The Battle For The VSaaS Market Begins 2019 - Alarm.com, Arcules, Eagle Eye, OpenEye, Qumulex, Verkada, More

**** **** ** *** year **** ******************* * **** ****** for ************ ***** ************. While ***** ************ ** a ******* (*****) *** been ****** *** **** than * ******, ** has ****** **** ********* to *** ******* ** the ****** *** *** a ********** ********** ** VMS ******** *** ****.

Money ****** **

*******, *** *** ********** in **** ** *** emergence ** * ***** of ****-****** ******** ********* focused ** ******* ********** VSaaS. *** ********** ** not **** **** ********* than ** *** * few ***** *** *** the ***** ***** ******** in ******* *** ********** commercial ******* ***** ********* is *** *** ******.

**** ********** ***** ************, for *** ********** ** gain **********, ** ****** sell ******. ******, ** takes * *** ** money ** *********** ******* and ********** ***** ** switch. **** ***** ***** is * ******** **** of ***** ******* ***** so, **** * *********** number ** ****** ********* consider ******** **.

Trends *** ******* ********

***** ** ** *** too ***** ** ****** assess *** ** ***** to '***', *** ******* battlefield ** ******* ** as *******, ** ** explain ****** *** ******:

• **** ** ******** ***** spent ** ***** *** marketing
• ****** **********
• ****** *** *********
• *********** ************ ** ********* problems
• ****** - *****.***
• ****** - *******
• ****** - ***** ***
• ****** - *******
• ****** - *******
• ****** -*******
• ****** ****** ** *** most ****** ********** *******
• *** * ****** *** - ***** *** *********
• ***** *** - *********
• ******* *********
• ******* ********

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

Spend ** ***** *** *********

****** ***** ****-***** *********, tens ** ******** **** be ***** ** ***** and ********* ** ****, significantly ********** *** ********** and ********* ** ***** offerings ** *********** *** end *****. **** ****'* reviews ** ******* ********** and ************ ********** *********, significant ***** ** ***** and ********* ** ** absolute ***-********* ** ******** and *********.

Viable **********

***** ** ********** ****** and ******, ****** ****** recognition, ******* *********, **** analytics *** ***** ************ where ******** ******** *** cause ****** ** ****** products. *** '*****' **** not **** ********* (******* happen, ******* ** *********, etc.) *** ** ** typically ******** *** ****** enough **** ** **** not '*****' ** ***** buyers ** **** **** the *******. ************, ** improves ** **** ** the ******* ******* *** / *** ******, **** as ***** ********** (*.*., opening *****) *** ************ in ********** ****** ****** for *****.

Better *** *********

*** ***** **, ** least *** ***** ***, generally ******** *** ********** video *********. **** *********** the **** *** ***** of *****, ** ***** VSaaS ********* **** *** potential ** ********** **** higher ******** ***** *********. In **********, ** ********* two ******** - (*) the **** ** ********** power / '************' ****** of ******** *******/********* *** (2) *** ********* ** efficiently ***** *** ******** analytic *********** *******. ******, our ********* ******* ***** that ******** ** ******* generally **** ****** ********'* performance **** ************ **** since *** ****** *** cloud ******** ********** (******* our******** ********* ********************* ******** *******).

**** *** ****** ***** in **** *** **** as *********** ***** (*.*.,***** ******** ********* ********* **) *** more ******* **** ** regular ** ******* *** at ***** *** ***, a ********** ********* ****** for *****-***** *********.

Incremental ********* ************

******* *** ******* ******** to ***** *** **** insufficient ********* ** ****** surveillance ***** **** *** local ******** ** *** cloud. **** *** ********, year ** ****, *********:

• ******* ******** ********* ******** - * ****** ***, a *** **/* ** upstream ********* *** ***********. More ********, **** ** Mb/s ** ******** ********* is ************ ******, ** improvements ** ****-**** ********* provided (*.*., ***** ** the ****, **** ** business) *** *********.
• ***** ****** - ***** into ****,***** ***************** *** *** ***** (****** **** ********* **** launch). ***, ********* ***** IP ****** *** * smart ***** *****-** ********. These ************* ****** ********* consumption ************* *** ***** it ****** ***** ** scene **********, ********** ** 50-90% *** ******.
• *.*** - ***** *.*** has **** * **** time ******, *** *********** of ***** ****** **** the ****** ********** ******** of *.*** **** *********. However, *.*** ******** **** smart ****** ******* ********* consumption **** *******.

*** ** **** *****, almost *** ***** ********* still *** **** **** of ** **-**** ********* (often ****** * '******') or ***** ******* ****** their ***** ******* (******* that ** ******* ** recorders). **** ****** ******** allows **** ** ***** larger ****** ******.

Alarm.com ********* *** **********

*****.*** *** ***** **** a ***** ****** ** the ********** **** ** security, ************* ** *** residential **** *** ** plans ** ****** **** commercial *** (********.*** ******** ****** *****************.*** "**" ***** ********* Tested). ********, **** ** a ****** ******* **** relatively **** ******* (~$*** million ** ****) *** a ****** ***** ******** base.

*** ******* ** ******** a '*******' ******* ******** with ***** *** *********, automation, ****** *******, *****, etc. ** **** ****** business *********, **** *** leverage ***** ******** ***** residential ****** **** ** well ** ********* **** commercially ******* *******.

Arcules ******** *** **********

***** ** ********* **** of ******** ** ******* with *********'* **** **** in **** **** *** calling * '****' *** company. ******* **** ******* shipping ******* ** **** 2018 ******** **** ******* ******* it *** ************ *****, ****** ******* ** Milestone *************.

** ****** ******* ** spend ************* ** ***** and ********* ** **** that **** **** ***** awareness ** *****

****** *** ****: ******* struggled **** *********** ******** at *** *** ** 2018 **** ********* ** headcount ****** ** *** in ****:

** *** *** ***** whether ******* *** ** will **** **** ****** around, ****** **** ********* continue ** ******* **** their ********* ******* / relationship.

Eagle *** ******** *** **********

***** ***, *** *** founder **** *****, *** spent *** **** ****** of ***** ** *** physical ******** ** * service ******. ********** *** many ********* ***** ** willing ** ***** ******* $** ******* ********* cloud ****** ******* ******** ** *********** ****** to*** * ***** ******** from *********** ******** ** *** tens ** ******** **** Eagle *** ****** *** likely ****** ** ***.

******** ** *** ***** 5 ********* ******** ****, Eagle *** *** **** at ** *** ******* and *** ** ********* in ****. *******, ***** Eye's ******** ****** ** rather ************* *** ***** competitive ********** ** ****** (see***** *** ******** ***** VMS ******).

OpenEye ******** *** **********

******* *** ******* ***** a ************ ************ ******** and *** ***** ******** over *** ***** (********** **** *** ******) *** *** *** name *********** *** ********** low *** ********.

******** **** ****, *************** ***** **** *********, the ****** **** ** Milestone, ** ** ***** Executive ********, ****** **** a ****-********* *** ******* to **** **** ******* expansion. *******, *** *** never ******** ******** *********** ** *** ******** Capital ******** ************* ** *********** ***********. These ***** *** ******* OpenEye *** *** ** needed ** ******* **** competitors **** *** ****** substantial *********** ** ***** own.

Qumulex ******** *** **********

*******'* ******* ********** *** that ** *** ** product *** ** **** months *** (******** **-******** ******, ***** Qumulex).

*** ******* ********* *** that ** *** ********* video ********** *********** ********** and * ***** ****** of ********** *** ***** integrator ******** **** ******* Exacq.

******* **** ****** ***** the ***** ****** ** dollars ** *** * companies **** (********* ** their ******* ********, ********* because **** ** *** need **) *** ** believe **** ** *********** will **** ** *** chance ** **-******* **** the ****** ***** **** (recall ***** *************'* ******** *** ** 2014**** ***** ***** **** to ****, ******** *** slow ******* *** *****). Since ******* ** **** planning ** ******* *** first ******* ** *** second **** ** ****, we ****** **** ** have *** ********** ***** impact ** **** *** a ****** ********* *** 2020.

Verkada ******** *** **********

***** **** ****, ******* has *** ******* ***** team ********* ** ******* commercial *****. **** *** sound ********** ***** *** company ** **** ********** new *** ******* *** the ******* *** ***** 40+ *********** ** *** past ****, ****** ** inside ***** ***** ** their ***-**-*** ***** ******** and$** ******* ** ** funding. **** **** **** salespeople ************ ******* *****, it **** *** **** more *** ***** *** integrators *********** *****.

*** ******** ** **** it ** * ****** system, **** ** *** party ****** *******, *** no ***** *********** *********** to *** ******* ******* already ** *** ******. The **** ********* ********* is *** ****** *** recorder ********* **-**** ** storage ** ******** **-***** their *********** *******. ******* of **** *** ******* almost *** ***** **** extensive ******** ****** ************** that ***** **** ** be ****** ****, *** company **** ** ********** to **** ** ********** users *** ** ******* can *** ***** ***** machine ****** **, **** may ** **** ** pick *** ********* ** selling ****** ** ********** pricing.

****** *** ****: ******* has ********* ***** *** most ** *** ***** company ** *** **** year,******* $** ******* ** a **** ******* ****** valuation, ******* ******* ******* ***** surveillance ***** ************ ****, *********** ** ******.

Poll / ****

Dahua *** ********* *** **** ******* (***)

** *** ******** ****, Dahua *** ********* *** clearly ***** ******* ** cloud-enabled ****** ******, ********** their ***** *** / DVR ***** *** ***** cloud ********** ********* (*.*., Hikvision ***-*******).

*******, ** ** *** believe **** *** ********* will ** ***** ******* in ***** (** ***** in *** **** **** for * *** *******):

• ***** *** ************ **** never **** **** ******, as *** ********* **** tended ** ***** ** camera *********** *** ********.
• ***** ****** *** ************ have ******* ** ****** CMS / *** (*.*., HikCentral) ****** **** *****.
• ******* ***'* ***** **** a ******* ********** ** the ******* ********** ***** raise ************* ******** **** many.
• *** ********* ********* *** in ** **** ********** (from ********* ** ***** vehicle *********** ** *********** to ************* *****), ** would ** **** *** them ** ***** ** the ********** *******, **** difficult ***** *****.

** *** ***** ****, while ***** *** ******* indications **** ***** *** Hikvision **** ***** ** this ****** ** *** near ****, ***** ***** relatively ********** ****, ** they ******* ** ********** this, ***** *** ******* and ***** ***** ***** potentially ******* *** ***** players.

Milestone ** *** ** ******* ** **

*** ** *** ******* VMS ******* ** *********** out ** *** ***** market, *** ** ******.********* *** **** *** Arcules ***** *********** ******** with ************ ***** ********** *****, in *** ** *** 'boldest' ***** ** **** seen ** ******** ****** make. ** **** ** interesting ** *** *** Milestone's *** ***** ***** team **** ******* **** rivals ********* ***** *** spin.

Genetec ** ** *** *********

***** ** **** ******* Genetec, *** ** *** largest *** *******, ** this ******, ******* ** certainly *** ** *** most ****** ***** *********, though ***** ********** ******** and *** ********** **** Genetec's ********* ********, ******** Center. **** *******, ******* has ***** * '***** first' ******** ** *** past *** ***** ************ development ** *****-***** *** features **** **-**** ****.

*******, * ***** ********** of ******* ****** ***** other ********* ** *******'* very ***** ***** ***-**** focus, ***** ***** ***** more ******** *** **********, where ******** ***** ******** to **** ************* (***** the ******* *** ******** functionality, *******, *** ***** record).

** ** *** *** Genetec ************ ***** / VSaaS ** *** ********** commercial ****** ** **** is ****** *** ***** focus, ****** ***** ******* mentioned ** **** ******.

Outlook ********

***** ********* *** **** attention ** **** *** may ** ** ***** in ****, ** *** quite ********* **** ***** attention **** ****, ****** by * ***** ** entrants **** **** *** money *** ***** ** push ***** ** *** broader ********** ****** **** year *** ** *** near ******.

VSaaS *********

****'********** ** ***** / Cloud ***** ************ *********** * **** ******** list ** ************* **** analyzed ** **** ******, with ********* ***** *** updated ************.