Financials (102)

Displaying 'Financials' tags 1 - 25 of 102 in total

Megvii Financials and Growth Examined

(PRO Only)

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 - 3 months ago

How To Quickly Research An Unknown Company

(PRO Only)

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 - 4 months ago

Avigilon President Henderson Is Out

Avigilon's President and COO James Henderson [link no longer available] 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'...

By John Honovich - 4 months ago

Alibaba Makes Major Investment Into Uniview

(PRO Only)

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 - 6 months ago

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

Hikvision Admits USA Sales Falling

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 - 7 months ago

Brinks Home Security / ASCMA Risks Bankruptcy

(PRO Only)

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 - 8 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

Dahua Posts Slowing But Strong Revenue Growth 2018

(PRO Only)

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 - 9 months ago

Struggling ASCMA / Brinks Home Security Gets Stock Delisting Warning

(PRO Only)

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 - 11 months ago

The 2019 Video Surveillance Industry Guide

(PRO Only)

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 - 12 months ago

Resideo IPOs, Then Plunges

(PRO Only)

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 - 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

Knightscope Winning Investors, Struggling With Growth

(PRO Only)

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 1 year ago

ADI's Financials Revealed + W-Box Growth Priority

(PRO Only)

  ADI is one of the most powerful distributors in the security industry but how big are they? How much profit do they make? How much do they sell of Honeywell vs 3rd party products? As part of Resideo, ADI and Honeywell Home are being spun out. ...

By IPVM Team - about 1 year ago

Ascent / MONI Faces Lender Lawsuit and Debt Crisis

(PRO Only)

ASCMA, aka Ascent, aka Brinks Home Security, aka MONI, aka Monitronics is being sued by a group of their lenders who allege: As of June 30, 2018, MONI itself is hopelessly insolvent with only $2.1 million of cash and cash equivalents on hand....

By Dan Gelinas - about 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

ASIS GSX Show Struggling Getting Exhibitors

(PRO Only)

The show formerly known as ASIS, now GSX, is less than 3 months away. And it is struggling to get exhibitors to go back to Las Vegas, just months after ISC West, in a show with far lower attendance. In this note, we examine the most notable ab...

By John Honovich - over 1 year ago

ADT Stock Drops 50% Since IPO

(PRO Only)

It has been a brutal 4 months for ADT. They first expected to IPO at ~$18. They IPOed at $14, dropping immediately to $12.39 And now, not even 4 months later, the stock is at just $7 per share. Big picture, they went from an expected market v...

By John Honovich - 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

Displaying 'Financials' tags 1 - 25 of 102 in total