Financial updates (111)

Displaying 'Financial Updates' tags 1 - 25 of 111 in total

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 - 7 months 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 - 10 months 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 - 11 months 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 1 year 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 1 year 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 1 year 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 1 year 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 1 year 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 2 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 2 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 2 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 2 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 2 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 2 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 2 years ago

Avigilon 2014 Financials Disappoint Investors

(PRO Only)

Hikvision admits their equipment got hacked in a large government deployment - stock down just 7.5% Avigilon announces revenue up 42% - stock down 15% If you are an Avigilon investor, you just cannot win over the last year. In this note, we bre...

By John Honovich - over 2 years ago

Canon Buy Axis, Owns Axis and Milestone

(PRO Only)

This is the biggest deal in video surveillance ever. Just 8 months after buying Milestone, Canon is set to buy Axis. Canon has offered $2.8 billion USD for Axis, a ~50% premium over Axis stock price. Axis' 3 main shareholders, holding 39.5% of t...

By John Honovich - over 2 years ago

Axis Bad Financial Results Again (Q4 2014)

(PRO Only)

Bad results last quarter spurred a debate about Axis performance. Now, Axis has turned in equally bad Q4 2014 results. In this note, we look at: America's weakness and inventory drop Asia's weakness Avigilon and analytics AVHS progress Co...

By John Honovich - over 2 years ago

Weak: Vicon / IQinVision Financials Out

(PRO Only)

Combined Vicon / IQinVision financials are out for the first time since their combination closed. And the numbers are weak, both top line and on margins.

By John Honovich - almost 3 years ago

Avigilon Q3 2014 Growth Rate Down Sharply

(PRO Only)

The past 6 months have been extremely tough for Avigilon. The company has suffered their CFO exit, surrounding controversy, an earnings miss the next quarter, and a stock price down more than 50% from its peak. Now, their Q3 2014 financial resul...

By John Honovich - almost 3 years ago

Anixter Security Rebound and New Chief

(PRO Only)

3 months ago, Anixter's security struggled significantly with revenue actually declining. Then, this summer, Anixter shook up the industry, acquiring Tri-ed for $420 million. Now, they are bouncing back, at least somewhat. In this note, we exami...

By John Honovich - almost 3 years ago

Axis In Denial, Q3 2014 Financial Report Bad

(PRO Only)

Axis Q3 2014 numbers are bad. But their outlook is still rosy. [Update: And Q4 2014 numbers are just as bad.] The company has struggled to maintain not only their historical growth rate, but the market average growth rate they claim. In this n...

By John Honovich - almost 3 years ago

Axis Q2 2014 Growth Up But

(PRO Only)

Axis' seesaw growth continues. After Axis missed and profits sank in Q1 2014, the second quarter's overall growth numbers improved (20% growth in local currencies). However, the geographical breakout shows this to be an anomaly and downward revise...

By John Honovich - about 3 years ago

Avigilon CFO Out and Q1 2014 Financials Reviewed

(PRO Only)

Avigilon's revenue increased 74% year over year, powered by foreign exchange rate swings and the inclusion of VideoIQ revenue. Avigilon's CFO exited the day before, the 4th executive gone in 6 months (after marketing, operations and HR), triggeri...

By John Honovich - over 3 years ago

Displaying 'Financial Updates' tags 1 - 25 of 111 in total