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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 REPORT ANALYZE TAKE
ACTION
0
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1000
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Copyright© 2013 Argus Insights, Inc.
Consensus
Morgan Stanley
Argus Insights
Estimate Based on
Social Metrics Apple’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 25 Fire Phone Launched
July 28 Argus Insights Blog
Predicts Failure
Sep 8 Amazon Drops Price
to 99 cents, Consumers Even
More Disappointed
Aug 26 Amazon 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 Insteon capture 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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Please contact us if you’d like to know more!
http://www.argusinsights.com Twitter: @argusinsights 1-877-992-7487 [email protected]