Hikvision is one of the more significant of multiple Chinese surveillance customers for . Always been a meaningful segment for them. This is a big negative for them
From last earnings call. Very likely IMO Hikvision could be a 10% customer (they only disclose customers %s at the distributor level) #negative
Apparently applies to Dahua as well. This really seems very bad for
Bloomberg story saying both Hikvision and Dahua and must also include other smaller surveillance customers #ugly
Meant to attach this Bloomberg story #bad
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