ADI's *******
**** *** *** ******* for ***:
- ****** *******: ~$*.* *******
- ****** *******: ~$*** *******, net ****** ****** ** 5.4%
- *** ******* ** **** of ******* ***** ******* but **** ****** * quarter ** *******
- $*** ******* ** *** revenue ***** **** ******* Honeywell ********, ~**% ** total *** *******
- ********: ~$*.* ******* ** ADI ******* (**** **%) comes **** ** ****** sales
- *** ******: ~$*.* ******* in *******, ** ******* per ******.
- ******: ~$*** ******* ** revenue ***** **** ****** sales.
- **: ~$*.* ******* ** ADI's ***** ***** **** the **, **% ** their ***** *******
- ********: **% ** ***'* total ******* ** **** security *****
***** *** *** ******** from ******* / *** presentation, ***** **** ** sales *** **** **** a ******* ** *******:

*** ************, ************* ********* more ******* **** ************.

*** *** ~*.*% *** margins, *****, ******** *** distribution ** ******.
*******, ***'* ******* ** significantly (****** */***) ****** from ******* ********* ********, as *** ***** ***** shows:

****: ******* ****** ** Honeywell **** ********, '********' refers ** ********* ******** / ********** ******* *****.
******** *** * *** asset, **** *** ************** ** * ********* video**** **** **** **** their ******* ***** **** their:
**** ***** *********** ***** concept ***** **** **** their ******** ** ***** done *****.
*** ** ** ** far ***'* ********* ******, with */**** ** ***** business **** ***** **** market:

*** ** *******, ********, at ~*.*% *** **** for *** **** *** years:

******** ** ******* ********, on ***, **** ** higher, ** *** **** few ***** **** **** challenging ******* *** ******** distribution (*.*., ******* ******** ***** **** Q3 ****, ******* ******** **** ***** Continues ** ****).
Home *****?
*******, ******* ***** * ****** residential *****, **** ********* a **** ** ***** center:

********, *******'* ***** ****** has * ********* *********** flavor:

**** ****** ******* ** October **, ****.
Growth ** ***?
*** ********* *** ****** [link ** ****** *********] **** there **** **** **** growth ********** *** *** as *** ***** ***** shows:

*-*** ** ************ *********** since ** ********* **** their ************* ******** *** has ****** * ****** of ********** (*.*., *** *** * *** *********** Race ** *** ******, *** ******* ************ ********). ** *** **** year, *** *** *********** the ********* ** *-***, but ** * ******** traded *******, **** *** feel **** ******** ** push *-*** **** ***** partners.
*******, *** **** ************ **** W-Box *** *** *******:
******* ***** ** ******* very ********** **** *** us. **** ** *** W-Box, **-***** *****. **** the **** * *****, it's ***** ** *** SKUs. ******* **** ********** from ***********—**** ****, ***********, connectors—all *** *** ** to **-**** ** ******** and *********** ***** ********, HDMI *****, *** **** it. *** ** *****-***** prices. **** ** **** product ****** ******** **** any ** *** ***** suppliers. **'** **** ******* about ****. *** *** can *** **** ****** at **%-**% ***** **** with *** **-***** *****.
**** ** ********* ***** the ***-*************** ** *-***.
Comments (8)
John Bazyk
IPVMU Certified | 10/15/18 05:36pm
w-box is getting pushed hard. I don't blame ADI for bring a lot of this stuff in-house. Cutting out more middlemen helps to bring the cost down. A lot of the wbox stuff is made by the same "name brand" companies ADI has been pushing for years. This is a good move on their part IMO. Pricing is right and warranty support is better on these product lines. Most of the things we buy that are wbox branded are small low cost items that add up fast.
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Undisclosed Integrator #1
I have found sometimes its not cheaper to buy Wbox. also salesrep seem not to give any discounts on wbox items when buying in volume. they tell me i cant touch the price.
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John Honovich
Dan, did you see or hear what in-house brand revenue currently is? While 25-35% is high for a business overall growing at ~6%, W Box is likely still relatively low and has room to grow but at some point, sooner rather than later, that growth will canabilize ADI's partners.
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Undisclosed Manufacturer #2
Amazing they publically lie about not competing. The entire point of a "generic" or "house" brand is to take market share from higher priced products, positioning them as a valid substitute, while boosting profits and ideally creating their own exclusive brand. ADI is screaming "cameras are a commodity" just like HDMI cables and tie wraps.
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Undisclosed Integrator #3
As noted in the article the WBox items cover a large amount of product. When this first started I thought some of the misc. items such as zip ties were silly, but figured the margin on it was probably very good. However it started to introduce the brand slowly.
We use a hand full of items such as mounts and transformers and cables. However i think it’s safe to say these are OEM products from vendors that otherwise were in ADI previous or still are.
Ultimatly if you commit to buying a large amount of product from a vendor your gonna get better pricing which would allow ADI to sell the product at a lower cost and maintain the same margin or sell at the same price and make a higher margin.
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Larry Tracy
Have not had good success with Wbox have had many quality issues so don’t trust any products with that brand.
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