Winners and Losers Spring 2011

Author: John Honovich, Published on Apr 12, 2011

Now that the dust has settled from the numerous new announcements of the last month, we can better understand the impact on the overall video surveillance market.

This Spring has been highly active. While overall new product announcements were relatively modest, the rise in acquisitions and lawsuits helped trigger significant shifts.

This review provides our recommendations on what companies and segments achieved the greatest positive and negative shifts in the market. It is based on the in-depth research presented in our Spring 2011 New Products Directory.

For comparison to last year, review our Fall 2010 Manufacturer Trends report.

The Big Three

Overall, the top three shifts we saw were:

  • Winner - Axis's Aggressive Expansion
  • Loser - The Analytics Market
  • Loser - The Death of the Independent PSIM

Let's review each of the three.

Winner - Axis

Axis is the clear winner. The tear that they are on right now should frighten their competitors. When video surveillance companies get big, product development generally starts falling behind and mediocrity sets in (see Honeywell). When Axis struggled in 2009, we expected the rest of the market to start catching up. Instead, since then, Axis has released far more products than anyone in the industry, including a broad megapixel portfolio and now, an aggressive expansion into the low end of the market. Just in the last month, Axis has released 5 low cost new products, an innovative low cost PTZ series (the Axis M50s), a panoramic camera and Hosted Integration for Iomega NAS appliances

Loser - The Analytics Market

This is a shame. The analytics market was really starting to turn the corner. Unrealistic expectations were reset. Dangeorous manufacturer marketing disappeared. The spread of IP cameras were helping the adoption of edge based analytics.

And then OV launched its new business strategy of patent enforcement / industry wide lawsuits. OV clearly has a sizable warchest and a mission to execute. Until resolved, this is a black cloud over the industry that makes video analytic decisions across the board significantly riskier.

Loser - Independent PSIM

PSIM proponents will say that ADT's acquisition of Proximex and Verint's acquisition of Rontal shows the industry validating PSIM. We disagree and, more importantly, we believe this signals an end to the PSIM 'dream'. 

Command and control systems have been an important part of large security systems for years. Big companies like Boeing, Northrop, Siemens, Raytheon, even GE (Facility Commander), etc. have had such systems for a long time. ADT and Verint's move follow the historical norm (as did the 2009 NICE / Orsus PSIM deal).

A key aspect of the 'new' PSIM companies (Proximex, Orsus, etc.) was that they were independent startups that could freely partner and integrate with myriad systems common in the security industry - a crucial advantage over traditional command and control systems. Now, these PSIMs are just like the old systems - a component of large proprietary organizations. 

More Winners and Losers

Inside the Pro section, we will examine more winners and losers taking a look at the following companies and segments:

  • ACTi
  • ADT
  • Axis
  • BRS Labs
  • Entry Level VMS Providers
  • Genetec
  • Milestone
  • Mobotix
  • DVTel
  • Exacq
  • ObjectVideo
  • OV Partners
  • PSIM End Users
  • VSaaS Market

*** **** *** **** *** ******* **** *** ******** *** announcements ** *** **** *****, ** *** ****** ********** *** impact ** *** ******* ***** ************ ******.

**** ****** *** **** ****** ******. ***** ******* *** ******* announcements **** ********** ******, *** **** ** ************ *** ******** helped ******* *********** ******.

**** ****** ******** *** *************** ** **** ********* *** ******** achieved *** ******** ******** *** ******** ****** ** *** ******. It ** ***** ** *** **-***** ******** ********* ** ********* **** *** ******** *********.

*** ********** ** **** ****, ****** ******* **** ************ ****** ******.

*** *** *****

*******, *** *** ***** ****** ** *** ****:

  • ****** - ****'* ********** *********
  • ***** - *** ********* ******
  • ***** - *** ***** ** *** *********** ****

***'* ****** **** ** *** *****.

****** - ****

****** *** ***** ******. *** **** **** **** *** ** right *** ****** ******** ***** ***********. **** ***** ************ ********* get ***, ******* *********** ********* ****** ******* ****** *** ********** sets ** (************). **** **** ********* ** ****, ** ******** *** **** of *** ****** ** ***** ******** **. *******, ***** ****, Axis *** ******** *** **** ******** **** ****** ** *** industry, ********* * ***** ********* ********* *** ***, ** ********** expansion **** *** *** *** ** *** ******. **** ** *** last *****, **** *** ********* *** **** *** ********, ** ********** *** **** *** ****** (*** **** ****), * ********* ****** ********* *********** *** ****** *** **********

***** - *** ********* ******

**** ** * *****. *** ********* ****** *** ****** ******** to **** *** ******. *********** ************ **** *****. ********** ************ marketing ***********. *** ****** ** ** ******* **** ******* *** adoption ** **** ***** *********.

*** **** ** ******** ****** ******** ******** ** ****** *********** / ******** **** ********. ** ******* *** * ******* ******** *** * ******* to *******. ***** ********, **** ** * ***** ***** **** the ******** **** ***** ***** ******** ********* ****** *** ***** significantly *******.

***** - *********** ****

**** ********** **** *** *******'* *********** ** *****************'* *********** ** *********** *** ******** ********** ****. ** ******** ***, **** ***********, we ******* **** ******* ** *** ** *** **** '*****'. 

******* *** ******* ******* **** **** ** ********* **** ** large ******** ******* *** *****. *** ********* **** ******, ********, Siemens, ********, **** ** (******** *********), ***. **** *** **** ******* *** * **** ****. ADT *** ******'* **** ****** *** ********** **** (** *** the ******** / ***** **** ****).

* *** ****** ** *** '***' **** ********* (********, *****, etc.) *** **** **** **** *********** ******** **** ***** ****** partner *** ********* **** ****** ******* ****** ** *** ******** industry - * ******* ********* **** *********** ******* *** ******* systems. ***, ***** ***** *** **** **** *** *** ******* - * ********* ** ***** *********** *************. 

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

****** *** *** *******, ** **** ******* **** ******* *** losers ****** * **** ** *** ********* ********* *** ********:

  • ****
  • ***
  • ****
  • *** ****
  • ***** ***** *** *********
  • *******
  • *********
  • *******
  • *****
  • *****
  • ***********
  • ** ********
  • **** *** *****
  • ***** ******

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

********

*** ********** *** ***** ** ******** **** ******** ** *** *******'* past *** *** ******'* ******. * ******* ** ****** ** a '******' *** ** * '***' ******* *** *** **** has ************ ****** ******. ********** * ******* **** ** * 'loser' *** ** * **** ****** ******* *** ************ **** behind ***** ********** **** ** *** **** *** ******.

*******

*****, ** ******** ** ****, **** *** *** * '*******':

  • ***********
  • ***
  • *** ****
  • *******
  • *****

***** ********* (*** ****** *******) *** ****** **** *** ***** have ******** **** *** **** *** ******. ****'* ***:

****: ** ** ***** *****, ****'* *** ******* *********** *** **** very ******. ** ***** **, **** *** ******** ****** *********** ******* Asian ************* *** *** **** * ****** ********** *** ****** on *** *** *** ** *** *** ******** ******, ** addition ** ***** ******** **** ******** ** ******* *******.  ***** their ***** ** ****, ****'* ********* ******* **** **** ***********. It ** *** ***** *** * ***** ******* ** **** revenue **-**% *** ****. ** ** ******* ***** *** * large ******* **** **** (*** ******* * **** ******* ** ****** *******) ** **** ** **** ****. **** ** ** *** and ******* ** ****, ***** ****** ******* ********* ** *** equivalent ** **** ********* ******'* ****** ************ ********. ***** ********** ***********, Axis ****** ** ****** ****** ***** ** ** **** **********. Instead, **** ***** ********** ******* ***********, ** ****** **** ** gain ***** **** **** *** **** **** ******** **** ***** smaller ***********.

***********: ** *** *** ** ****, **** **** * ******* with * ******* ********* ********** *** * ******* *** ******** model. ***, **** **** * ***** *** ********, ****** ***********, and * *** ***** ** **** **. ** ** *** know ** **** **** ** ********** **** ****. *******, ***** their ***** ********* ** ***** ** ********, *********** *** ****** it ** ****** ** *** **** *****. ****, ** * bonus, *** ** *** *********** *** ******** **** ***** *** business ***** ** *** ***** ** *********** ******** ***** ************ Property ****** **** ***** *** ********* ********.

***: ******* ********, ****** ** * ********** *****, ** * strong **** *** ***. ******* *** ******* ******* *** ***** tools *** ******* ** ***** ******* ****. *** *** **** gets *** ***** *** ******** ******** *** **** **** ******** the *********** ** ***** *** ****** ******* ***** *** ************.

*** ****: **** *** **** *** *****, *** **** ***** * lot ** **** ****** ********* ****** (*** ************* ******* ****** ************ ********* *******). *** ****** * **** ***, ***** ** *** ********* organizations **** **** ***** ***** **** **** ***** * ****** large ********** ***** ****. ****, *****, ***** ***** **** **** mature *** **** ********** ** ***** ******* ******* *******. ************, we ******* *** **** ** *** ** *** *** ***** analytics ********* **** ** ****** ** *** ** ******* ********. First, *** **** ********** ******** **** ****** **** ********* **** OV's. ********, *** **** *** ************ *** *** ********* *** aggressiveness ** ** ***** *** *****. ** ***** *** **** will ******** ********** ** * **** *********** ** *** ******** lawsuit ****. **** **** *** **** ** ***** **** **** be * ***** ******* ** **** **** ** ***** *** technology '*****'. ** ****** ***** ***** *********** ******** ** **** improved.

*******: ** *** ******** ****, ****** *** *** ************ ***** competitive *********** ******* ******* ** *** **** ***, **** **** NICE ***. ** ********, *** ******* ******* *********, ****** **** buy * ******* *** ******* ******, ******* *** **** ******** their *** (*.*.,**************). ** ******* *******'* ******** **** ** **** **** *********, much **** ******* *** **** ****** *** **** ** ******. All ** ***** **** ** ****** *********** ********** ** ******* competes ******* *** ***** **** ********. ****, ** *** ******** side, ******* ********* ** ******* ***** ****** *** *********** (**** Milestone, ***** *** *****) ** *** *********** ** **** *** features (**** ****** *********).

*****:*** *** ** ****** ***** ** ****. *************, ***** *** **** ********* **** ****** ***** (********* and ******* ***** ** *** *****) ******* **** ***** ********* were ****** ****. ****'* *********** **** ****** ************ *** ********* points: (*) ** ***** **** * **** ******* ******* ***** provider (** **********, **** * ***** ****** ** * ******** site **'* ** ****** ******) *** (*) ** ********* *** other ****** ******* *** ********** ** ******* *****. ****'* **** will **** ********** *** ********** ** ******* ***** *** ******* the ***** ******** **** ** ******** ******* ********* *****.

******

*** ********* ********* **** **** ****** ******** ** ***** ********** position:

  • ***** ***** *** *********
  • **** *** *****
  • ** ********
  • ****
  • *****
  • *******
  • *****

***** ***** *** *********: ******** ****************, ****** ** ********* ** ****** *** ********* (**** *********, Axxon, *****, ***.) *** *** **** ***** **** ***** ****** end ********/********. *****, ****'* ****** *** ******* *** ********** ******* class/category ** **********. ****** **** ****** * **, $*** *** channel *** ******** *** ******* ** **, *** *** *** get * ***** *** *** **** ****** ** ********** ***** get * ****** **-**** *** ******** **********.

**** *** *****: *** *** **** ** *** ******* *** ******* ****** historically ** ******* ****** **** **** ******. *** **** ******** issue *** *********** ** *** ***** ****** *******. ** *** user ***** * ******* *** *** ******** ****** *** **** 'sure ** *** ** **** ****** *** *** ********* **** anything' *** ***** ******** ** ***** ** *******, ** ********. The **** ***** **** *****, *********** **** ********* *** **** larger *** ***** *** **** ******** *** ***** ********* ********* had ****** **-***** *********** ****** ******* ** ******* *** ** new *******. ** ********, ** *** ********* **** *** *** Verint, ***** ****** *** ***** ** ** **** ******. ******** is ****** ***-********* *** *** ******* ** *** ** *** features *** ******* ** **** **** ******* *** **** *********.

** ********: *** **** **** *** ** ******** ** **** ** you **** **** **, *** **** *** ** ****. *** bad **** ** **** **** ** *** **** ***** ****** the ***** '**********' ***** ******** ****** ** *** **** ********** money. *** ***** **** ** ** **** *** ****** **** customer *****. **** **** ***** **** ******** ********* **** **** robustly ** *** ***** ******* *********** *********** *********. *************, ** appears **** ** *** *** **** **** ** ******* **** consistently **** *** *****. *** ********, ****, *******: **** ** significantly ******* ***** **********? **** *** **** **** ****** ********* but ** *** *********. ** ***** ** ** **** ********** that ** **** ** **** ******* ** ******** **** ******* development. ** *** *** ******** ******* ********* ***** ****** *********, not ******** *********. ** **** ***, ********** ********** ** *** product/software *********** ***** ** **** ******** **** ** ******** ** generate **** ****** *********.

****: ***** **** ** ******* ********* ****** ******* ****** *** **** ********* ***** **** ****, ****'* ******* *** product ******** ******* *** - ********** ** ********** ** **** which *** ******** **** * ***** ***** **** ******** ** the **** **** ******** ** *** ******** **** **** ***** cost ***** ************. ***** *** *** **** ** ********** *********** compared ** ******* **** ******* ***********, ****'* ****** ** ****** meager *** ********* ** *** **** ****** * *** *** product **********.

*****: ** *** **** * ******, ***** *** **** *** following: (*)**** **** ******** ** ** / '******', (*)******* ******* (*) ****** ** *** ******* ************* ** *** **** 2011. ** ********, ****** *** *** *** *** ******** ******* and ***** *********** ****** *** **** ********* ** ********* ***** own. ******, *****'* ******* ******** ** ******* ** *** ** lawsuit ********. ***** *** * *** ** **********.

*******: ******* ** **** *** ******* *************,*******'* *** **** **** *********************** ******** ******** *** **** ****'* ******* ******. *****'* ** doubt ******* ** ** ********** ******* **** ****** ********. *** big ********, ** ** ******** ******** ** ********** ********** ********, ** ***** *********** ** **** **** **** ******* ******** developments. ** **********, ***** *** *** **** ******* *** ** novel *** ******, ** ** ****** * ***** ****** *** misses *** ***** ** *** ************ ****** *** **** ******* at * ************ ** ** ****** ************* ******* ******** ** (or *******) ******* ** *** **** ************ ****.

*****: ***** ***** ********* ** **** ****** ************* (******* *** ******** * ******** ** **, ************** *** *.* ** ******, ***.), ** ***** ** ** **** ***** **** ***** cannot ***** ** ***** ****'* ***********. ** *** ****** **** incumbents, ** ******** ** **** ***** ** *** **** ********** and ********** ** *** ******* *********** (******** ** **, **/***, Honeywell, *****, ***.). ******* ****, ** ** *** *** *** they *** ******** ***** *********** *********** ** ** **** **** had ** ******. ** ** ***** ********, *** *** ***** cloud **** ***** ** *** **************** / ******** ***** *** **** **** ****** ***** (*.*., **** ** two ** **-************* *** ******, ***.).

Login to read this IPVM report.
Why do I need to log in?
IPVM conducts unique testing and research funded by member's payments enabling us to offer the most independent, accurate and in-depth information.

Related Reports

Honeywell Sues Alarm.com For Violating Anti-Trust Laws on Feb 24, 2017
Is Alarm.com about to dominate the smart home software market? That is what Honeywell alleges in its new lawsuit, first reported by...
Artificial Intelligence Robot Assistant (ACTi) on Feb 23, 2017
Has artificial intelligence come to the video surveillance industry? ACTi has released 'SARA' which it bills as an 'AI assistant that brings...
Cutting Costs 70% Using Milestone With HD Analog on Feb 23, 2017
HD analog and enterprise VMSes are often thought of as being on opposite sides of the spectrum, with HD analog best for small jobs due to its low...
Exacq Favorability Results on Feb 22, 2017
For years, Exacq has been one of the most frequently favored VMSes in IPVM integrator statistics (e.g., see Favorite VMS Manufacturers...
Milestone: "Easy Money Days Are Over" on Feb 17, 2017
Contrary to IPVM's criticisms, Milestone has reaffirmed that glory days remain. But they admit that they 'easy money days are over': Are the...
Panasonic Favorability Results on Feb 16, 2017
Panasonic is one of the largest brands in the world and a long term provider of both video surveillance imagers and cameras. But, like all...
Hikvision Silicon Valley and Canada R&D Expansion on Feb 15, 2017
After massive growth in their sales team, Hikvision is now planning to add two new R&D centers in North America. In this report we examine...
Bosch/Genetec Video Cybersecurity Partnership Examined (CHAVE) on Feb 15, 2017
Surveillance products have been relatively weak when it comes to cyber security. Default passwords, open ports, and weak authentication mechanisms...
Avigilon New VMS Version ACC6 Examined on Feb 13, 2017
Almost 4 years after ACC5 was released, Avigilon is releasing the next major revision of their VMS, which includes their Appearance...
Hitachi Taking On Security Industry on Feb 09, 2017
Hitachi, bigger than Sony and Panasonic overall, with $89 billion USD 2016 total revenue, is expanding into the security industry. They are...

Most Recent Industry Reports

Hikvision Pyronix Releases 'Huge' New Panel on Feb 27, 2017
Hikvision's 2016 acquisition Pyronix has been touting their 'huge' new large system panel. Indeed, the new Euro 280 claims features that are better...
Bosch Favorability Results on Feb 27, 2017
Bosch is one of the most well known brands in the industry and they have combined recently with Sony in video surveillance. But how has Bosch...
ADT CEO: My Daughters Better At Installs Than Most 20 Year Techs on Feb 27, 2017
Times have changed. At the Barnes Buchanan conference, ADT's CEO Tim Whall made an interesting and, surely to some, controversial observation....
Avigilon Favorability Results on Feb 27, 2017
One of the fastest growing companies has turned into one of the rockiest, as cooling growth, management turnover and a roller coaster stock price...
Honeywell Sues Alarm.com For Violating Anti-Trust Laws on Feb 24, 2017
Is Alarm.com about to dominate the smart home software market? That is what Honeywell alleges in its new lawsuit, first reported by...
Axis: "Everything is IP" - False on Feb 24, 2017
Axis is congratulating itself, with executive Fredrick Nilsson declaring: "Now the conversion is all done and everything is IP and analog is...
Advertising Like Avigilon at the ISC West Airport on Feb 24, 2017
Avigilon has grabbed a lot of attention over the last few years advertising at the Las Vegas airport when attendees fly in. But how does that...
Artificial Intelligence Robot Assistant (ACTi) on Feb 23, 2017
Has artificial intelligence come to the video surveillance industry? ACTi has released 'SARA' which it bills as an 'AI assistant that brings...
Cutting Costs 70% Using Milestone With HD Analog on Feb 23, 2017
HD analog and enterprise VMSes are often thought of as being on opposite sides of the spectrum, with HD analog best for small jobs due to its low...
Dahua 4K HD Analog Cameras Announced on Feb 23, 2017
HD analog has been gaining popularity (even if Axis hopes otherwise). Last year, HD analog's max resolution doubled from 1080p to 4MP (see our 4MP...

The world's leading video surveillance information source, IPVM provides the best reporting, testing and training for 10,000+ members globally. Dedicated to independent and objective information, we uniquely refuse any and all advertisements, sponsorship and consulting from manufacturers.

About | FAQ | Contact