IP Video Surveillance

In this Research Note, we examine the Mobotix video security business, based on their FY 2023 results, year ending 30 September 2023, Annual Report, FY 2024 outlook, May 2024 AGM Presentation, and our analysis of company strategy and position in the highly competitive video surveillance market. Mobotix 2022/2023 Financial Highlights Founded in 1999 and based […]

In this Research Note, we examine the Axis Communications video surveillance business. This analysis is based on Canon’s 2023 Results Presentation 30 January 2024, Axis Communications 2023 Sustainability Report, 22 May 2024, and Memoori analysis. Founded in 1984 with headquarters in Lund, Sweden, Axis Communications offers products and services for video surveillance and analytics, access […]

In this Research Note, we examine the Chinese video surveillance giant, Hikvision (Hangzhou Hikvision Digital Technology Co., Ltd) focusing on their 2023 financial results, 28th April 2024, 2023 Annual Report and Hikvision at a Glance, FY2023. Hikvision is a video surveillance provider founded in 2001 and headquartered in Hangzhou, China. The company employs approximately 40,000 […]

Three and a half years ago the world was only just coming to terms with the COVID-19 pandemic that was sweeping across almost every country. The global crisis shook the business world with industries facing unique challenges and opportunities. For the video surveillance sector, which had been growing steadily, the pandemic years have been turbulent […]

In this Research Note, we examine the Chinese video surveillance giant, Hikvision (Hangzhou Hikvision Digital Technology Co., Ltd) focusing on their 2022 financial results, based on their 2022 Annual Report and analyst reports. This article updates our previous analysis. Hikvision is the world’s largest manufacturer of video surveillance equipment. Established in 2001, the Company was […]

In this Research Note, we examine the Canon video surveillance businesses, incorporating Canon and Axis Communications network cameras, Milestone video management software, Arcules cloud services and BriefCam video analytics software. This analysis is based on the parent company 2022 financial results, investor presentations, Corporate Strategy conference 6th March 2023, Axis 2022 Sustainability Report, 29th March […]

The escalation of coronavirus cases in China has reminded technology markets around the world that the supply chain challenges of recent years may last longer than expected. The pandemic is not the only disruption and many in the smart buildings and physical security industries are being forced to reconsider their approach to supply chain resilience […]

Few technologies have been hyped as much as 5G. Even before the rollout of 4G, the hype began to build around its successor and projecting the transformative change that 5G would bring to almost every industry. In the physical security sector, 5G is being hailed as a game-changer for video surveillance and other security applications. […]