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▶ 41:36 · $LOW · Lowe's shrink falls by an order of magnitude with Flock

episode shorts · 3

Three reasons why drones change policing

How Flock tracks homicide suspects

Why crimes go cold

now playing · $LOW

$FLOCK-SAFETYbullish· high· posgarrett langley

Flock Safety hits $500M ARR covering 50%+ US population with camera+dronenetwork

Flock has built a dominant public safety platform with 6,000+ city contracts, ~$500M ARR growing from zero in 7 years, profitable core business generating hundreds of millions in…

$LOW···bullish· mediumgarrett langley

Lowe's shrink falls by an order of magnitude with Flock

Langley said Lowe's, a Flock customer, reduced shrink by an order of magnitude to the point that it is no longer a material problem.

$HIKVISIONbearish· mediumgarrett langley

Chinese state-subsidized Hikvision undercuts Western public safety vendors on price, raising data sovereignty concerns

Hikvision, described as a CCP subsidiary, bid ~10x lower than Flock for a Mexico City-scale deal because of federal subsidies. The Mexican government chose Hikvision despite data…

$MSI···neutral· mediumgarrett langley

Motorola Solutions ($90B market cap) dominates land-mobile radio and is aggressively consolidating public safety tech with 40 acquisitions in two years

Motorola is the 120-year-old incumbent with ~80% global landmass radio share. They are the largest competitor across every Flock product line and are using their distribution adva…

$AXON···neutral· mediumgarrett langley

Axon at $40B market cap is Flock's primary public competitor across cameras, body cams, and evidence management

Axon (formerly Taser) went public in 2005, rebranded in 2012-2015, acquired body cam vendor for NYPD contract, now competes directly with Flock on fixed license-plate readers and…

$WDC···bullish· lowgarrett langley

AI data-center buildout drove 3-4x spot price surge for SanDisk NAND, signaling memory supply chain tightness

Flock's supply-chain team saw a critical SSD component jump 3-4x in price when a hyperscaler (likely Apple/Samsung) placed a massive order for AI servers. Western Digital stock su…

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