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Security & Protection  // Browsing posts in Security & Protection

Few Signs of Synergies, New Products from Johnson Controls/Tyco Merger (JCI)

Research Question: Is Johnson Controls gaining traction with its synergies and new products from the Tyco merger? Companies: EPA:SU, HON, IR, JCI, KRX:003550/003555, KRX:005930, LII, SIEGY, TYO:6367, TYO:6501, TYO:6503, UTX By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Johnson Controls International plc (JCI) is not seeing any sales success with […]

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Axon’s Body-Worn Camera Deal Will Drive Continuing Growth (AAXN)

Research Question: Will Axon’s camera deal shut down the competition and result in continuing growth? Companies: AAXN, AMZN, DGLY, DVMT, EPA:SAF, GOOG/GOOGL, HPE, LLL, MSFT, MSI, NTAP, TYO:6701, TYO:6752, TYO:7751 By: David Franklin Click here to download report (.pdf)   Summary of Findings Axon Enterprise Inc.’s (AAXN) one-year-free offer of a body-worn camera (BWC) and […]

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Gun Industry Has Low Sales, High Inventory; Rebound Unlikely Until Next Election (AOBC, RGR)

Research Question: How significant is the decline in gun sales brought on by the results of the presidential election? When will gun sales rebound? Companies: AOBC, CAB, RGR, SPWH, VSTO By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Firearm demand has dropped to nearly nothing since November when the election […]

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Johnson Controls Keeping Pace As Commercial HVAC Demand Builds (JCI)

Research Question: What is the current state of demand for applied commercial HVAC? Will Johnson Controls keep pace with its competitors in this sector? Companies: ABM, CBG, EME, HON, IR, JCI, JLL, KRX:003550/003555, KRX:005930/005935, LII, SIEGY, TYO:6367, TYO:6501, TYO:6502, TYO:6503, TYO:6702, UTX By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings […]

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Competition Continues to Gain on Taser’s Body Camera Market Dominance (TASR)

Research Question: Will Taser’s body camera and storage business continue to flourish despite its expensive products and increasing competition? Companies: AMZN, BOM:500530, DGLY, GPRO, HPE, HRS, IBM, LLL, MSFT, MSI, NTAP, SHE:002236, SHE:002415, TASR, TYO:6752, TYO:6758, TYO:7751 By: David Franklin Click here to download report (.pdf)   Summary of Findings Taser International Inc. (TASR) faces […]

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ADT Still Holding Off Others, DIY Looms As Next Threat

Research Question: Can ADT hang on to its share of the home security market as competition from cable/telecom companies and DIY products persists? Companies: AAPL, ADT, CKP, CMCSA, FTR, GOOG/GOOGL, HON, SWK, T, TWC, TYC, VZ Click here to download the report (.pdf)   Summary of Findings Ten of 16 sources reported rising overall demand for home […]

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ADT Still Holding Off Cable/Telecom, Pulse Performing Well, Commercial Success Unclear

Research Question: Will cable and telecom companies’ home security offerings materially affect ADT’s customer growth or attrition rate in the next six months? Companies: ADT, CMCSA, DTV, GOOG, TWC, TYC, VZ By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Cable/telecom home security offerings will not materially affect ADT Corp.’s (ADT) customer growth or […]

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ADT Retains Top Spot But Cable/Telecom Gaining Trust

Research Question: Are home security/monitoring solutions from cable and telecom companies causing a significant drop in ADT’s business? Companies: ADT, CMCSA, HON, T, TWC, VZ By: Mason Rudy Click here to download the report (.pdf)   Summary of Findings Blueshift Research’s survey of 120 U.S. consumers found that ADT Corp.’s (ADT) role as the most popular […]

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ADT Still Not Seeing Growth Despite Minimal Threat from Cable/Telco

Research Question: Are home security/monitoring solutions from cable and telecom companies causing a significant drop in ADT’s business? Companies: ADT, CMCSA, DTV, HON, SWK, T, TWC, TYC By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Cable and telco companies still are not a threat to ADT Corp.’s (ADT) existing customer base, according […]

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ADT Still Ahead of, Unaffected by Cable/Telco Competition

Research Question: Will new home automation and security offerings from cable and telecommunications companies erode ADT’s competitive position? By: Reverdy Johnson Companies: ADT, CMCSA, HON, T, TWC, UTX, VZ Click here to download the report (.pdf)   Summary of Findings Eighteen of 20 home security system dealer and installer sources said ADT Corp. (ADT) and other traditional security […]

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