While Dahua's overall revenue was up more than 12% in Q3 2020, a significant improvement from the first half of 2020, the company's operating profit is down. In this post, we examine Dahua's Q3 2020 financial disclosures and what this means f...
By Isabella Cheng - 1 day ago
Costar's financial results have been hit by the coronavirus with the company telling IPVM they are focused on "turning around" Arecont and plans for 2021. Costar made a splash acquiring Arecont in 2018, formerly one of the largest megapixel c...
By Isabella Cheng and Joey Walter - about 1 month ago
While Dahua and Hikvision, helped by fever camera sales, are recovering from COVID-19 shocks, Uniview is still experiencing a sales and profit slow down. Uniview, the self-proclaimed "#3" in China video surveillance behind Dahua and Hikvision...
By Isabella Cheng - about 1 month ago
While Dahua and Hikvision, helped by fever camera sales, are recovering from COVID-19 shocks, Infinova, is still experiencing significant decreases in sales and profits. However, Infinova's results are mixed. The US/China video surveillance m...
By Isabella Cheng - about 2 months ago
While Dahua's overall revenue is down, driven by challenges within China, the company's overall profitability is up more than 10%, driven by a successful sales expansion into fever cameras. Although revenue has recovered somewhat since plungi...
By Isabella Cheng - about 2 months ago
While Hikvision initially downplayed being sanctioned for human rights abuses, the company is now admitting a significant impact in a new PRC government filing that IPVM has reviewed. Inside this note, we examine Hikvision's previous claims, wh...
By Charles Rollet - 7 months ago
Megvii has already received more than a billion dollars in investment. Now, the company, a top China facial recognition provider, has filed for an IPO this week on the Hong Kong Stock Exchange. This 500+ page IPO document reveals significant de...
By Charles Rollet - about 1 year ago
There are hundreds of companies in the physical security markets, ranging from a flood of new startups to small companies that may or may not be secretly relabeling other companies products. How do you quickly figure out who a company is and what ...
By John Honovich - about 1 year ago
Avigilon's President and COO James Henderson is out, abruptly, after a remarkable ascension over the past 8 years, Motorola VP Jack Molloy has informed. Inside this note, we examine the move, questions about Avigilon's future and how Motorola (...
By John Honovich - over 1 year ago
RaySharp is mostly unknown, even among people in the video surveillance industry, though it is a major supplier of OEM surveillance equipment such as the camera/recorder kits sold in big box retailers like Costco. The company does this by OEMing f...
By Charles Rollet - over 1 year ago
China's e-commerce and cloud services giant Alibaba has bought 15% of the shares of Uniview's parent company, TransInfo, in a deal worth ~$500 million. The move means Uniview is now partly-owned by Alibaba, 'the Amazon of China' and the second-...
By Charles Rollet - over 1 year ago
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 - over 1 year ago
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 - over 1 year ago
Hikvision, in a new Chinese financial filing, has admitted that its USA sales are now falling. Less than a year after the US government passed a law banning Hikvision but still months away from it going into effect, the impact is already being ...
By John Honovich - over 1 year ago
ASCMA, aka MONI, aka Brinks Home Security has issued a warning in their most recent financials that they risk bankruptcy. In this note, based on our research we look at the following topics: What does the company's financials show How does ...
By Dan Gelinas - over 1 year ago
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 - over 1 year ago
Despite significant job cuts in China, Dahua's revenues grew more than 25% last year hitting a total of ~$3.5 billion USD, according to its latest annual report. In this post, we analyze Dahua’s financials, including: Revenue/Profits Analysis ...
By Charles Rollet - over 1 year ago
A company can be highly profitable but if it is small, they will still not make much money. By contrast, a company can generate lots revenue, but if they have no profits, they do not 'take home' any money. Whereas startup manufacturers and develo...
By IPVM Team - over 1 year ago
A "strange narrative" is being spun, said Michael Barnes [link no longer available] at the 2019 Barnes Buchanan Conference. However, despite that narrative, it is a "great time" to be in the industry. Barnes gave a 3-hour presentation on the cu...
By Dan Gelinas - over 1 year ago
Struggling Ascent Capital Group (NASDAQ: ASCMA) has disclosed a warning from NASDAQ that ASCMA faced delisting unless they reverse their downward trend. Based on the financial report we look at: Specifics of the financial report What this m...
By Dan Gelinas - almost 2 years ago
Imperial Capital Security Investor Conference is an event matching industry executives with financiers that frequently leads to future funding and acquisitions. Among the 60+ companies presenting this year were ADT, Resideo (i.e., Honeywell Home...
By John Honovich - almost 2 years ago
The 300 page, 2019 Video Surveillance Industry Guide, covers the key events and the future of the video surveillance market, is now available, group members can request a PDF copy be emailed to them, all personal members can access all reports lin...
By IPVM Team - almost 2 years ago
ADI and Honeywell Homes management have been touting their spinout and IPO for months, including appearing on Wall Street as they widely shared on social media: And: However, the stock is down 29% from the start of when-issued trading, as sh...
By Dan Gelinas - almost 2 years ago
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 2 years ago
While Knightscope's new financials show the company only winning 11 new customers in the past 12 months, the company continues to win new investors. Two of the notable positive moves for the company are its NYC showcase and its participation in t...
By John Honovich - about 2 years ago
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