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 ************.
Comments (42)
Michael Miller
Shouldn't Avigilon BLUE be on this list?
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Undisclosed #1
Exacq looked like it would be one of the first (Exacq Cloud Is Coming / Now Here), now it looks like they never got off the ground.
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Undisclosed Manufacturer #2
I voted for OpenEye because I believe they have the best product, leveraging the most valuable management capabilities of “cloud” systems. However, they are not a SaaS provider. Neither is the most popular application of Eagle Eye. VSaaS sounds cool, but perhaps a more appropriate generalization for this product category would be ‘cloud managed VMS’.
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Steve Lewis
Is Axis no longer a VSaaS player?
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John Honovich
Good comments about Avigilon, Axis, and Exacq, who all clearly offer VSaaS / cloud video and are major players generally in video surveillance.
My thesis is that the companies that are going to drive this market segment in 2019 are the ones that are focused on it. For the incumbents mentioned, VSaaS is more of an add on or one option of many, which reduces the drive to sell / push VSaaS over their conventional options.
No doubt, if those companies strongly focused on VSaaS, they could beat many, if not arguably all of the companies profiled here. However, if or when they will do that remains to be seen. Some incumbent will be to VSaaS what Pelco was to IP cameras, etc...
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John Honovich
Interesting related comment from the Verkada Salesperson Sends Unsolicited Bottle Of Champagne To IPVM discussion about Verkada's aggressive sales team:
No doubt that particular incident is a negative but, from a pure sales perspective, having a team that will 'move fast and break things' is a value in Silicon Valley where the goal is to drive sales numbers as fast as possible. While these tactics may hurt Verkada's long term reputation, it will help them drive sales in the short term.
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John Honovich
An interesting counterpoint from a small VSaaS developer who criticized this post on LinkedIn saying:
That company only has 1 employee listed on LinkedIn and a remarkably bad website:
Point is: There are lots of small VSaaS players but size and money matters. These small companies (regardless of their individual strengths or intelligence) simply won't be able to compete unless they secure more resources. The advantage of money and marketing is too great.
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Undisclosed #6
the major caveat i see in cloud services is that they basically "lock you" forever. i believe the costs (time and money) if you want to switch vendors will be prohibitive for many.
i also predict resistance from the traditional channel players, most of the work (and money) will go to the cloud vendor and there is a bigger risk for the channel players to be left outside of the deals.
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John Honovich
Some data on the improvement of Internet speeds and the average now, from Ookla a company that does ongoing speed test reports for various countries.
In the US, 32 Mb/s upload speed average:
They say the US is ranked 27th in upload speed, up 22% from the previous year.
While it depends on many factors (resolution, codecs, scene, other applications on the network, etc.), with 32Mb/s, you are in a range where a 16 camera (or possibly higher) system might be able to send to the cloud.
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Ryan Anderson
We setup some Verkada demo cameras and these have been the easiest cameras to setup and deploy in the cloud world. They are offering "unlimited" archiving and their sales team is very aggressive. My concern is how much they include the integrator. They claim to give points off MSRP and also points off when clients renew their annual subscriptions. It feels like they are selling direct to end users and bypassing integrators, which naturally startups in this market do to gain marketshare, but this scares me.
With the aggressive sales team and simplicity, I feel Verkada will make some waves this year :)
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Undisclosed Manufacturer #10
John, I think Ookla's report falls short on several fronts.
1: They aren't accounting for residential versus business.
2: They aren't accounting for metro versus rural.
Outside of major metro, getting above 5Mbps upload still appears to be a hurdle; and for smaller rural towns, 1Mbps upload is still common. Inside major metro areas, if no new infrastructure has gone in there are still locations limited to 5Mbps upload; and some ISPs that do offer more will charge a commercial business a significant monthly fee for anything faster.
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Oktay Yildiz
I’m the product manager for Genetec Stratocast our cloud-based video monitoring product. I want to address a misconception about the user base of Stratocast. On average, our customers have a small number of cameras, between 3 and 4. It is true we have some larger deployments as well, typically from cloud-first companies, but the core of our customers remain in the small to medium-sized businesses.
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Undisclosed End User #12
I'm actively in the buying mode for VSaaS. I'm getting the feeling that 2020 might be a better time to shop, everything is so infantile and expensive right now. I still have 18+ months on my existing VMS license anyway. What say the experts?
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Chris Peterson
07/02/19 01:04pm
Good piece, John. This list will likely double or triple for your 2020 assessment - especially since many of the technology providers that haven’t returned IPVM’s calls will as they get more mature and they realize the impact this report will have on their penetration.
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