Future Of Bosch Security Products, Acre, And Wavelynx Under Triton Analyzed

****** *** **** ***** *********** ******** security **********, ******* **** *********** ** ****, ******* *********** ** ********, ***, **** ********,*** **** *********** ** ***** ******** Products.

**** ****** **** ** ******:

• **** ** *** ****** ** ***** Security *** *** ********* ***** ******?
• *** **** *** ***** ********** ***** today?
• **** ********* *** ********** ** **** each ****?
• ****, ** ***, ************ ***** **** sense?
• **** ****** ** ***** ****** ******** do ****?

Future ***** ********

** *** ******** ****, ** *** confident ****, ** ***** *** *** next *** *****, ***** ******** ******** will ** ****** ******** ** ***** (for ****** ** *****). ***** ******** is ************* **** ** *** ******* development (***** ** ***) *** ** do *** ****** **** ** ********** (which ** ********** ****). ****** **** not **** * ****** ** ********* down *********, ** ** ****** **** to ******* ******* ** **** **** done ******, ********** ** *** ***** few ***** (** **** **** ** fundamental *********** ******* ** ******** ***********).

**** ***********, ** ****** ****** ** make **** *********** ******* ** ***** three ** **** ** **** ******* to ************* **** *** ********. **** could **** *** ****, *** * counterexample ******.

Acre ** *** *******

*** **** *** ***** ** **** have **** ********** ***** ******'* *********.********** *** ****** *** / "*******,"*** ************** *** *************** ******* *** ***** later(*** *** *** *** ***'* ******* be *** ***** **** ****, ****).

****, ******, ************ *** ********, ** unlikely ** ********* *** ****** ** the ****** ***** ***** **** *** a ********** ** * ***** **** smaller ********* **** **** ********** **** a ***** ****** ** ****. ***** Security ** *** ****. ***** ** comprises **** ************, ***** **** *********** over ****** *****, ******** *** *********** problems ** *****-*****, ***** ************.

Management ********** *** ****** *****

*** **** ** *** **** *** former ***** ******** ********** **** ****** to ***** ******* ** * ** firm. ******, ** ** ****** **** Acre, ** *** *** ***** ********* performance *** ******** ***** ********** ******* who *** *** ********** ** **** goals. *** ******** *** *** ***** team ** **** ** *** *** historically **** *** ** * ****** business ** * ******-********** *** (******, Bosch ** *********** ***** ** * non-profit / ********** ************). ***** ***** may **** **** ** * ******** opportunity *** ** **** ** ********* for **** ** *********** **** *** adapt ** * **** **********, ********* plan **** ******.

Inserting **** **** ****** ***** ********

****** *** ****, *** ** ******* them, **** **** ****** ** *** all ***** ******** ******** ********* **********.

**** ****, ** ******, ** *** next ***** *****, ** **** **** significant *********** ***** ** ****** **** into *** ****** ***** ********. ***** Security *** * **** *** ****** tenure ********** **** *********** ** ********* numerous ******* ***** *** ***** * significant ****** ******* ********. **********, **** has **** ****** ******* ******* ***** yet ** ******* **** ********** ****** aggregating ****. ******* **** ****** ** the ****** ***** ******** ****** ****** problems.

*** ********** ** ********* ******* **** does *** ***** ** **** ** expect ****** ** ****** * ********* event *** **** ****** **** *** timetable *** ***** ******** (***** ****** acquired **** ****** **** ***** ****** this *** ***** ****). ******* ******** sources **** ********* **** ***** ** available ** ******** **** *** (****** the ******** ** ********** ***** ** how **** * ***** ** ******* to *** *** **** ** **** difficult ********** ******).

***********, ** ****** ****** ** *** to ******* **** *** **** *** it ** *** **** ** *** next **** ** *** (**, ********* for ****) ****'* ************ **** *** (see, *.*.,**** ******** ******* ****** (*** *********) ******** *** *********. ** **** point, *** *** ******** **** ** whether **** ******** * ****** ****** for ******* **** ** * ** (or ** *********) ** *********** ********* it **** *** ****** ***** ********.

Video ****

****** *** ******* ************* ** ** ********** ** ****** a ***** ************ ***********. ** ******* that **** ***** ***** ** ********** in ***** ***** ************ ***** **** could ********** *** ****** ***** ******** business.

Problem - ***** *** *********

* *** ******* *** *** ****** Bosch ******** ** **** ** ***** any ******** ***** ***** / ***** offering ****, **** *** ****** ******* turning ** ********** ** ************, *****'* analytics **** **** ** ************* ******* (and ** ********* ** *** *****, as ******* *** ****** **** ******* and *********** ******** ** ****.

** *** ***** ****, *** ******* is ***** *** **** *** ****-******* VSaaS ********* **** *** ********* ** price ****** / ********* **** ******* Equity ***** ******* ****** (** **** of ***** ********* **** ******* ****** valuations ** ************). ***** ** ********** precedent, ** ***** ****** ****** ** acquire * ******-**** ***** ******** **** has * ****** ******* ****-******** ********* return.

********

** ** *** *** ******** ***** combined **** *** ****** ***** ********, as ***** ** ********* **** *** end-to-end ********* ***** ******** *********** ** access ******* ***********. ********, ********'* ****** profile ** ********* **** ****** ****** radically ********* ** ******** *** ******* than **** *** *** *****. ********'* challenge **** ** ** ******* *** growth ****** **** *** *********** ***** implies.

Future *****

**** ***** ********* *** ***** ******* it ** *****, *******-********** ********** ******* an ************ **** ******** *** ********* well (*** *** ******* ***** ** cutting **** ** ********** ** *** some **** ** ***** *******). ** that ***, ** ******, *** ****** Bosch ******** ** **** * ******* position ***** ******.

*******, *** ***-***** *** * ****** of ***** ************* ******, **** ***** and ********** ** ********* ** ************* transform **** ******** *** ******* *** buyers ******. ******** ** ***** ***** customers **** ** ********** ****** **** the ****** ** * *****, **** is * ******* *********** **** *** incumbents **** ** *****.