Physical Security
The Open, Tech Agnostic, Horizontal Future of Building IoT Infrastructure
June 15th, 2022Alarm.com Connected Property Business and Financials Examined
May 31st, 2022
Motorola Solutions Continues Video Security Acquisition Spree in 2022
In this Research Note, we examine Motorola Solutions Video Security and Access Control business based on their Q1-2022 financial results, investor presentations and M&A. Our analysis of two recently acquired companies, Calipsa and Videotec, brings Motorola’s deal count up to eight acquisitions in this segment in less than four years. Motorola announced its Q1 results on 12 May 2022, […]
Senstar Technologies Business and 2021 Financials Examined
In this Research Note, we examine Senstar Technologies perimeter protection business, based on their 2021 20F financial report, earnings call, investor presentations, acquisitions and divestments, vertical market focus and our analysis of their market positioning. Senstar Technologies Ltd, a listed company on the US Nasdaq global market, based in Ramat Gan, Israel, is a provider of physical security hardware and software […]
Exploring M&A Trends in the Physical Security Market
The total annual value of mergers and acquisitions (M&A) in the physical security industry over the last 15 years has been very volatile. In the peak years there was always at least one major acquisition, often two, with a value of between $2 billion and $16 billion, exaggerating the contrast with low-M&A trough years. While […]
Beyond Video Security: Hikvision 2021 Annual Report Examined
In this Research Note, we examine the Chinese video surveillance giant, Hikvision (Hangzhou Hikvision Digital Technology Co., Ltd) focusing on 2021 financial results and the group strategy to broaden its remit beyond its video surveillance business, based on their 2021 Annual Report and Memoori analysis. Hikvision is the world’s largest manufacturer of video surveillance equipment. Established in 2001, the Company was listed […]
Johnson Controls Accelerates M&A Activity with Bolt-On Acquisitions
Johnson Controls has announced several bolt-on acquisitions in the last seven months to augment the group’s technology offerings in building management, fire detection and suppression, and physical security solutions. With six acquisitions to date since the start of their new financial year in October 2021, Johnson Controls is accelerating its M&A activity. Transactions in edge AI software, […]
The Legislative Balancing Act For Facial Recognition Technology
Is facial recognition good? It provides a reliable form of digital identification that does not require every user to have a smartphone or other authentication device. It removes the need for physical contact with shared biometric devices, such as fingerprint scanners, supporting virus mitigation efforts during the pandemic. By flooding our buildings and cities with facial […]
Canon Video Surveillance Business 2021 Examined
In this Research Note, we examine the Canon video surveillance businesses, incorporating Canon and Axis Communications hardware, Milestone video management software, Arcules cloud services and BriefCam video analytics software. This analysis is based on the parent company investor presentations, corporate strategy conference 7th March 2022 and Axis 2021 Annual Review and Sustainability Report. Canon video surveillance businesses are reported under the network […]
Laying the Infrastructure for Global Physical Security Market Growth
The pandemic recovery strategies of major economies around the world present huge opportunities for the physical security industry. Recent stimulus packages and investment programs provide a huge boom in infrastructure spending under a common approach of “Build Back Better”. A variety of major infrastructure projects launched by prominent governments, in the wake of the COVID-19 […]