Milestone has announced its 2020 financial results and we spoke with Milestone's CEO and CFO to better understand how Milestone did and where it is heading. Inside, this note, we examine Milestone's 2020 financials and the company's outlook.
By John Honovich - 10 days ago
Uniview recovered from a sales and profit slowdown in the first half of 2020, reporting revenue and profit growth for the whole year. In this post, IPVM examines Uniview's 2020 financials, including: Revenue and profits grow for full-year...
By Isabella Cheng - 16 days ago
Dahua's revenue grew slightly but profits modestly declined obscured by Dahua divesting its chip business. In this post, IPVM examines Dahua's 2020 Annual Report, including: Revenue slightly up, profit decline obscured by chip...
By Isabella Cheng - 23 days ago
Ambarella addressed Dahua and Hikvision's HiSilicon stockpile and new Dahua design wins in its most recent investor call. In this report, we examine Ambarella's Q4 FY2021 (C2020) investor call, including comments on: Dahua and Hikvision...
By Isabella Cheng - about 2 months ago
Rekor's stock has increased 20x in the last 2 years, now at $600+ million valuation after raising $75 million in a secondary. The company is best known by IPVM members for its 2019 OpenALPR acquisition but the company is now aiming for a much...
By Isabella Cheng - about 2 months ago
Finland-based Mirasys is one of the oldest VMS providers but it has never become a major player. Now, in an atypical move, a distributor has become a 'main shareholder'. Inside this note, we examine the move, review the financials of both...
By Zach Segal - 2 months ago
Ubiquiti's Q4 2020 revenue grew rapidly and profits even greater. Where is Ubiquiti's growth, and how is Ubiquiti's competitiveness in selling video surveillance? In this report, IPVM examines Ubiquiti's 2020 financials, including: Growth...
By Isabella Cheng - 2 months ago
Motorola Solutions expanded its video surveillance offerings in 2020, acquiring IndigoVision in March and Pelco in August, adding to Avigilon. But how well is Motorola doing overall? Inside this report, we examine both Motorola's full-year...
By Isabella Cheng - 2 months ago
IPVM visited the HQ and factory of Intelbras, Brazil’s largest domestic CCTV company. In 2020, Intelbras opened a new 495,000 sq. ft. (46,000 m²) factory and filed for an IPO. Inside this post, the Dahua partner discusses its factory as well...
By Robert Wren Gordon - 3 months ago
IPVM visited the HQ and factory of Multilaser, Brazil's second largest domestic CCTV company. Multilaser says its security/surveillance business is projected to grow 100%+ this year and is aiming for 50% growth in 2021. Inside this post, the...
By Robert Wren Gordon - 4 months ago
CloudWalk, one of China's 4 AI Unicorns, known inside China as the "AI National Team", for its strong state connections has filed for an IPO. This follows just a few weeks after fellow Unicorn Yitu also filed for its IPO on the same...
By Isabella Cheng - 4 months ago
Brazilian electronics firm Intelbras has filed a preliminary prospectus for an IPO with the Brazilian Securities and Exchange Commission. IPVM investigates. Revenue, Revenue Trend, EBITDA Revenue Breakdown by Segment Overseas...
By Robert Wren Gordon - 4 months ago
Yitu, one of China's 4 AI Unicorns, has filed for an IPO recently on the technology-focused Shanghai STAR Market. In this post, we examine the firm's financials, growth, and products, including: Yitu background Profit loss and growth...
By Isabella Cheng - 5 months ago
Many Western users may be unfamiliar with TVT, a Shenzhen company that OEMs for companies including Avycon, Speco, InVid, and Vitek. However, TVT has had a strong 2020. In this note, IPVM examines TVT's 2020 performance thus far, its Q3 2020...
By Isabella Cheng - 5 months ago
Zhejiang Dali, one of China's original thermal technology developers had excellent growth of 169% in H1 2020 with booming overseas fever camera sales but now reports fever camera demand has slowed significantly. In this post, we examine...
By Isabella Cheng - 5 months ago
While Hikvision's global revenue rises driven by domestic recovery, its US revenue continues to fall due to "politics and the epidemic." In this post, we examine Hikvision's Q3 2020 financial disclosures and what this means for Hikvision...
By Isabella Cheng - 6 months ago
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...
By Isabella Cheng - 6 months 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...
By Isabella Cheng and Joey Walter - 7 months 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...
By Isabella Cheng - 7 months 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...
By Isabella Cheng - 8 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...
By Isabella Cheng - 8 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,...
By Charles Rollet - about 1 year 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...
By Charles Rollet - over 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 - over 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 - almost 2 years ago
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