The Battle For the VSaaS Market 2020 - Avigilon, Arcules, Eagle Eye, OpenEye, Qumulex, Tyco, Verkada

***** ***** ******** **** inflated ************ ** *** 2010s, **** ***** * new ****** *** * much ******** *********** ******** for ***** ** ***.

** *********** ****** *** *** VMS ****** ****** ** 2019. ***, * **** later, *** **** *********** progress, ** ******* *** major ******* *** ***** within *** ***** ******.

** ***** *** ********* trends *** *********:

• ********** ********** ********
• ******* *****: *******
• ******* *******: ******* / Milestone
• *** *****.*** / ******* Combo
• ***** *** ********
• ******* **** **
• ******** ****
• ******* ****
• **** / ***** *****
• ****** ****** **** ** 2020
• ***** *** ******* ******* - ****, *****, *** Hikvision

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

Competitor ********** ********

*** **** ******* **** of ********** ***** ** a ***** *** ******** that ******** ** ********* on-site. **** ******** *** advantages ** ********** *** recording ** ******* ******** 3rd ***** *******.

*** **** ******** **** is *** ****** ***** VSaaS ******** **** ******** only ***** ***** *** cameras.

** *** ***** *****, we ******** ***** *********** on ***** **********:

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

• ***** ******* - **** the ******* ***** *** own ******* **** ******* directly ** *** *****?
• ******** ****** - **** the ******* ******* *** own ********* **-**** ** store ** ******?
• **** - **** *** company's ***** **** **** 3rd ***** *******?
• ********* - ** **** currently ***** **-**** *** software / *** ** competition **** ***** *****?

*********

*** ***** **************, ** did *** ***** ***** VSaaS *******. *** *******, on *** ***** ****** space, ***** *** ********** (******)********** (******). *** ****** ** more ** ** **-******* niche ****** *** *** later ** *** ***** to ** * ******.

** **** ** *** and ****** *********** **** our ******* ******** ** progress ******.

*******, ** *** ******** ***** ********** ** 2010*** **** ** ***** 20+ ********* *** ******* today.

Biggest ***** - *******

*******, ** ** ***, the ******* ***** ** VSaaS **** *** **** year. *****$** ******* ************** ********+ ****** ***** ************* *** ***** ******* in ***** **** *** there *** * ***** structural ******** **** *** worth ******* ***:

• ** *** / ** NVR ******** - ******* has ** **** ** the ****, ** ********* or ******** ***** ******* up ***** ** ****** existing ********* *** ********* feel ********** ** ********** VSaaS **** *** / NVRs. ** ***** **** is ** ********* *******, especially **** ******* ** some ** *** ******** with ********* *********.
• ****** - ** **** to **** **** *** parties ** ******* **** wants *** **** ***** their *** ******* **** their *** *****.

***** ****** **** ******* sell ** * *** that *******, *******, *******, OpenEye, ***., *** ***. There ** * ***** downside - ** ******* wants ** **** ***** camera, ******* ** ***. But ***** ** * major ******. ** ******* is **** ** *** new *******, ******* **** the ***** ****. ** need ** ********** ** worry ***** ********* ************ partners. ** **** ** beg *********** ** *** for ** ******* *******.

*******'* ***** **** *** go ** *** **** the ****** **** ** the ***-****, **** *********** through *** *******,******* ***** ********.

Evangelizing ******* **** *** *****

** ****, ** ******** that ******* *** ******** with **** ***-***** **** any ***** ************ ************. Indeed, **** * ******* of ********* **** ** Axis, ********, *** ******* have **** *********** **** Verkada (***+ *** *******) has. ********, ***** ********** are **** ******* **** primarily ******** ******** ***** Verkada's ***** **** ** cold ******* *** ****** away ****** ** **** tumblers, ***. ** ***-***** across ***** ******* *** now ******** ** ******.

**** ** **** *** VSaaS ** **** ******* is ******* ********* *** benefits ** ***** - install **********, ******* **********, cybersecurity ************, ***. **** are ***** ** ** such ** ********** *** that **** ***-***** *** rival ************* *** ************ taking ****.

*** ***** ***** *********, this ** ********, ** we **** **** ***** the ***** **** ********** tend ** ** ******** and ************, ******* *** threats ** ***** ****** from ********* ****** ******* new *********.

******* ******* ****** *** or *********, **** *** helping ** ***** ********** and ****** *** *****.

Biggest *******: ******* / *********

**** ** *******'* ******** entrance ** *****, ** are ******* *** *********'* problems. ** ******* **** over *** **** ****, e.g.,********* *** ********,********** ******* ******* ***** Revenue *******, ********** *** ********* **** "Security ******".

**** *** * **** year *** ******* ** the *******'* ********* *** flat ** ****, ********** for * '*******' **** was ******** '***********':

** ** *** ***** this ** *** *** for ******* *** ***** still ** * **** probability **** ******* ******* into * ****** ******. This ** *** ********* equivalent ** ***** * 7 **** **** **-**** whose ******* **** *** athletes (** ***** *** Milestone, ** *** **** may **). ******* *** not ****** "#*" *** they **** * *** of ****** ***** *** them ** ** * serious **********.

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

**** ****, ** ******* the * ********* ********** as *****.*** **** *** entrance **** *** *********** side *** ******* **** being * ****** ******** / *** ********.

** ******* ****, *****.*** acquired *******. ** ***** this ** * ******** deal *** *** ********* as **** ********** **** other. *****.*** *** ***** (profitable, ********-****** *******) **** experience ******* * **** business ** ** ***** scale ***** ******* *** the ********** ***** ******** that *****.*** ***** (********** ***** ****).

***** ** ** *** expect *** **** ** blitzing ***** ********* **** Verkada, *****.*** ***** **** provide *** ********* *** structure ** **** ******* a ****** ****** ** VSaaS.

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

***** *** ********* ** make ******** ****** ** has **** ********** ******* than *** **** *******, Arcules, *******, *** ******* have **** **** *** past ****.

** *** ********* *******, Eagle *** ** *** oldest *** ******* ** the ***** *** ** getting ****** *****, *.*., according ** ********, **** have ***** ********* ****** 40% ** *** **** 2 ***** ** **** 150 ******:

******* **** *** ******** Fast ******* * ******** ***% growth **** **** **** to ****:

*******, ** ** *** clear *** *** ***** Eye ** ***** ** actual ******* ***** *** company **** *** ******** that *** ********'* ***** allow *** ********* ******** as ***** ** **** $500,000 ** ***** ***** program.

***** *** **** **** some ******* ********* ********, including:

• ********* **** ***** *******, ****** ******'* ****** regional **
• ******* * ******** ******
• *****-*** ** ** **** centers ****** *** *****

******** ************* ** ** sales **** ***** *** last **** ** ** work *** **********.

***** ***** *** *** been ****** ************* *** in ******** *******, ***** overall *********** ***** *** product ************ **** ** *** not ****** (*** **** results).

*** ****** *** ***** Eye ** **** **** a **** ***** ** most ********. *** ********* will ** **** *** the *********** ** ******** to ************* ******.

Qumulex ********

***** **** ****, *****-***** ******* ********** **** * ****** of ****** ***. ***, entering ****, ******* **** start ******** *** ***** version ** *** ********.

******* ******** ******* **** help *** ***** ****** as **** **** * long **** ** ****** employees, *** ***** *** integrators **** **** *********** market *******, ***** ** previous ********* **** *****.

**** **** ** **** seen ** *****, **** Exacq, ******* **** ***** on ******** ************, **** the ***** ********,**** ****, ** ********** video *** ****** *******. *** **** ** bad *** ******* **, we ****** ***** ***** we **** ** (******** in *** **** *** months).

**** *******, ******* ******** from *** ******** ** its ******* ****** *** two *** ********* ** some ********. *** ***** founders ****** ** ******* but **** (** ******* from **) ********* ******* while ******* ***** *********'* founders *** *** *** money *** ********* ** Canon / *********.

Avigilon *** ******* ****

***** ******** *** ******* have ***** ********* ***** to ***** *****, ** see **** ** ****** similar ****-***** ***********. ******* company ** ****** ** discontinue ** ******* ***** major *** ********. **** are ******* ** *** their ***** ******** ** explore ****** ******** **** are *** **** ****** by ***** *****. ****, both *** ********** ***** VSaaS ** ***** *** offering *** ******** ********* that **** **** ***** elements ** *****.

Tyco / ***** *****

**** / ***** *** been ********** ********** ** expanding *** ***** ******** in *** **** ****, compared ** **********. *** example, ***** ***** ********* ***** ******* (******)******** ****** ****** (******)** ****. *** ****** was ********** ******* ***** Exacq ** *** ** the ***** ****** ********** to *** ** ***** access ** ******** *** software ******** *** ****, a ******* **** ** more ****** ** ******* NVRs, ***/********-******* ******* *** mid-sized *** (*.*.******* ***** ***** ****** Test). ********* ***** '*** free' ** * ***** means ** ****** ***** more ******** ****.

************, **** **** ******** small*-****** ****** ******* ******* *** VSaaS, ***** **** ********** offered ****-****** ** * ******* all-in-one *********/***** **********.

Poll / ****

Voting **** ** ****

** ****, **** ******* ***** that ******* *** ****** to ** *** **** successful *** ******* *** the *****:

** ** **** ** say, ** ***** *** year **, *** ******** has ********. ****** *** certainly ****** **** *** next * ***** *** this ** * **** reminder **** ********** *** have ***** *********** *** their ******** *** ********* can **** ***** *** competitive **********.

Axis *****

**** *** **** ******** VSaaS *** ** **** that **** **** ******* most ** *** ******* sales **** **** ** elementary ******. ******* ****, Axis *** ***** ****** through ** *****. *** could ***** *** ******** history **********,****,********, ***. *** *** important ***** ** **** Axis ** ****** ** offending *** *** ********.

******* ******* ********* ***** up ***** *** ******** about *** **** *** disparage ********* *********, **** sits ** **** ** undermining ***** ********** ************ with *** *********.

*** ***** **** ** Axis ********* *** *** Axis *** *** *** Axis ***** ********* *** conclude **** **** **** not **** *** ** develop *** ********. ** disagree. **** ******* ***** products *** *********** **** various ****** ***** ** the *******, ** ** clearly * ******** ****** because ******* *** *** foundation ** ***** ********.

** **** ***, ** do *** *** **** ever ***** * ***** player ****** **** ************* changed ***** ******** *** mindset ** *** **** go ** ******.

Dahua *** ********* *****

** *** ****, ***** Dahua *** ********* **** offer ******** **** ***** remote ******, ** ** not * ***** *** either ******* ** ***** of ******* ** *********.

**** ** ** ** somewhat ******* ** ****, in **** ***** *** Hikvision ***** **** ** camera **** ******** *****. However, ***** *** ********* are **** ********* ***** conflict **** *** ********* as **** **** **** had * **** **** sizeable '********' ******** **** Axis.

******* **** ** ****** the *** *******'* ***** on **, ***** ** largely *** ************** ****** by ***** **** ******** market ***** ** *****, driven ** ********** *******, have ********. ********, ** the ****, ***** *** Hikvision **** **** ********** their ** ************ ******** in ******* **** **** so **** *****.

******, *** *** *****, increased ************* ********, *** US ****, *** ** sanctions, ***. **** ********* challenges *** ***** *** Hikvision ** **** *** management ******** *** ***** be ********** *********** ** Dahua *** ********* *** full ****** *** ********** to ****** ******* ************'* surveillance ******.

***** ***** *** ********* may ******** ** ** major ******* ** *** camera ****, ******* ******, unless **** ******, ******* Dahua *** ********* ** be ******* ** *** VSaaS ****.

Outlook ******** *** ***** *** ***** ** ******* ***** ***

**** **** ********* **** significantly ********* ****** *** acceptance ** ***** ** commercial ***** ************.

*******, ***** *** ***** too **** *********** ** see * '******* *****' between **-**** *** / NVRs *** *****. ** the ****** ** ** face-off ** *** **** - **** ***, *** debate ***** ******* ** when *** ****** ******** ** ***** ** ********* ********** and ******.

** ***, ***** *** been ** **** ****** about ******* ******* **** VMS/NVR ** *****, **** likely ******* ** *** clearly *** ******** *****. And, ** ****, ** will ***** *** ** close.

** *** ***** ****, depending ** *** ******* developments *** ********** *********** goes ** ****, ** could ** ****** ******* in *** **** *** years, ***** **** **** competitors **** **** *****, the ****** ******** ** likely ** *****.