Financial updates (127)

Displaying 'Financial Updates' tags 76 - 100 of 127 in total

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 a...

By John Honovich - over 7 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 - over 7 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 measu...

By John Honovich - over 7 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 - over 7 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 segment. Fortuna...

By John Honovich - over 7 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 sp...

By John Honovich - almost 8 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 - almost 8 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 Unit...

By John Honovich - almost 8 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 - almost 8 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 - almost 8 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 d...

By John Honovich - almost 8 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 - almost 8 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 progre...

By John Honovich - almost 8 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 - almost 8 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 robus...

By John Honovich - almost 8 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 - almost 8 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 - almost 8 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 st...

By John Honovich - almost 8 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 - about 8 years ago

Axis Q1 2011 Financial Results Examined

For Q1 2011, Axis turned in its 5th consecutive quarter of strong growth, growing sales 39% in local currency terms year over year. The continued strong growth is quite significant for a number of reasons: Looking back exactly 2 years ago, Axis...

By John Honovich - about 8 years ago

H2 2010 Financial Results Examined

IndigoVision's financial results through Jan 31, 2011 show that the company's financial performance continues to lag the overall IP video market. While the company's growth rate increased from 6% in their year end 2010 financial results to 25% in ...

By John Honovich - about 8 years ago

Mobotix's 2010 Year End Financial Results Examined

For the second half of 2010, Mobotix recorded significant revenue growth at a far higher rate than the previous year and its best results since the start of the recession. In this note, we examine the key drivers and metrics driving those numbers....

By John Honovich - about 8 years ago

Anixter Strong Bump in Q4 2010

In Anixter's investors call, the company disclosed that it's Q4 2010 security sales increased sharply, providing further evidence of an overall rebounding security market. Q4 2010 growth rate nearly doubled over the year's growth rate. While Anixt...

By John Honovich - over 8 years ago

Vicon Achieves Best Quarter in Years

After a long stretch of sharp revenue declines, in Q4 2010, Vicon recorded its best financial results in years. Compared to Q4 2009, revenue was up 6%. While this is modest growth overall, this is much better than the past few years where year ove...

By John Honovich - over 8 years ago

Exacq's Financial Position and Growth Examined

Exacq is a US based provider of VMS software and hDVR/NVR appliances. The following note overviews Exacq's financial position and growth based on a conversation with the company and their Inc 500 company profile: 2009 revenue was $9.7 Million U...

By John Honovich - over 8 years ago

Displaying 'Financial Updates' tags 76 - 100 of 127 in total