ADI's Financials Revealed + W-Box Growth Priority

Published Oct 15, 2018 16:54 PM

*** ** *** ** *** **** powerful ************ ** *** ******** ******** but *** *** *** ****? *** much ****** ** **** ****? *** much ** **** **** ** ********* vs *** ***** ********?

** **** ** *******, *** *** Honeywell **** *** ***** **** ***. IPVM ******** *** *******'* ****** ********** disclosures ** ****** ***** ********* **** looks ** *** *******'* **** ** prioritize *-*** ******.

ADI's *******

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

  • ****** *******: ~$*.* *******
  • ****** *******: ~$*** *******, *** ****** margin ** *.*%
  • *** ******* ** **** ** ******* total ******* *** **** ****** * quarter ** *******
  • $*** ******* ** *** ******* ***** from ******* ********* ********, ~**% ** total *** *******
  • ********: ~$*.* ******* ** *** ******* (over **%) ***** **** ** ****** sales
  • *** ******: ~$*.* ******* ** *******, on ******* *** ******.
  • ******: ~$*** ******* ** ******* ***** from ****** *****.
  • **: ~$*.* ******* ** ***'* ***** comes **** *** **, **% ** their ***** *******
  • ********: **% ** ***'* ***** ******* is **** ******** *****

***** *** *** ******** **** ******* / *** ************, ***** **** ** sales *** **** **** * ******* of *******:

IPVM Image

*** ************, ************* ********* **** ******* than ************.

IPVM Image

*** *** ~*.*% *** *******, *****, relative *** ************ ** ******.

*******, ***'* ******* ** ************* (****** 1/3rd) ****** **** ******* ********* ********, as *** ***** ***** *****:

IPVM Image

****: ******* ****** ** ********* **** products, '********' ****** ** ********* ******** / ********** ******* *****.

******** *** * *** *****, **** the ************** ** * ********* ********* **** **** **** ***** ******* comes **** *****:

**** ***** *********** ***** ******* ***** over **** ***** ******** ** ***** done *****.

*** ** ** ** *** ***'* strongest ******, **** */**** ** ***** business **** ***** **** ******:

IPVM Image

*** ** *******, ********, ** ~*.*% per **** *** *** **** *** years:

IPVM Image

******** ** ******* ********, ** ***, that ** ******, ** *** **** few ***** **** **** *********** ******* for ******** ************ (*.*.,******* ******** ***** **** ** ****,******* ******** **** ***** ********* ** 2016).

Home *****?

*******, ******* ***** * ****** *********** focus, **** ********* * **** ** their ******:

IPVM Image

********, *******'* ***** ****** *** * decidedly *********** ******:

IPVM Image

**** ****** ******* ** ******* **, 2018.

Growth ** ***?

*** ********* *** ****** [**** ** longer *********] **** ***** **** **** main ****** ********** *** *** ** the ***** ***** *****:

IPVM Image

*-*** ** ************ *********** ***** ** conflicts **** ***** ************* ******** *** has ****** * ****** ** ********** (e.g., ****** * *** *********** **** ** the ******,*** ******* ************ ********). ** *** **** ****, *** has *********** *** ********* ** *-***, but ** * ******** ****** *******, they *** **** **** ******** ** push *-*** **** ***** ********.

*******, *** **** ************ **** *-*** did *** *******:

******* ***** ** ******* **** ********** area *** **. **** ** *** W-Box, **-***** *****. **** *** **** 3 *****, **'* ***** ** *** SKUs. ******* **** ********** **** ***********—**** ties, ***********, **********—*** *** *** ** to **-**** ** ******** *** *********** power ********, **** *****, *** **** it. *** ** *****-***** ******. **** of **** ******* ****** ******** **** any ** *** ***** *********. **'** very ******* ***** ****. *** *** can *** **** ****** ** **%-**% every **** **** *** **-***** *****.

**** ** ********* ***** *** ***-*************** of *-***.

Comments (8)
Avatar
John Bazyk
Oct 15, 2018
Command Corporation • IPVMU Certified

*-*** ** ******* ****** ****. * don't ***** *** *** ***** * lot ** **** ***** **-*****. ******* out **** ********* ***** ** ***** the **** ****. * *** ** the **** ***** ** **** ** the **** "**** *****" ********* *** has **** ******* *** *****. **** is * **** **** ** ***** part ***. ******* ** ***** *** warranty ******* ** ****** ** ***** product *****. **** ** *** ****** we *** **** *** **** ******* are ***** *** **** ***** **** add ** ****. 

(1)
(2)
(3)
JH
John Honovich
Oct 15, 2018
IPVM

* *** ** *** **** ***** is **** ** *** **** "**** brand" ********* *** *** **** ******* for *****. **** ** * **** move ** ***** **** ***.

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

* ***** *** ********* ** *** far *** ****** *-*** *** *** much **** ***** ***** ************ ********. ADI ***** **** **** ****** ***** and **** *** ** ****, ******* manufacturers *** ******* ********* ********, *******, discounts, ***. ** *** ***** ****, I ** *** **** *** **** the ************* **** ****. ** **** point, **** ************* ***** **** ***** lines **** ***. **'* ** *********** issue - *** ***** *** ****? So ***, *** *** *** ********* that *** ************* **** *** **** than *** ***** ****. ** **** try *** **-**% ****** ****** ** WBox, * ****** ** **** **** change.

(1)
UI
Undisclosed Integrator #4
Oct 24, 2018

********** ******** **** ****** * *** months *** *** * ** ******* more *** ** ****. ** *** experience *** ********* ******** **** ***'* last! ** *** ** *** ** a **% **** **** ** ******* @ **** ***, ** ****** ************. We ******** **** **** ******* *** have * **** **** *% *****..... I **** *** *** ******** (******) products *** ******* ** *** *** video....... ***!

UI
Undisclosed Integrator #1
Oct 15, 2018

* **** ***** ********* *** *** cheaper ** *** ****. **** ******** seem *** ** **** *** ********* on **** ***** **** ****** ** volume. **** **** ** * **** touch *** *****.

(1)
(1)
JH
John Honovich
Oct 15, 2018
IPVM

*** *** *** *** **** ****** at **%-**% ***** **** **** *** in-house *****.

***, *** *** *** ** **** what **-***** ***** ******* ********* **? While **-**% ** **** *** * business ******* ******* ** ~*%, * Box ** ****** ***** ********** *** and *** **** ** **** *** at **** *****, ****** ****** **** later, **** ****** **** ********** ***'* partners.

UM
Undisclosed Manufacturer #2
Oct 16, 2018

******* **** ********** *** ***** *** competing. *** ****** ***** ** * "generic" ** "*****" ***** ** ** take ****** ***** **** ****** ****** products, *********** **** ** * ***** substitute, ***** ******** ******* *** ******* creating ***** *** ********* *****. *** is ********* "******* *** * *********" just **** **** ****** *** *** wraps.  

(2)
(1)
(1)
UI
Undisclosed Integrator #3
Oct 17, 2018

** ***** ** *** ******* *** WBox ***** ***** * ***** ****** of *******. **** **** ***** ******* I ******* **** ** *** ****. items **** ** *** **** **** silly, *** ******* *** ****** ** it *** ******** **** ****. ******* it ******* ** ********* *** ***** slowly.

** *** * **** **** ** items **** ** ****** *** ************ and ******. ******* * ***** **’* safe ** *** ***** *** *** products **** ******* **** ********* **** in *** ******** ** ***** ***.

********* ** *** ****** ** ****** a ***** ****** ** ******* **** a ****** **** ***** *** ****** pricing ***** ***** ***** *** ** sell *** ******* ** * ***** cost *** ******** *** **** ****** or **** ** *** **** ***** and **** * ****** ******.

 

 

LT
Larry Tracy
Oct 22, 2018

**** *** *** **** ******* **** Wbox **** *** **** ******* ****** so ***’* ***** *** ******** **** that *****.