Video Analytics
US-China Trade War Continues To Polarize the Physical Security Market
December 6th, 2022Vitaprotech Physical Security Business and Financials Examined
September 19th, 2022
Convergint Security Systems Integration Business and Financials Examined
In this Research Note, we examine Convergint, the North American security systems integrator. This analysis covers the firm’s turnover development, ownership, its target vertical markets and global expansion strategy beyond North America. Headquartered in Schaumberg, Illinois, Convergint is a leading systems integrator that designs, installs, and services electronic security, cybersecurity, fire and life safety, building automation, […]
Irisity Video Analytics Business and Financials Examined
In this Research Note, we examine Irisity AB, a Swedish provider of AI-powered video analytics solutions. This analysis is based on their 2021 Annual Report, investor presentations, acquisitions and growth strategy. Irisity AB is a public company listed on Nasdaq First North Growth Market. Founded in 2006, the company serves customers in more than 90 countries with headquarters in Gothenburg, Sweden […]
Skyfii Occupancy Analytics Business and FY2022 Financials Examined
In this Research Note, we examine Skyfii, a Sydney-based Australian public company providing crowd analytics and occupancy management solutions to public venues and commercial properties. This analysis covers their latest financial results y/e 30 June 2022, vertical market focus, acquisitions and growth strategies. Skyfii completed an IPO (ASX: SKF) on the Australian Stock Exchange in 2014. The company positions itself as […]
SPACS: The 800-pound Gorilla in the PropTech Room
In the same week in July, two more special purpose acquisition company (SPAC) mergers in the smart building security space wrestled with this alternative IPO approach. First, Crown Proptech Acquisitions failed in their attempted merger with access control firm Brivo after the deadline passed before they were able to raise the funds required. Then, 5 […]
Alarm.com Connected Property Business and Financials Examined
In this Research Note, we examine Alarm.com, a US provider of physical security, intelligent automation and energy management solutions for the smart home and commercial real estate. This analysis is based on their 2021 and Q1-2022 financial results, 10K Report, investor presentations, M&A and diversification strategy. Alarm.com, founded in 2000, became a public company in June 2015 on Nasdaq under […]
Delta Building Automation Business and 2021 Financials Examined
In this Research Note, we examine Delta Electronics building automation business, based on their 2021 financial results, investor presentations, growth strategy and M&A. Delta Electronics is a Taiwanese manufacturer specializing in power and thermal management solutions. The group’s 2021 consolidated sales revenues were NT$314,671 million (USD 10.66 billion), an 11% increase as compared to 2020. The group has three reportable […]
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 […]
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