

Business Partnerships

Targeted Impact

Who Will Benefit?

What Comes Next?

The physical security industry is evolving toward comprehensive cloud-managed platforms, with market leaders Verkada and Rhombus offering fully integrated ecosystems spanning video, access control, sensors, and alarms. Mid-tier players like Coram AI and Avigilon balance integration with specialized excellence in video analytics. Single-service specialists like Axis Communications and Brivo maintain market share through superior performance in their core offerings. AI capabilities and cybersecurity have emerged as critical competitive differentiators across the spectrum, regardless of solution breadth.
Over the last 90 days, shares returned -6.86%, with $0.5M in secondary bids, offers, and transactions activity, according to PM Insights' secondary market data.
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