Financial updates (127)

Displaying 'Financial Updates' tags 1 - 25 of 127 in total

ASCMA / Monitronics Declares Chapter 11 Bankruptcy

(PRO Only)

Monitronics is entering into Chapter 11 bankruptcy. The company, also called Ascent Capital Group Inc., aka ASCMA, aka Brinks Home Security, formerly known as Moni, has struggled for some time. Update: June 1, 2019, the company has now official...

By IPVM - 6 months ago

Milestone Execs on Financials, China and Future

(PRO Only)

Milestone has released a 44-page annual report for 2018, an atypical and unrequired move for a subsidiary of a large company, however, Milestone emphasized their aim to be transparent as a 'stand-alone' company within Canon. Milestone's CEO Lar...

By John Honovich - 7 months ago

ADT Stock Drops After Announcing Loss And Amazon Delay

(PRO Only)

ADT's stock price dropped significantly after reporting heavy losses and delays in its Amazon partnership, as seen in the screenshot below: In this note, based on our analysis of the earnings call we look at: ADT stock down to Dec. 2018 leve...

By Dan Gelinas - 8 months ago

Hikvision 2018 Revenue Tops $7 Billion USD But Growth Slows To Low

Hikvision's annual revenue topped $7 billion for the first time in 2018, although growth slowed sharply. In this post, we analyze the latest figures, including: Revenue vs Growth Comparison to Axis Reasons for Lower Growth Overall, the nu...

By Charles Rollet - 9 months ago

Hikvision Growth Declines Q3 2018

(PRO Only)

Hikvision's growth continues to decline in 2018 going from: Q1 - 33% Q2 - 22% Q3 - 14.6% In this note, we examine Hikvision's newest Q3 2018 financials to better understand what is happening to Hikvision, who is dealing with declining Chin...

By John Honovich - about 1 year ago

Axis Strong US Growth, Flat EMEA - Q3 2018 Financials

(PRO Only)

This spring, Axis had its best financials in many years (see Axis Strong Q2 2018 Results). However, over the summer, Axis had many products sold out. New Axis financial results for Q3 2018 show decreased growth and mixed results, with strong US...

By John Honovich - about 1 year ago

Axis Strong Q2 2018 Results

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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 year 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 - over 1 year 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 - over 1 year 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 - over 1 year ago

ADT Hammered Again, Loses Another Billion In Market Cap

(PRO Only)

ADT's CEO told investors that [link no longer available], '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 c...

By John Honovich - over 1 year 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 - almost 2 years 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 - almost 2 years 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 - almost 2 years 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 - about 2 years 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 2 years 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 3 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 - about 3 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 3 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 3 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 3 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 3 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 - almost 4 years ago

Displaying 'Financial Updates' tags 1 - 25 of 127 in total