Axis Financials From Bad To Worse (Q2 2015)
Things keep getting worse for Axis and now sales are actually shrinking. In this note, we break down: How revenue and profits are...
By John Honovich - almost 7 years ago (Info+)
Things keep getting worse for Axis and now sales are actually shrinking. In this note, we break down: How revenue and profits are...
By John Honovich - almost 7 years ago (Info+)
China is the #1 threat to video surveillance providers around the world but how well are Chinese and Taiwan surveillance manufacturers actually...
By John Honovich - about 7 years ago (Info+)
Before becoming a Canon subsidiary, Milestone made a big deal of releasing their annual financials. Now, Milestone has stopped this. However,...
By John Honovich - about 7 years ago (Info+)
Avigilon growth rate continues to slow down sharply yet the company's aggressive spending continues. Because of that, the stock market is...
By John Honovich - about 7 years ago (Info+)
Hikvision admits their equipment got hacked in a large government deployment - stock down just 7.5% Avigilon announces revenue up 42% - stock down...
By John Honovich - over 7 years ago (Info+)
Canon has gone from nothing to arguably the most powerful video surveillance manufacturer in 8 months. All they had to do was spend $3+ billion...
By John Honovich - over 7 years ago (Info+)
Want to own a 5+ year old online video surveillance store? The owner of one contacted us, letting us know it was for sale. Thinking that...
By John Honovich - over 7 years ago (Info+)
Combined Vicon / IQinVision financials are out for the first time since their combination closed. And the numbers are weak, both top line and on...
By John Honovich - over 7 years ago (Info+)
This guide summarizes the biggest moves of security manufacturers in 2014 and 2015, concentrating on acquisitions, fund raising, significant stock...
By John Honovich - over 7 years ago (Info+)
As part of a major move involving numerous divisions, Samsung has sold off its stake in its video surveillance business. In this note, we examine...
By John Honovich - over 7 years ago (Info+)
3 years ago, a Chinese / US surveillance manufacturer, Infinova, raised $300 million cash in a billion dollar plus IPO. Later that year, they...
By John Honovich - over 7 years ago (Info+)
In 2013, negotiations for mega Chinese manufacturer Hikvision to acquire Pelco broke down. At that time, we argued that it was a bad fit. However,...
By John Honovich - about 8 years ago (Info+)
Tyco is a major force in the security industry, generating about $10 billion USD annually as a hybrid integrator / product manufacturer. And...
By John Honovich - about 8 years ago (Info+)
An industry changing event. Canon's acquisition of Milestone will impact the industry for years to come. But who fared the best and worst from...
By John Honovich - about 8 years ago (Info+)
Falling down - the theme of the 2014 video surveillance industry. This is the toughest stretch for the industry overall, since at least the...
By John Honovich - about 8 years ago (Info+)
Avigilon's revenue increased 74% year over year, powered by foreign exchange rate swings and the inclusion of VideoIQ revenue. Avigilon's CFO...
By John Honovich - about 8 years ago (Info+)
One was a leader 20 years ago. The other a decade. Both have fallen far in recent years. The solution? Merge. Former analog mainstay Vicon and...
By John Honovich - about 8 years ago (Info+)
Avigilon's 2013 financial report and investor conference call gave insights into their current performance and future plans including timetable for...
By John Honovich - over 8 years ago (Info+)
Hot off doubling revenue, Avigilon has raised $69 million earmarked for 'general corporate purposes and potential strategic acquisitions.' Do they...
By John Honovich - over 8 years ago (Info+)
Which is more impressive? (A) This market is doubling in the next 5 years! (B) This market is growing an average of 14.87% per year Well, they...
By John Honovich - almost 9 years ago (Info+)
BRS Labs is one of the most ambitious companies in the surveillance market. While the company has aggressively touted its achievements, IPVM's...
By Ben Wood - about 9 years ago (Info+)
Avigilon has acquired RedCloud, an access control manufacturer, for $17 million in cash. This post will fill in with details over the next...
By Brian Rhodes - about 9 years ago (Info+)
Dedicated Micros most recent 2012 financials continue the tough trend the company showed in 2011 and for the past few years. Now, the former DVR...
By John Honovich - about 9 years ago (Info+)
Who says there is no money to be made in physical security? Evidently, they do not know the executives at non-profit security organization ASIS....
By John Honovich - over 9 years ago (Info+)
Last year, Pivot3 raised an additional $23 million to fund expansion. Now, the company is confirming doubling of revenue year over year and total...
By John Honovich - over 9 years ago (Info+)
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