Vosker Aims For $1 Billion Revenue - Competitive Positioning Analyzed

**** ** ******* ** *** ***** / ******** / ***** ****************** ******. *** ** ******* ** more ******* *** *** ****** **** money (*** $*** ******* ***) ************ **** *****.

**** ****,** ******** ******'* **********. ******* *** ********, ****** *** aims *** $* ******* ** ****** revenue.

****, ** *** ********** ****, ********* ** ***** ******* ****** (********)*****/***** ******* ****** ******** - ****, Hikvision, *********, *** ******.

**** *** *********** ** ********** ** important *********. ** *** ********* ********* and ***** *** *** *******, ***** we ******* ******.

*********

**** ******* ** ********* ********* *** has ***** *** ******* ** *** over *********, ********* * ***'* *** of ******** ***** *** ********** *** are *********** ****** ****** * ******** Canadian ********.

****, **** ** * ****** ******, arguably *** ** *** **** ********** opportunities ****** ***** ************, *** ** company ** ** ******* ** ********** this **** ** ********. ***** **** manufacturers *** ******** ***** **** ** a ********** ********* ***** ***-**, ****** is ****** ** ** ****** **** category ** **********. *** ****-**-***-****** ******** surveillance ******* ****** *** ** *********, but ** ** **** **** ******** that ******** ***** *** ***** **** enabled **** ****-********* ********** ** ***** areas.

****** *** *** *****-***** ********* ** this *****.

**********

*******, ** *** * *** ** problems **** ******, *********:

• ****** ** *****, ****** ************* **** go ***** **** ****** ******* ********* and ****** ******* * **** ****** product *** ******* ********** ******** **** conventional ******* **** ****** ** *****. How **** ** ** *** ****. And, ** *** **** ****, *** longer ********** ****, *** ****** ** is *** ******.
• ****** ** ****** * *********** / consumer ***** *******, * ****** **** is ***** ********* *** *********** ************* to ******** *******, ** *** ******** to ***** *** *** ********* ***** to ****** **** ** **** ** block *** *********** (*.*., **** *** Wyze). *** ******* *** ****** ** become * ************ / ********** ********, and ** **** **, **** ***** change ******, ****** ********* ***** ***, the **** ********* ********'* ********** "*** **** **** **** *** could *** ***."
• **** ****** ****** ****:** ** ******** **** ****, ******'* ****** **** *** *********** sharply, **** ***** ****** ******* ** the ***** ** $*** ** $*** million ***. ***,****** **** ***** ******** ********* *** ******* "******* ******** ** reach *** ******* [***, ********** ** $170 ******* ***] **** *** **** 12 ******," ***** ****** ******** ****** plus **** **** **** ******* **** to ******* *** *********.
• ***** ******* *** ******* ******** (*****/***** ******* ****** ******** - ****, Hikvision, *********, *** ******). ** ****** **** ** ******* (e.g., *** ******** ***********, ***** *** **** *********** ************), but *************, *** ******** *** *** closer ** ***** ******* (*** *******'* origin) **** ****** ****, ********** ********* surveillance ****. ****** ********** ***** *** may ******* ** ****, *** ***** focus ** ************ ****** *********.

************

****** ************ ***** ******** ********* **** *** ******* ** *** complementary ************ *** **** **** **** look ** ***** **** *** ***** deals:

*** ** ****** *** *** ** the ****** ******

**** ********* ** * *** *** Vosker ** *********** *** ********* ******** to *** ********* **** **** ** acquire.

“**’** ***** ** **** ****,” ** said. ** **** ****** ** ********* fairly ******* ** ***** * **** similar ****** ** ******* *** *********** projects. »

*** *********** ******* *** ***** ** be **** ************* ** ******'* ******** and **** ********** ******.

****** ***** *************, **** ** *** provide ******* ** *** ***** ** companies.

** ******* ****** ***** ** **** better *** ********* *** **** ******** rather **** ******* ************* *********, *** we **** *** **** **** *******.

****

*** ******** ********* ******* ** **** they *** ******* **** ****** **** equity; ****, **** *** **** ** being **** ** "************ *** **** structure," **** ******* ********** *******$*** ******* ** **** ** ****. *** ******* **** *** ******** how **** *** *** **** **** have *** ******, *** ****************, ** definition, ******* ** ***** **** ** it ** ***** **** ** *** off / ****** ***** ** ******** debt.

******** **** **** *** ** ******** or ********, *** ** ** ********** risky *** ********** *********. ***** ** certainly ****** ******** *** ********, ** the ******* **** ** **** ******* (e.g., **** ********** ** *** ******** targeting *** *****), ** ***** **** to ** *********** ****** (*************'* $** ******* **** ******** * *** ****** ** *** bankruptcy). ** *** **** ****, ****** can ***** ** *** ********* ******* (which ** ******* ** *** $** million *** *****) ** ** ******* cash ****** ** ******* *** ****, but ****** ***** ****-**** *********, *** its ********* *********** ** *****-***** ********* could ****** ****** ** *** ******** emerge.

Billion ****** ****** * *****

****** **** *** ******* ** $* billion *** (** ******* $*** ******* USD) ** **** *****, ** **** its ******* ******* ** ******* $*** million ***.

**** ******* * **** ** ~**%, which ** *** ****** **** **** Vosker *** **** ******* ********.

Bull **** ******

** ******* **** *** ****** *** cellular / ***** / ***** ******** cameras **** ******* **** **** ****** in *** ***** ** *** **** that ****** ** ********** ********* **** their ******* ******. *** ****** ** quite ***** ***** ***, *** ***** that **** ******** ** ****** *** provide, ****** ********* / ******* *****, etc., ** ***** ****, *** *** technology *** ** ************* ******** **** the **** **** *****.

Questions *** ******

** ***** ********* ** **** ****** will ******** *** *****-***** ********* *** be *** *** ****** ** *** market (*** ****-**** ******** ********** ** Axis). ** ** ****, **** **** need ** ************* ******* **** *** product ****** *** *** ******* ** its ******** ** ****** * **** solutions ******** ****** **** ** ******** trail ****** (***** ** ******* ** today).

******** ****** **** ******* ** ***** elements, *** ***** ******** **** ** how **** *** *** **** **** incumbents ******* *** **** *******. **** is * ******* *********, ********** *** cloud ****** *********, **** ** *******, and *** **** ** ****** ** an ***** ***** *** ***** ******* Valley **** ********, *** ***** ** able ** *** **** ** ******* ramp ** ********.

**********, ** *** *** ******* ****** is *********** ** *** **** **** deliver ** *** ******'* ***. **** remains ** ** **** ** *** much ** **** ****** *** **** as *** ****** ******* *** *********** increases.