IP Video Market poll respondents are divided among 3 conflicting interpretations about Pelco's 4% layoff.
- 45% - the entire industry faces economic challenges
- 32% - the analog incumbents face economic challenges
- 22% - this is primarily a Pelco problem
Of these, we believe that the least likely interpretation is that this is primarily a Pelco problem. 4% layoffs have been fairly common over the last year, especially for incumbents. Only March Networks layoffs have been publicly announced early in 2009. The dozens of others have been done privately. Secondly, as we examine in our public traded financial results, many, if not most of the incumbents have been suffering from revenue declines.
We also think it's clear that layoffs are more of a problem for analog incumbents than IP providers - simply because while both sectors have been hit, most IP providers are still growing (though many at a slow pace).
We do think the Pelco layoffs are a sign that 2010 will not be robust overall for the industry. We continue to hear many private companies 'restructuring'. The Pelco announcement is a visible confirmation of a general trend we see in private smaller companies.
Most Recent Industry Reports
Video Quality / Compression Tutorial
on Oct 17, 2018
While CODECs, like H.264, H.265, and MJPEG, get a lot of attention, a camera's 'quality' or compression setting has a big impact on overall...
Integrator Laptop Guide
on Oct 16, 2018
This 18-page guide provides guidance and statistics about integrator laptop use. 150 integrators explained to IPVM in detail about their laptops,...
Huawei Admits AI "Bubble"
on Oct 16, 2018
A fascinating article from the Chinese government's Global Times: Huawei’s AI ambition to reshape industries.
While the Global Times talks about...
Dahua Face Recognition Camera Tested
on Oct 15, 2018
Dahua has been one of the industry's most vocal proponents of the value that AI creates:
As part of this, Dahua has released a facial...