ADI South Africa Closing Down
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...
By Charles Rollet - 5 months ago
Financial updates (280)
Displaying 'Financial Updates' tags 26 - 50 of 280 in total
Samsara Stock Soars 25%, Breaks $1 Billion ARR
Like Verkada, Samsara was founded by ex-Meraki leaders and sells hardware / software subscriptions for industrial applications. But, unlike...
By Angelique Chen - 5 months ago
Motorola Raves About Rave's Financial Performance
Last year, Motorola acquired "Rave," a mass notification provider, adding it to its ~10 security acquisitions. Now, Motorola is essentially...
By John Honovich - 6 months ago
Napco Stocks Soar, Rebound From Accounting Errors Incident
Napco's stock plummeted 40% three months ago, but now it has rebounded significantly, with its newest quarterly results, though far from...
By Angelique Chen - 6 months ago
ADI Financial Problems And The Case For Breaking Up Resideo Analyzed
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By John Honovich - 6 months ago
ADT Hurt By Solar Deal, Cuts Costs Steeply (Q3 2023)
Just a few months after divesting its commercial business for $1.6 billion, ADT has admitted major problems in the $800 million it spent acquiring...
By Angelique Chen - 6 months ago
CDW Sales Down Due To Weak Commercial Spending (Q3 2023 Examined)
CDW's net sales downturn continues amid a cautious spending environment, but its cloud and SaaS-based solutions sales are growing and contributing...
By Angelique Chen - 6 months ago
RaySharp Revenue, Profits Drop (Q3 2023 Analyzed)
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By Charles Rollet - 6 months ago
Dahua Q3 2023 Financials Analyzed
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By Charles Rollet - 6 months ago
Verkada Raises $100M More, IPO Preparation Analyzed
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By John Honovich and Mert Karakaya - 7 months ago
FTC Dismisses Complaint Against Axon After Supreme Court Sides With Company
While the FTC's decision closes the Axon-Vievu acquisition and boosts Axon's position in the body camera market, Axon still faces regulatory risks...
By William Howard-Waddingham - 7 months ago
Bosch Considering Selling Security Business, Claims German Business News (Analyzed)
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By John Honovich - 7 months ago
Carrier Seeks Few Billion Dollars For Fire & Security, Will Partially Spin/Split/IPO
Carrier is progressing on its plan of divesting its fire and security businesses, sharing what it hopes to be paid and adding that it will spin,...
By John Honovich - 8 months ago
RMR Multiple Steady But Banks More Stringent, Says Kelly Bond
Alarm monitoring business' valuations stayed the same in the past 2+ decades, but banks are now getting more stringent, Kelly Bond, partner at...
By Angelique Chen - 8 months ago
ADT CEO Admits Investors Were "Screaming" For Them To Cut Debt
ADT's sudden reversal last month, divesting its commercial business for $1.6 billion, after years of touting it as a "unique growth opportunity",...
By John Honovich - 8 months ago
How Higher Interest Rates Are Impacting Alarm Companies, Says Barnes Associates
Surging interest rates are significantly impacting home sales and VC investments but what about its impact on security companies that rely on debt...
By Angelique Chen - 8 months ago
Napco Execs Explain Restatement, Address Stock Price Plunge
Last week, Napco's stock price plunged amid fears of fraud. Now, Napco's executives have addressed the restatement that triggered this. Were these...
By John Honovich - 8 months ago
Uniview H1 2023 Financials Analyzed - Declines in PRC, 'Significant Increase' Overseas
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By Charles Rollet - 8 months ago
Dahua Q2 2023 Financials Analyzed - PRC Sales Recover, Overseas Growth Problems
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By Charles Rollet - 8 months ago
Ubiquiti Stock Partially Rebounds After Spring Slump, FQ4 2023
Ubiquiti's stock dropped more than 30% in May after its earnings release but partially recovered on Friday after releasing its latest...
By Angelique Chen - 8 months ago
James Rothstein Speaks On Investing in Integrators
After two decades as an executive at the industry's largest distributors, including ADI and Anixter, James Rothstein is now an operating partner...
By Angelique Chen - 9 months ago
ASIS Board Politely Firing CEO Peter O'Neil
The Board of Directors of ASIS is politely firing CEO Peter O'Neil as the nearly 70-year-old organization faces financial and operational...
By Angelique Chen and John Honovich - 9 months ago
Hikvision Q2 2023 Financials Analyzed - "Weak" PRC Recovery, Developing Countries Grow
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By Charles Rollet - 9 months ago
Napco Stock Plummets As Fears Rise About Fraud
Niche NY security manufacturer Napco's stock has quietly quadrupled over the years, but now a new financial filing from the company has caused the...
By Angelique Chen and John Honovich - 9 months ago
Evolv Raises Guidance, Stock Jumps, Q2 2023 Financial Results Examined
Evolv's stock jumped ~29% after the company raised its 2023 full-year guidance for the second time this year. Inside this note, we examine...
By Angelique Chen - 9 months ago
