Financial updates (133)

Displaying 'Financial Updates' tags 76 - 100 of 133 in total

Mobotix Q1 2012 Financials Reviewed

In the past few quarters, Mobotix growth stalled, raising concerns about the future of the megapixel surveillance veteran. Now, first quarter 2012 results, show a modest increase in growth rate for the company. In this note, we examine what is...

By John Honovich - over 9 years ago

Anixter Q1 2012 Security Sales Reviewed

As one of the biggest distributors in security, Anixter is a bellweather for the broader IP video surveillance market. Over the past few years, Anixter has been expanding robustly in the security market, with growth close to 20% (see Q4 2010 and...

By John Honovich - over 9 years ago

Axis's Weak Q1 2012 Financial Results

After strong expansion the past few years, Axis's sales growth continues to decelerate for the third consecutive quarter. At the end of 2011, growth slowed substantially. Now, in the beginning of 2012, that slow down continues. Indeed, the...

By John Honovich - over 9 years ago

Arecont Vision's Growth Slows Significantly

One of the world's fastest growing surveillance companies, Arecont Vision's growth rate slowed significantly in 2011. Over the past few years, Arecont Vision's revenue skyrocketed from less than $10 million in 2007 to over $50 million in 2010....

By John Honovich - over 9 years ago

Mobotix Growth Stalling

Over the past 2 years, Mobotix has grown robustly. Now, in the last 6 months, Mobotix's growth has slowed substantially and is essentially stalling. In this note, we look at the details in this drop and some of the reasons the drop are...

By John Honovich - over 9 years ago

Axis Slowing Growth - Q4 2011

The end of 2011 marked Axis's slowest growth quarter in more than 2 years plus the company offered pessimistic guidance for the short term. While Axis is still expanding notably, especially for its size, it is down from its incredible growth...

By John Honovich - over 9 years ago

Vicon 2011 Financials Examined

Over the last few years, CCTV pioneer Vicon has become a poster child for the trials and tribulations of incumbents moving into the new world. In the past few years, revenue has fallen by more than 30%. Now, Vicon's 2011 financial results are in...

By John Honovich - over 9 years ago

Genetec's Financials and Competitiveness Examined

Genetec is well known as one of the largest and most advanced VMS systems in the market, growing from obscurity a decade ago to become a leading choice of large enterprises. The question, though, is how much has Genetec grown recently and how big...

By John Honovich - almost 10 years ago

Axis Monstrous Q3 2011 Results

Axis's financial results for Summer 2011 are simply monstrous - very high growth both relative to their own historical pace and compared to the overall video surveillance market. Net sales were up 32% year over year and, more importantly for...

By John Honovich - almost 10 years ago

IndigoVision's Market Challenges Deepen

IndigoVision's fiscal 2011 financial results do not look good. While the company remains profitable, growth is far below their key competitors. For the past 2 years, IndigoVision has faced challenges. Now their 2011 fiscal year financial statement...

By John Honovich - almost 10 years ago

Milestone Financials and Profitability Examined

In this note, we examine the financials and profitability of VMS developer Milestone Systems. As one of the largest pure-play software only VMS providers, Milestone's progress is often looked as a benchmark for the overall market...

By John Honovich - about 10 years ago

Arecont Vision Revenue and Growth Examined

In this note, we examine the revenue and growth of US megapixel manufacturer Arecont Vision - a company whose growth has clearly been impressive, even relative to the fast overall growth of the megapixel IP camera market. Inside, we look at the...

By John Honovich - about 10 years ago

3VR's Financial Results and Competitive Positioning Examined

3VR is one of the best funded companies in the history of video surveillance. With $50 Million plus total investment, 3VR has focused on deeply embedding video intelligence / analytics into video management appliances. In this note, we review the...

By John Honovich - about 10 years ago

AxxonSoft Revenue and Financial Progress Examined

In this note, we examine the revenue and financial progress of Russian VMS / NVR developer AxxonSoft, frequently cited as the largest VMS provider in Russia. In the past two years, the company has started to expand into Western Europe and the...

By John Honovich - about 10 years ago

Hikvision Financial Performance and Product Sales Examined 2011

Chinese manufacturer Hikvision continues to grow rapidly and is now one of the largest video surveillance companies in the world. However, it is generally unclear who Hikvision is selling to and how much of what are they selling. In this note, we...

By John Honovich - about 10 years ago

ADT / Tyco Security Q2 2011 Financial Results

In this note, we examine ADT / Tyco Security financial results for the calendar quarter Q2 2011. Overall, growth was up but only modestly.  Let's review the key data points from the Quarterly Review deck:  North American Commercial: 4% organic...

By John Honovich - about 10 years ago

Growth Stalls for China's Biggest Surveillance Vendor

While reports consistently emphasize bullish growth for the Chinese surveillance market, perhaps the biggest Chinese vendor of them all, CSST has reported declining revenue for Q2 2011. CSST is a fascinating company. After the past few years of...

By John Honovich - about 10 years ago

Vicon Revenue Decline Resumes

After a few quarters of growth, Vicon turned in a poor Q2 2011, resuming the significant revenue declines over the past few years. Q2 2011 Revenue was slightly less than $11 Million USD, down 16% year over year when revenue was a ~$13 Million USD....

By John Honovich - about 10 years ago

ACTi Financial Results 2011 Examined

A few years ago, ACTi was widely acknowledged (including by us) as one of the leading growth companies in the IP video surveillance market. Over the last 2 years, a clear and worrisome trend emerged of slowing product development and market...

By John Honovich - about 10 years ago

Vivotek 2011 Financial Results and Camera Sales Examined

In this note, we examine Vivotek's 2010 - 2011 financial results, including a breakdown of Vivotek sales by resolution and by product category. In the last 2 years, Vivotek's growth has strongly rebounded. While the company's revenue dropped and...

By John Honovich - about 10 years ago

March Network Strong Growth Examined

March Networks continues a rapid turn around from its struggles over the last few years. At this point, a year ago, March Networks was announcing loses and layoffs. Now, March Networks is announcing another quarter of growth and an extremely...

By John Honovich - over 10 years ago

Verint's Q1 2011 and PSIM Acquisition Price Examined

In this note, we examine the financial performance of Verint's video surveillance division and the acquisition price paid for Rontal, the PSIM supplier Verint acquired in April. Reviewing the Q1 2011 Verint 10k statement, the following key points...

By John Honovich - over 10 years ago

Anixter Q1 2011 Security Sales Results Examined

In this note, we examine the security sales results and growth of Anixter for Q1 2011. While Anixter is traditionally a large scale distributor in the cabling and electronics market, their security presence has increased significantly in the last...

By John Honovich - over 10 years ago

2011 Surveillance Stock Analysis: China Plunge

In this note, we examine shifts in surveillance manufacturer stock prices for the first half of 2011. The most interesting theme is the plunging prices of many Chinese technology stock prices. Here we focus in on 4 companies: 2 from the Chinese...

By John Honovich - over 10 years ago

Vicon's Q1 2011 Financial Performance Examined

This note examines the Q1 2011 financial performance of analog incument Vicon Security. During the recession, Vicon's revenue dropped sharply before finally having its first positive quarter in many years at the end of 2010. Modest revenue growth...

By John Honovich - over 10 years ago

Displaying 'Financial Updates' tags 76 - 100 of 133 in total