Assa Abloy Revenue Declines Organically, Grows Acquisitions Q1 2024
Assa Abloy has made hundreds of acquisitions over the years, with 24 just last year. These acquisitions are helping significantly as Assa...
Assa Abloy has made hundreds of acquisitions over the years, with 24 just last year. These acquisitions are helping significantly as Assa...
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ADI and Snap One (formerly AV) are two of the biggest security / "smart living" distributors but have faced significant challenges. Now, in a...
Originally a non-profit, UL, formerly known as Underwriters Laboratories, now owns a publicly traded entity worth more than $5 billion in a rare...
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Last year's financial report showed Milestone's revenue surging while its profit plunged. This note examines, based on an interview with...
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Axon is becoming one of the biggest players in physical security, last week announcing results that beat projections and raising guidance for this...
A week after Evolv disclosed that it is under SEC investigation, the company announced its 2023 financial results and answered investor questions...
ADT went through major changes last year - selling off ADT Commercial (now Everon) and exiting the solar business after buying it for nearly a...
Seneca was one of the few specialist systems / server builders for the video surveillance market, but now its giant publicly traded company parent...
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When stocks crash, as Napco did six months ago, they normally never rebound or take years to fix problems. However, Napco has bucked this...
Everbridge's stock has plunged more than 80% over the last few years and now it has signed a deal to go private. We view this as a positive...
Carrier's access control businesses (LenelS2, Onity, Supra) have massive profit margins, doubling that of even very profitable security...
Turing AI emphasizes being a US company and is actively raising capital to grow, but with many product strategy shifts throughout its history,...
In a shock to the local security scene, ADI South Africa is closing down. South Africa has a large and competitive security market, boosted by...
Like Verkada, Samsara was founded by ex-Meraki leaders and sells hardware / software subscriptions for industrial applications. But, unlike...
Last year, Motorola acquired "Rave," a mass notification provider, adding it to its ~10 security acquisitions. Now, Motorola is essentially...
Napco's stock plummeted 40% three months ago, but now it has rebounded significantly, with its newest quarterly results, though far from...
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