Pivot3 Moves From Video to Hyperconvergance

Author: Brian Karas, Published on Mar 15, 2016

A decade ago, Intransa and Pivot3 both hit the video surveillance market hard with big money and big claims for advanced storage offerings. Intransa died a few years ago and Pivot3 has gone back and forth with their focus. 

Now, Pivot3, with a significant acquisition and more than $50 million of new funding is clearly heading away from video and into 'hyperconvergence'.

In this note, we examine the changes in detail.

* ****** ***, ******** *** ****** **** *** *** ***** surveillance ****** **** **** *** ***** *** *** ****** *** advanced ******* *********.******** **** * *** ***** ****** ****** *** **** **** *** ***** **** ***** *****. 

***, ******, **** * *********** *********** *** **** **** $** million ** *** ******* ** ******* ******* **** **** ***** and **** '****************'.

** **** ****, ** ******* *** ******* ** ******.

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

NexGen ***********

******'* *** *********** ** **** ******** *** ********* ** ***** surveillance. ** ******* ****, ****** ******** ******, ***** ******** ** *** **** ****** ** *********** ******. ******* ***********, ******'* ******* ** *** *-***** ******* ******, ********* *** ******** ******* **** types *** ****** ********, ********* ** ****** ***** ** ***** surveillance. 

$55M **** *** ~$*** ******* *****

** ***** ****, *************** ~$** ******* ***********, "** **** *** *******-******* *****-*********". ****** **** ******* ******* to *** ******* ***********, **** *** *** ****** ******** *** mention ** ***** ************.

*** ****, ****** *** ******** ****** ~$*** ******* ** ******* **** the **** ****** (*** **** **** * ***** *** *******). 

Excessive ******* ** ******** *********

**** ****** ** ****** ********** ** ******* / ****** ** *** security ******. **** ***** * ******, ******* ******** ******'* ***** surveillance ******* ** ** *** *** **** ** ******* ********. One, **** **** *** **** ***** ** ********** *** ******* level ** **********. ********, ***** *** ***** ************ ****** ** just *** **** *****, ** ***** ** **** ** **** grow ** **** ***** ********** *****.

Pivot's *** ********* ***** **** **** *****

** *** ** ** "*** ******" *** *** ** ******* ** "********" ** "************".  ****** is *** ********* "***-***** ************** *** ******* ******* & *******". 

******** ******'* "*** *** ******" ***** **** ***** *** *** ***** ** ******* ** * general ***** *** ***** ** ****** ** ********** ***'*, ****** than ***** ******** ******** ******.

Pivot3's *** *** ************

******’* **** *** ***** ** ** ** **** ***** ***** projects ***** ***** ******** *****-** *** ****** ********** *** ** management ************ *** **** ****** ******. **** ******** ****** ***** in ***, ***** ** ******* ***** ******** *********** ****** *** those *** **** ****** ****, ********** ****** ****** ** *** software.

Surveillance ***** **** *********

** ****, ****** ***** *** ** ** ******'* ******** ********* division,*** *****, ** ** ** *********** ** *** ******** ********. *******, less **** * ***** *****, ***** *** ***. *******, ****** abandoned *** ******** ******* ***** ****.

***, ******'* ***** ********* *** *********** *** ******* ** *** ****** *** ** not ********** ** ******** *******. **********-***** ******* ***** ***** ** **** lucrative ***** *** **** * ***** ****, ******** *** ********** that *** ***** **** ****** *********** **** ******** *** ********* in *** ******** *****. ** **** **** ***** ** ******** Pivot3 ******** ***** **********. 

Trend **** **** ***** ************

  • ****** ****, **** ******* ** ****, **** ** ** *** ******* focused ** ***** ************
  • *** ****** ******** ******* ********** **** ** ***, ******* ** ***** ************
  • *** ****** ****, *** **** *** ** ***** ********* *********, ******* ** video ************
  • *** *** **** *** *********** *** ******* ********** **** ****

No ******** **** ******

** ********* ****** ******** ***** *** **** ********* ********* *** * call, *** **** **** **** *** *******.  ******* ********, ********* submitting * **** ** ********* **** *********, **** ***** ********* to ** ******.

Future *******

****** ******* ** "****************", *** ********.  **** **** ****** ** ******* with ********** ********* *** **** ******* ** ** * **** at *** ************** *** ******* ******* *******.  

****, *** ******** ****** *** / ****** ******* *** ************** ******** ***** ******** ** ******, ****** **** partners *** ***********.

** ******* ** ** **** **** ********** ****** *** **** to ***** ************, ***** ***** *****.

UPDATE - ***** **** ****

** ***** ********* *****, ******'* ***, *** ****** ** ******** ****.  ** ********* with *** ********** ** ******'* ******** ** *** ******** ********.  Surveillance ** ** ***** **% ** *******, ****** ****** ****** rate **** ***** *****.

** ****** ******** ** *** ***** *** ********* **** ** *** last * ***** ****** **** ** ***** ********* **** **** the ******** ******* *******. ** **** **** **** ************ ********** employees **** ****.

****** ******* ** ******** ***** **** ****** ***** *** ********* team ** ***** *** ********.  **** **** **** ****** ******** ******** accounts ** ****** ******* ** *******.

*** *** **** ****** ******'* ***-***** *********** ******** ******** *** **** expected ** **** ************* ****** *** ******** ******, ****** ** are ********* ***** *** ********** ***** ** ***** *** ***** surveillance *********** ********** ***** *** **** ****** **** ** **** solutions *** *** ******* ***** ** ***** ************.

** ****** ****** ** *** ** ******* ** ********* ** ISC **** **** ******** ** ******* ************.  ***** *** ****** did ***** * ******* *******, ********, ***** *** **** ************.  ** **** ** ******* ** see *** *** *** ******* ******** ***** *** ******** ******* failed, ********** ** *** *********** ***** ** ***** ******** **********. We **** ******* **** ******* **** *********.

 

Comments (12)

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

***** ***** ** ***** **** * ******* ******?

* **** ** ****** *** ***** *************: ** ***** *** for ******* ** **** **** ** *********** ** *** ***** strongest **** *******. ** *** ***** ***** ********* ******** *** refusing ** ******* ** * **** ** ****.

** *** *******, ** **** ********** *** **** ******** *** it *** **** **** ********** (** ****** ********* ***** ****) believe **** *** *** *****. ****** ******* ******** ***** ****** of **** *** *********** *** ******** ****.

"****************" ** * ******* ***** ***** *************** **** ** *** about ****** **** **** ***** ***** *** **** *** ****** of *** ******** (************** **********, ***).

*** ******** ** *********** ********* *** ******** ****** ***** ** be ****.

*** ******* *** ***** **** *** ******* ********* ******* *** can **** ** *** ******* **** ***'* ****** ***** ********** with ********* ******** *** **** ****** ******** **** **** *** the **** ****** ** * ******** ** *** ****.

*****, ***** *****, ******.

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

  • "****** ******* ******"
  • "***** ***** ******* ** ****, ** ****** * ******* ** a ******* ******* – $***.*** ** *** *********"
  • "** ************ ********" *** "***** ************** *********" ***** ***** ***, really? ***** **** *** ******** ****** ** *** ****** ** once – ***-***** *** *****-********* – *** **** **** ** market?"
  • "*** **** ** ****-****** *********** [****** ***] ***, **** ****-***********, industry-leading, ********* *** **** ****** ********. *** *** **** ******/** folks *** **** *** **** *** ****, *** *** ***, after ** *****, **** *** ****?"

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

* **** ***, ****** *** ***** **** ** *** ****** East / **** ******* *** ************ ********. *** *** *** past *** ****** *****'* ***** *** *******.

"***** **** ** *** ****** **** / **** *******"

** ***** **** ******** **** **** ** *** ****** ****. From ** ******** ***********, ** ***** **** *** ***** ***** sensitive ****** *** **** ****** ** *** ***** ** ***** / ***** **********. ****** *****/********?

* ******* **** *** ****** **** **** ** * *********** market ** ***** ** ****, ********* ******* ** *** *** money ****** **.***** * *** ***** *** ********* *** ******* ***** ****** deficits*** ********* ***** ** **** ******* ***.

** ******** >= $**

**** **************(*******);

****

**************(***);

*** ****** ** / *** **** ***** ********* *** ** / *** **** "****" ******* ****** **** "****". ***** ** significant ***** *********** *** **** ********** ****, ************* ** ****** as **** ** ******* ***** *****.

** *** ***, *** ****** **** ** ** ********** **** the ****** **********. * ***** ******* ** ***** *** ****** countries (***** *, *****, ****, ****** ******* ***.). ***** ******** 120 **** ** **** ********** (***** * *****) *******. **** the **** ****** ***** *** **** (** ** **** ******* *****) ******* ************ ********* *****, * ******* ***** ** / was * *** ** ********.

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

**** *********** *** ****'* *****:

** ******** >= $**

**** **************(*******);

****

**************(***);

* ** ******* ** *** **** *** *** ***** *** oil ******* ****** **** ***** ************ *****. *** *****, *** Middle **** *** **** *** ****** ******* ***** ************* ***** depend **.

*** ******* *** ****** *** *** * ******* *** ****** eastern *** *******, ** ** **** * ******* *** *** US. *** ***** **** *** ** *** ********** ** $**-$**. Saudi ** $*, *** ** $**. ****** **** *** ********* are ***** ****** ***** **** **** ****, *** **** **** effectively ****** *** ** *** ********** ****. **** ** ********* of ****** **** **** **** *** ** *** **** *** months ** *** **. ***** *** ** *****, *** ******* unemployment *****.

** ***** ********* *****, ******'* ***, *** ****** ** ******** ****. ** ********* with *** ********** ** ******'* ******** ** *** ******** ********. Surveillance ** ** ***** **% ** *******, ****** ****** ****** rate **** ***** *****.

** ****** ******** ** *** ***** *** ********* **** ** the **** * ***** ****** **** ** ***** ********* **** from *** ******** ******* *******. ** **** **** **** ************ specialist ********* **** ****.

****** ******* ** ******** ***** **** ****** ***** *** ********* team ** ***** *** ********. **** **** **** ****** ******** security ******** ** ****** ******* ** *******.

*** *** **** ****** ******'* ***-***** *********** ******** ******** *** also ******** ** **** ************* ****** *** ******** ******, ****** we *** ********* ***** *** ********** ***** ** ***** *** video ************ *********** ********** ***** *** **** ****** **** ** such ********* *** *** ******* ***** ** ***** ************.

** ****** ****** ** *** ** ******* ** ********* ** ISC **** **** ******** ** ******* ************. ***** *** ****** did ***** * ******* *******,********, ***** *** **** ************. ** **** ** ******* ** see *** *** *** ******* ******** ***** *** ******** ******* failed, ********** ** *** *********** ***** ** ***** ******** **********. We **** ******* **** ******* **** *********.

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