Computer Vision
Geutebrueck Sells to IBEX: €23m Video Specialist Times Its Exit
August 28th, 2026Axis Communications Delivers 17% Revenue Growth
July 27th, 2026
Hikvision 2026 Outlook: Can the Video Surveillance Leader Reignite Growth?
In this Research Note, we examine the Chinese video surveillance giant, Hikvision (Hangzhou Hikvision Digital Technology Co., Ltd.), focusing on its strategic shift, business organization, and 2025 results, based on its Annual Report and Investor Presentation in April 2026. This article updates our previous coverage of the company in May 2025. Hikvision Profile & Strategy […]
Motorola: How 10 Years of Acquisitions Built a Security Powerhouse
This Research Note examines the acquisitions and investments that Motorola Solutions has completed over the last 10 years in the physical security space, the most recent of which was its entry into the counter-drone market in June 2026. This article is intended as a non-exhaustive indicator of Motorola’s strategic direction, identifying the physical security technologies […]
Computer Vision 2026: Does Video Surveillance have a Smartphone Blindspot?
In 2011, a San Francisco startup called Prism Skylabs took the stage at TechCrunch Disrupt with a new idea: plug into a retailer’s existing video surveillance cameras and use computer vision to analyze foot traffic, dwell time, and queue lengths. Turn security footage into business intelligence. Move cameras from a cost center to a profit […]
SenseTime’s 33% Revenue Growth and First Positive EBITDA Since Listing
This Research Note examines the Chinese AI and computer vision company, SenseTime. We highlight 2025 results by business segment, based on their 2025 annual report announcements and investor presentations. This article updates our previous coverage of SenseTime in April 2025. SenseTime 2025 Financial Highlights For the full year of 2025, the Group’s total revenue increased by […]
XY Sense Review: Key Developments Shaping the Company 2026
This Research Note examines the Australian workplace sensor firm, XY Sense. We assess their development over the last 6 years, expansion in the UK, India, and the United States, before presenting the latest findings of their global Workplace Utilization Index and our view of the company. XY Sense Profile Co-founded in 2016 by Serraview co-founders, […]
Technis Acquires Videtics & E-NNO: Pushing Into Smart Building Analytics in 2026
This Research Note examines the development of Technis, a Swiss startup which has undergone several pivots, transitioning from smart tennis courts to smart flooring before shifting to a multi-disciplinary, unified space intelligence platform, spanning people flow, safety, and energy optimization. We draw on commentary from a July 2025 podcast, “The Pivot that Makes or Breaks […]
Verkada’s New Funding: 30k Customers Power $5.8Bn Valuation
This Research Note reviews the 3rd December 2025 investment by CapitalG, the Alphabet (Google) venture capital arm, in Verkada, a startup provider of video security systems for businesses and schools. We comment on the progress of the firm, highlighting its plug-and-play cloud-native model, and provide our view on its development to date, including its funding […]
Dahua Navigating 60% Profit Decline and Strategic Shift After US Divestiture
This Research Note examines one of the leading video surveillance companies in China, Dahua Technology, based on their 2024 ESG Report, April 2025, 2024 financial results, and their SemiAnnual H1 2025 report, 16th August 2025. We explore their business segments, innovative businesses, corporate strategy, and 2024 financial highlights before assessing their global position, while facing […]
Next Page