** might **** *****, *** he **** ****** **** they *** ** *** process **

********** **** **** *********, separate ********** **** *** be **********

**** ****** **** *** major ********* ********* ** minutiae **** ********* ********’* cellphone *** *******.

*************, ***** ** *** seem *******, ***** * dozen ***** ** ********* lead ********, ********* ***** fundamentals ** ****** ** significantly ******* *****.

Customer *******

**** *******, *****'* *** repeatedly ********** *** ******** of ********* ******** *******, noting **** '**** ** the ***', *** ***** brand *** *** '**** standard ** ******** **********' and **** *** #* thing ****** *** ** bring **** ***** ******** service.

*** *********, ** ***** from * ********* ***********, to ******** ******* ** the ******* ** ********** it. *****'* *** **** they *** *** **** support ** *****'* ******** / ***** ******* ** prioritizing ******** *******.

** **** ********* **** they **** "****** ******* to *** *** ******* from ******** ** ******** to ****, *** ****** lifecycle ***** ******** **********" and **** ***** *** a "******* ****** ** laser ******* ** ******** experience."

** **********, *****'* *** admitted **** *** ******* in *** **** *** not ********* ** ********, emphasizing **** **** *** focused ** ***** "** time, **** ** *** we *** ***** ** do."

Product ****

*****'* *** *** **** aggressive ***** ********** ** major ******* ************ ** developments ** *** *****-****, noting **** **** **** "developing * * **** roadmap, ********** **** **** compelling ******" *** **** they*** ***** ******'* ***** surveillance **** *** ****.

Reasonable - ******** ******* ****** *******

***** ******** ******* *** only **** * ******* so *** ******* ***** competitive ********, *** ******* is **** ********* ******** service *** ** **** more ******* **** ********** new ********. **** ** not ** *** ******** service ** **** *** that ** * ******* truly **** ****** **** and ** ******* ** spend *** *****, ** can ** ******** ****** than *** *****-**** ********* of ********** *** ********.

Pelco *** * ****** ******

*****'* *** ************ **** "people ** *** *** Pelco ** * ****** leader, ****’* **, ************". On *** *** ****, he ** ****** ******* the *******. ** *** other ****, ** ** important *** ***** ** be ********* ***** **** are *** ****** * decade ***.

Big ********* ******

***** *** ******* ********** has ******, *****'* *** emphasized **** **** ***** have **** ** ***-*****, enterprise ********* ** *** slide ***** *****:

** **********, ** *****, "every ****** **&* ****** store", **** **** "*** a *** **** **** Kroger *** *********** *******" and "********** ****** ** the ****** ****".

** ***** **** *****'* brand *** ******** ** large ******** ****** ** advantage *** *** *******.

Reaching *** ** *********

*************, *****'* *** ******** that **** **** *** done ****** ** ***** their *********, *******:

**** *** ***** **** Pelco ** **** ***** - ****** *********, **** somewhat ******

**** ****** *** ** millions ** ******** **** year **** **** ******* from *****

Acquisitions ********?

*****'* *** **** ********* that ******* (***** *****) would ** '****** ** acquisitions *** *** ***** pieces' ********** **** *** adjacent ******* **** '********* are ***'. ***** ****** an ********* ******** ** the **** *** ***** could **** ***** ********** as ***** *** *** too **** ******** ******** to ******* *************.

Outlook - ******* ********

** ***** ****** *** claims ** ****** ***** based ** **-***** *** Pelco, **** ****** ** disappointed. *******, **** ***** CEO ** ********* *** reasonable ***** ***** ***** stands ***** *** **** the **** ********* ***** are ** ******* ***** positioning ** * **** sign **** ***** *** at ***** ********* *** perhaps ***** ******** **** up.

Vote / ****

Comments (25)

* ****** *** ****** are ********* ********? ***** on *** ***** **** seems **** * ********** evaluation ** ***** **** are ** ********* *** plans ** ** ****** without ************** ** ******* development. ***** **'* ********** too ***** ** **** I ***'* ******* ******* out **** ***** ********* is * *** **** and ****, ***** ****, it ** * ******* item. * ** *** envision ***** ******* **** a********** **** ***** **** are ** ********* ******* utterly ********* **********. **** has *** **** ************ to ** *** **** yet.

* ***** **** *** pivot **** *** ********* umbrella ** ******* ********, but ******* * ****** strategy ** **** **** a *** **************, **** will ** * **** cause.

* ******* ***** **** is ** ******** *** Tier * ****** ******, which ** ********* **** no **** **** * brands ** *** ********. Each ** ***** ****** has * **** *****, such ** ********* ** Avigilon **** ***** ********** platforms. **** ** ***** brands **** *** ***********, supported ****** ********* **** leading *** *********.

***** ***** ******** * market ******** *************** ***** *********** ** - **** *** *** equivalent ** * **** priced ****** **** **** recognition. ** ******* **** Sony ******* **** ****** niche.

**** ** ***** ****** has * **** *****, such ** ********* ** Avigilon

********* *** * **** story ** ************? **** are ***** ******* *** same **** ** ******* right *** -********* ***** *** / Spins *** ******** ********

**** *******, * ***’* think “**** * ** saturated” ** **** ******** companies **** *********, ***** and **** **** **** wounded **** *** **** decade.

**'** ** *** **** page *** *********, ****. Without ********** *** **** I ***** ***** *********'* foothold ******* ** ********* their ******** ** *** short ****. *&* ***** to ******, *** *** foothold **** ****** ** a ******** ********* *** leverage... ** ** *** deliver ********** ** ****.

***** *****'* **** *** benefit ** **** ********* market *****. **** **** the *&* *********** ******* that ***** ********.

****: *** **** ** have ******** **** ***** for ****!

**** *** ** ******** made ** ****** ( ok ***** *** ******* OMD, *** *****) . Everything ** ********, **** some ***** *** “*********” here ** **** *** requirement *** **** ** just * ******** *** everyone ***** **.

* **** *** **** Pelco ******** ** ** made ** *** *** in *** **** *** years, ******, **** *** last ******, **'* **** quite ****** ** **** shutting **** ** *************, e.g.***** ******** **** ****** Line, ****** *** ***.

** ****** *****'* ******,***** *** ** **** Camera ****** (******-****)*** *** ****** *** made ** ******, *** the *** (*****).

** *** ********, * think ***** ** ******* at ** *** ******* state. *******, ****’** ** well ***** **** **** could **** ********** ******. I ***** ** **** can **** ** ******, they *** ** **** again. * ***** ****** go ** ****** **** Pelco **** **** * am ***** ** ****** with ***. ** ** right ***. ***** *** nothing *** **, ** at ***** * ****** they ***’*. **** ** where ****** **** ******* is. * ***’* **** time ** *********** **** company. ***’** *** ** sell ** **** *******.

*****'* ****** *** ***** is ***** **** *** past **********. ** **** can ********* ****, **** have * ******** ****** of ******* ****** **** enough ** *** ***** R&D ** **** *** get ***** ******* *********** folks **** ** **** something ***** ******.

*****'* ****** *** ***** is ***** **** *** past **********.

***, **** *** ********* the ***** ** *** investor **** **** **** around **** ******** *** company *** ****. *******, people ****** ******* ***** are ********* ********** ** something ****** ** * cost:feature ***** **** * brand:feature ** *****:***** *****.

***** ***** ** ******* the ****:******* ***** ******** to ***** *********** ** some ****** ** *** market ** ***** ** really **** ********, ***. For *** ********* ********, that ***** ** **** under *** ***** *****, or * ******* *** brand (**: *******).

*** **** **** ** success *** ***** ** to **** ****** **** stuff **** ****** *** willing ** *** ***. Without * ****** *&* component, ***** ** *** really ***** ** ** much ** **** *** company **, **** **** sustain **.

*** **** **** ** success *** ***** ** to **** ****** **** stuff **** ****** *** willing ** *** ***. Without * ****** *&* component, ***** ** *** really ***** ** ** much ** **** *** company **, **** **** sustain **.

******. ***** ** ***** time *** **** ** prove ********** ** * new *******. *'* **** more ********** ** * turnaround *** ************* ***** than ***, *******, ***** has **** **** **********. Improving ******** ******* ** the ****** ******* ***** for *****'* *** *** to ******* ***** *** while ***** ***** ** R&D. *&* ***** ****. There *** ****** ************* on **** **** *** explain *** **** * camera ***** **** ********** to ******** *******. *** development *** ******** ******** likely **** **** ******.

*** * ************ ****** answer *** **** ** takes ** ******* * new ******? ** ** 6 ******? * **** and * ****? *'* talking *** ******** *** all, *** ********* ** old *****.

*** * ************ ****** answer *** **** ** takes ** ******* * new ******? ** ** 6 ******? * **** and * ****?

** ** ********* ** the **** ** *** team, *** ** *** just **** "********* **** streams *****", ** "********* with **** ****** ** intelligence ** ******** ********".

* ***-***** ** ***/** time **** *** *** pretty *** ***** ** you *** ******* *** of * ****** ********* design ***/** **** ********** the ********* *** ******* somewhat ******** ****.

** *** *** ****** to **** *** **** latest ********* ****, ******* to * **** ** 4K ******* *** ****** a ***** **** ***** camera **** ******** *********, analytics, **** *******, **** ONVIF *******, ***., **** 8 ***-***** ***** *** be ****-********** ******.

**** ***** **** ********* leaning ******** ******* ** your ***/************ ** ****** to ****** **** ** the ***** **** ** hardware ********* *********, ********/***** layout, ***.

***** ***! **** ** great ****.

**** *** ***** ** man-years *'* ******** ***** is * ***** ** how **** ****** *** productively ** ******** ** producing *** ****. *** 8 *** ***** **** is *** ***** ***** more **** ******* ****** far *** *********** ** diminishing *******?

* **** ** ********* around * ** *****, IME. *** ****** ******* primarily ** *** **** firmware/making *** ****** **** and ********, * **/** person, * ****** ** people ******* ** *** non-basic ******** (**: *********, dealing **** *****, *******, etc., *********), *** **** a ** ******** *** maybe * ******** ****** working ** ****-****** **** of *** ***** *** component *****.

**** ** ***** ** doing * ******-*** *****. If ***'** **** ** less ****** **** ***** camera *** ******* ** up ** * ** version, * ** *.* people ***** ** **********.

* **** *** ****'* ask **** ****, *** on *** ** *** that, ***'** **** * tech-pubs ****** ** ***** all *** *************. * product ******* ** ****** specification ****** *** *******, a ******* ********* ******, a ***** ** ***** to **** **** ************** (UL, **, ***.), ***** a ********* ******** ** your *** ** *** supplying ****. *** * few **** ********* * might ** **********.

**** ***** * ********** simple ***** **** * moderately-featured ** ****** *** easily ****** * *******-******+ endeavor ****** *******. * think ********* ********* ** not ******* **** **** you *** * $*** camera **** ** *** all **** *************, ***** assuming **** $*** ****** cost "*******" ** *******. A $*** **** ****** means *** ******** **** a **** ** ****** $40-$50, *** * ******* price ** **** ****** channel ** ****** $***-$***, giving *** ***** $*** of ******. *** **** to **** **,*** ** them **** ** ***** even, *** **** **** you ****** ** ***** and ********* *****, **** all *** ***** ******** of *** ********, ******** more **** **,*** ***** to ****** "***** ****".

**** ****: **** ***** like * **** ***** for ** *******. ***** is **** **** *********** info **** **** *********** and *** ***** *** not ******* **.

* **** *** **** of ***** *** *** challenge. * ***’* **** if ****** “*** ***** ******'* ***** surveillance **** ***** ** **** the ****** *** * camera/vms *******....*** ***, * could ** *****.

* **** **** **** in ****, **** **** need **. * ***** an *********** ** *** size ***** ** **** as * ********. *****, short ** *** *******/******* OEM *** ** ****** cameras ****** ** ****** their *** ***** **** a ***** ** *********/****** ease.

******* ******* * *** lazy!

*****, ***** ** *** encoder/decoder *** *** ** series ******* ****** ** design ***** *** ***** with * ***** ** installer/dealer ****.

****'* ********* **** ********** did ****** **** ****** else. ***** ***** **** been * ***** ******.

**** *******:

**** ****** ******** ******** *** *** realities ** *** *****. Anyone ****** ** ***** a ****** ** * corner ******* * ***** of ********* ******** ** liquid ***** ** *** around *** ****** *** product *** *******. *** transformer *** *** ********* necessary. ** **** **** taken **** ******** ******* the *** ** **** up **** *** ***-**** instead ** ***** **** the ***** ****** ***** like ****:

Image result for camera on corner of building

****, **** **** * recall ***** ***** ******* could ** ******* ******** in **** *********.

***** *** ********* * close ****** **** **** OEM’d ********** *** ****** from *****. *** ****...*** so ****.

***** *** ********* * close ****** **** **** OEM’d ********** *** ****** from *****. *** ****...*** so ****.

*** ***** *** ****** fixed ******* **** *********. Sounds **** *** *********** business *** **** ***** on *** * **** time.

**** ** * ***** guy *** * ***** he **** **** ***** around. *** *** ***** he *** ********* ** AMAG ***** ******** ******* and ******* ****** * 150% ******. * **** high ***** *** **** he **** *******.

*** ****** **'* ********** referred ** ** "*****'* CEO" ******* ** ** his ****?

***, ******* **** ****** do *** **** *** the *** ** *****, Axis, ********, *********, ***. are. ** ** **** it ******* ** *** their ***** **** ***** to *********, **********, *********, etc. **** **** **** sense?

****, **** ***** **** the **** ***** ** mentioned ** ***** ****? Just ***-******* ****, **** is ** *********** *******!

**** *****. * ***** Kurt *********’* **** ** the ***** **** ** the ****. ******.

*** ** *** *** and **** *** ****...

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