VSaaS

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 […]

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 […]

Motorola Solutions has added another company to its growing portfolio of Security brands, this time with the acquisition of Ava Security, a vendor of cloud video surveillance and analytics. Terms of the deal were not released at this stage, but in keeping with previous Motorola acquisitions, they will probably be released in a future financial […]

Despite almost two years of challenges and uncertainty posed by the COVID-19 pandemic, the global physical security market has demonstrated a remarkable degree of resilience. The pandemic is reshaping the industry, turbo-charging certain emerging business models, whilst it also continues to make our societies safer; not just from the pandemic but also from crime and […]

There has been a steady transition towards cloud-based as-a-service business models for smart building services over the past decade. This gradual shift began to challenge long-established business models, relationships, and channels of distribution and was met with some resistance from certain segments of the industry. These cloud-based as-a-service business models require that manufacturers and systems […]

Over 18 months into the COVID-19 pandemic, and the global physical security market has demonstrated a remarkable degree of resilience, outperforming some other global technology markets and indeed beating our best-case scenario projection from last year. The pandemic is helping to reshape the physical security industry, turbo-charging certain emerging business models, whilst it also continues […]

Motorola Solutions continues its strategy of investing in its video surveillance and analytics business with the purchase of Envysion, a US physical security provider for the retail sector, for $124 million net of cash on 2nd November. Envysion’s loss prevention offering for quick-service restaurants, convenience, and specialty stores is a cloud-based solution. It integrates video systems […]

Our world report on the Physical Security Business 2020 -2025 shows that the industry in the last two years has faced serious challenges, none more so than the COVID-19 pandemic, but it has proved to be robust and will return to significant growth by 2025.   Major manufacturers will continue to increase their share of […]