Financial updates (120)

Displaying 'Financial Updates' tags 1 - 25 of 120 in total

Axis Strong Q2 2018 Results

(PRO Only)

Axis reported strong Q2 2018 financial results and, for the first time in many years, Axis grew faster than Hikvision. However, the company's strong growth has not come without problems as Axis faces a product shortage for the second year in a ro...

By John Honovich - about 1 month ago

Hikvision Strong Domestically, International Business Struggles

(PRO Only)

Hikvision's H1 2018 results are out. Overall revenue growth has sharply dropped, with the company acknowledging their "facing geopolitical headwinds". Hikvision was hurt by Hikvision International (i.e., 'overseas') business but buoyed by the prot...

By John Honovich - about 2 months ago

Arlo IPO Filing Reveals Key Financial and Competitive Details

(PRO Only)

Arlo is going to IPO at a projected valuation greater than Axis. Now, Arlo has released their 175-page Form S1 Registration Statement for its IPO. Inside this report, we share our results from examining this filling, including: What Arlo's 20...

By IPVM Team - 2 months ago

Milestone 2017 Financials Examined

(PRO Only)

For ISC West 2018, Milestone released ... their financials, touting "strong revenue growth in 2017". However, there were discrepancies with the 2016 report and the announcement only had a summary. Inside, based on speaking with Milestone and ob...

By John Honovich - 5 months ago

ADT Hammered Again, Loses Another Billion In Market Cap

(PRO Only)

ADT's CEO told investors that, 'in baseball terms', ADT was batting 5 for 5. But investors told ADT's CEO, 'in baseball terms', that he was being demoted to Triple-A. Just 2 weeks after ADT lost a billion in market cap in the wake of the Amazo...

By John Honovich - 6 months ago

Arlo, Bigger Than Avigilon, More Valuable Than Axis

(PRO Only)

Arlo, the wireless IP camera offering that Netgear bought ~5 years ago for a few tens of millions is now doing more revenue than Avigilon and likely will get a higher market valuation than Axis' $3+ billion USD. Sounds crazy to those in the pro...

By John Honovich - 7 months ago

Axis Breaks 1 Billion USD Annual Revenue

(PRO Only)

Axis Communications annual revenue has exceeded $1 billion for the first time in 2017. In this note, we examine Axis financial performance over the past 3 years and contrast it to other video surveillance manufacturers include Avigilon, Dahua and...

By IPVM Team - 8 months ago

Sentry360 Bankruptcy

(PRO Only)

Sentry360, a US-based video surveillance manufacturer, most well-known for its panoramic cameras, has filed for Chapter 7 bankruptcy. In this note, we review the filing, share feedback from the company and analyze the issues the company faced.

By John Honovich - 10 months ago

Axis Q3 2017 Financial Results

(PRO Only)

A big issue for Axis this past quarter was their product shortage. Despite that, new Q3 numbers for Axis show solid financial results. In this note, we examine the results, the shortage, Axis video vs non-video, and why the race to the bottom is...

By IPVM Team - 11 months ago

Avigilon Shifts Strategy To Maximizing Profitability (Q4 2016 Results)

(PRO Only)

Avigilon had previously been known for big spending, hiring a large sales force and throwing lavish partner parties at tradeshows like ISC West. Now, the company says they are going to focus on profitability first. In this report we analyze Avigi...

By Brian Karas - over 1 year ago

Avigilon Stock Surges 40% On Strong Growth (Q3 2016)

(PRO Only)

The roller coaster continues. After a brutal Q2 heading down, Avigilon's Q3 growth is strongly up. Inside this note, we examine what powered Avigilon's growth, Avigilon's CEO plan to deal with Asia / China and their future outlook. Stock Chart ...

By John Honovich - almost 2 years ago

Axis Video Revenue Down (Q3 2016)

(PRO Only)

An important milestone. Axis revenue for video products is down year over year. But Axis is now focusing on 'diversification'. In this report, we analyze Axis' financials, what this means to them and how it fits within the Chinese expansion glob...

By John Honovich - almost 2 years ago

Avigilon Stock Plunges On Bad Financials (Q2 2016)

(PRO Only)

Avigilon's stock went down 25% the day after it announced earnings. The stock had already been down by more than 60% from its peak. The market is very unhappy with Avigilon's performance, and it has to do squarely with Avigilon's quiet slashing ...

By John Honovich - about 2 years ago

Avigilon Weakest Quarter Ever (Q1 2016)

(PRO Only)

Just 2 years ago, Avigilon revenue grew an astounding 74%. Now, that feels like 20 years ago. Avigilon's growth rate continues to fall, while struggling with profitability. In this note, we examine the results, the CEO's error and what this mean...

By John Honovich - over 2 years ago

Anixter Security Slow Sales Continues Q1 2016

(PRO Only)

Anixter shook things up in 2015, paying $420 million for Tri-Ed. Now, nearly 2 years later, Anixter's slow security sales continue. In this note, we examine and contrast Anixter's most recent financials. Financial Results For Q1 2016, security...

By John Honovich - over 2 years ago

Hikvision Growth Rate and Profits Falling Q4 2015

(PRO Only)

Many, including us, were surprised by Hikvision's desperate price slashing on the final days of 2015. Now, it makes a lot more sense. Hikvision's 2015 financial letter (in Chinese) sheds new light on the increasing troubles of the company trying...

By John Honovich - over 2 years ago

Hikvision Announces Weakened Profits

(PRO Only)

Hikvision released a special announcement in Chinese, disclosing weakened profits for 2015 amid fierce competition. In this note, we examine what happened with Hikvision, the underlying economic conditions and what this means for the Chinese gove...

By John Honovich - over 2 years ago

Avigilon Bad Financial Results Q3 2015

(PRO Only)

Growth hit a record low, with sales expenses continuing to surge yet minimal increases in R&D. The first financials after the death of the Schmode era and 3 executive departures (including the SVP of sales and VP of marketing) shows declining...

By John Honovich - almost 3 years ago

Axis Q3 2015 Growth Rebounds

(PRO Only)

After an extremely bad Q2, where true sales actually declined, Axis has bounced back in Q3. Is this the beginning of a comeback for the former video surveillance market leader or is this a blip? In this note, we examine their financial results, ...

By John Honovich - almost 3 years ago

Avigilon Weak Profits Continue - Q2 2015

(PRO Only)

After spending $39 million buying back their own stock, one would think (or hope) Avigilon would report great earnings. Alas, no. Avigilon's weak profits continue along with lower growth, fostering concerns about the company's long-term prospect...

By John Honovich - about 3 years ago

Axis Financials From Bad To Worse (Q2 2015)

(PRO Only)

Things keep getting worse for Axis and now sales are actually shrinking. In this note, we break down: How revenue and profits are sinking Which regions and areas hurt the most What the bright spot for Axis is How Axis is in denial on degrad...

By John Honovich - about 3 years ago

China and Taiwan Manufacturer Financials 2015

(PRO Only)

China is the #1 threat to video surveillance providers around the world but how well are Chinese and Taiwan surveillance manufacturers actually doing? This report breaks down the financial performance of notable Chinese and Taiwanese video survei...

By John Honovich - about 3 years ago

Avigilon Growth Down, Expenses Up, Stock Slammed (Q1 2015)

(PRO Only)

Avigilon growth rate continues to slow down sharply yet the company's aggressive spending continues. Because of that, the stock market is punishing Avigilon yet. In this note, we break down Avigilon's financial results, look at the causes of Avi...

By John Honovich - over 3 years ago

Axis Bad Financial Results (Q1 2015)

(PRO Only)

In their first financials after Canon has agreed to purchase Axis at a massive premium, Axis delivers more bad results. Inside this note, we break down the results, and what this shows about their future, challenges and the overall state of the v...

By John Honovich - over 3 years ago

Displaying 'Financial Updates' tags 1 - 25 of 120 in total