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Do You See What I See, Consumer Response to IoT Security Cameras, Cat Watching

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Do You See What I See? Consumer Reactions to Security Cameras in Home Automation
Transcript

Do You See What I See?

Consumer Reactions to Security Cameras in Home Automation

Page 2© 2014 Argus Insights, Inc. Confidential: Do Not Distribute Page 2© 2014 Argus Insights, Inc. Confidential: Do Not Distribute

We Analyze the Internet of Humans

COLLECT REPORTANALYZE TAKE

ACTION

0

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1000

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Qtr1 Qtr2 Qtr3 Qtr4 Qtr1 Qtr2 Qtr3 Qtr4 Qtr1 Qtr2

2011 2011 2011 2011 2012 2012 2012 2012 2013 2013

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Copyright© 2013 Argus Insights, Inc.

Consensus

Morgan Stanley

Argus InsightsEstimate Based on Social MetricsApple’s Actual Q2

• Mobile Phones• Home Automation (IoT)• Consumer Electronics• Wearables• Telecom Component Suppliers• Enterprise Software• CPG and more!

Beat Wall Street

Estimates of iPhone

sales almost every

quarter for three years

Page 3© 2014 Argus Insights, Inc. Confidential: Do Not Distribute Page 3© 2014 Argus Insights, Inc. Confidential: Do Not Distribute

Argus Insights metrics provide early warning of success and failure

July 25Fire Phone Launched

July 28Argus Insights Blog

Predicts Failure

Sep 8Amazon Drops Price

to 99 cents, Consumers Even

More Disappointed

Aug 26Amazon only sells 35k in first 25 days

Page 4© 2014 Argus Insights, Inc. Confidential: Do Not Distribute Page 4© 2014 Argus Insights, Inc. Confidential: Do Not Distribute

Dominant Players Are Not The Most Delightful To Consumers

• Dropcam, ArcSoft and Netgear are delighting customers the most

• D-Link controls most of the mindshare but is not delivering on the promise to consumers

• Belkin is the lowest ranked major brand

• Mi Casa Verde is the most disappointing camera on the market today

Page 5© 2014 Argus Insights, Inc. Confidential: Do Not Distribute Page 5© 2014 Argus Insights, Inc. Confidential: Do Not Distribute

High Demand Over The Summer, Dropping And Slowly Ramping Again

• Summer growth driven by D-Link, Foscam and a bit by Dropcam

• Dropcam commands a surprisingly light mindshare given Google’s acquisition

• Lowe’s Iris and Pro Installer Brand Insteoncapture little attention within this crowded market

Page 6© 2014 Argus Insights, Inc. Confidential: Do Not Distribute Page 6© 2014 Argus Insights, Inc. Confidential: Do Not Distribute

D-Link Losing Mindshare while Foscam, Belkin, Samsung and ArcSoft gain

• ArcSoft’s Simplicam has been the growing leader over the fall

• D-Link’s connectivity challenges push frustrated users to other devices

• Dropcam is surprisingly consistent, neither gaining nor losing

• Room for new entrants as market accelerates into 2015

Page 7© 2014 Argus Insights, Inc. Confidential: Do Not Distribute Page 7© 2014 Argus Insights, Inc. Confidential: Do Not Distribute

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Page 8© 2014 Argus Insights, Inc. Confidential: Do Not Distribute Page 8© 2014 Argus Insights, Inc. Confidential: Do Not Distribute

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Page 9© 2014 Argus Insights, Inc. Confidential: Do Not Distribute Page 9© 2014 Argus Insights, Inc. Confidential: Do Not Distribute

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Page 10© 2014 Argus Insights, Inc. Confidential: Do Not Distribute Page 10© 2014 Argus Insights, Inc. Confidential: Do Not Distribute

Page 11© 2014 Argus Insights, Inc. Confidential: Do Not Distribute Page 11© 2014 Argus Insights, Inc. Confidential: Do Not Distribute

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Page 12© 2014 Argus Insights, Inc. Confidential: Do Not Distribute Page 12© 2014 Argus Insights, Inc. Confidential: Do Not Distribute

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Page 13© 2014 Argus Insights, Inc. Confidential: Do Not Distribute Page 13© 2014 Argus Insights, Inc. Confidential: Do Not Distribute

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Page 14© 2014 Argus Insights, Inc. Confidential: Do Not Distribute Page 14© 2014 Argus Insights, Inc. Confidential: Do Not Distribute

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Page 15© 2014 Argus Insights, Inc. Confidential: Do Not Distribute Page 15© 2014 Argus Insights, Inc. Confidential: Do Not Distribute

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Page 16© 2014 Argus Insights, Inc. Confidential: Do Not Distribute Page 16© 2014 Argus Insights, Inc. Confidential: Do Not Distribute

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Please contact us if you’d like to know more!

http://www.argusinsights.com Twitter: @argusinsights1-877-992-7487 [email protected]


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