US intelligence and security company ADT ALARM in February this year have announced their own in the first quarter and the 2015 report. From the reports point of view, either a quarter or a full year of revenue, an increase than the same period last year. US smart home overall market capacity How big? How smart home enterprise income? US smart home business in the end do not make money? Today, we have come to some of the data analysis of the above problems.

2015 market capacity of nearly 4.7 million average annual compound growth rate of 14-17%

From the information found so far, the 2014 US smart home market capacity reached 20.38 billion US dollars in 2015 to $ 46.97 billion. From 2014 to 2015 the market capacity to achieve a 130% growth, which is also from a side note, the smart home market capacity to achieve rapid growth, the industry has entered a rapid expansion period.

BUSINESS WIRE marketsandmarkets and for 14% -17% annual CAGR calculated 2016 smart home industry capacity will be between 535.4-549.5 billion in 2017 will reach between 610.3-642.9 billion in 2018 It will reach 695.7-752.2 billion.

United States 45% of people plan to buy smart home products or technologies in 2016

After reading the smart home market capacity, we look at the data on users. Coldwell Banker Real Estate Agents United States in January 2016 published an article on the Smart Home Survey reported.

Report, 45% of people plan in 2016 to invest in smart home; in humans do not use smart home technology, more than a quarter (27%) said they would in 2016 will be incorporated into the smart home their lives; the plan to buy smart home technology or products, one-third (36%) than people who do not consider themselves in advance to use; in smart home has purchased a product or a technology people, 70% said they will buy the second.

In the selection of smart home products, such as the installation of locks and alarm systems accounted for 63%, 63% temperature systems such as thermostats and fans, lighting systems such as light bulbs and lighting systems accounted for 58% of the security system such as fire / 56% carbon monoxide detectors and nightlight;

More than three quarters (76%) of people think that only a smart home system smart home products is not enough; 60% of people think that the family would need at least three broad categories of products to be considered intelligent smart home.

Although no specific user scale, but by this user survey, we can see the smart home product or system usage in the United States.

Income Nest, ADT, Alarm, and Time Warner Cable’s

From the smart home market capacity of consumer data usage, we saw the initial development of the smart home industry external environment. Next, we will look at how companies sell four intelligent home situation, if there is an increase in 2015 over 2014.

Nest: 2014 first quarter average monthly shipments reached 80,000 units

BI INTELLIGENCE made a Nest from the fourth quarter of 2011 to the first quarter of 2014 shipments FIG. From the fourth quarter of 2011 to 25,000 units in the first quarter of 2014, 2.4 million units, we see that there are two Nest rapid growth. One is the first quarter of 2012 to the fourth quarter, there is a second quarter of 2013 to the first quarter of 2014.

According to online statistics, in 2013 revenues of $ 119 million in 2014 revenues of $ 300 million a year more than doubled.

ADT: 2015 total revenue of $ 3.6 billion an increase of 5.9% over last year

2015 Annual Report as the nation’s largest security company ADT released in 2015 total revenue of $ 3.6 billion, an increase of 5.9% over last year, in 2014 total revenues of $ 3.3 billion. Pre-SAC EBITDA before special items increased by $ 83 million, to reach $ 2.2 billion, the proportion of total revenue reached 66.3%, an increase of 2.3% compared with $ 1.8 billion in 2014

First quarter report released in February show that 2016 first quarter total revenue of 900 million, net income was $ 64 million, Pre-SAC EBITDA before special items of $ 566 million, an increase of $ 8 million.

From the 2015 annual report published and ADT 2016 first quarter report, we see that in the intelligent home intelligent security products has become a very important part, which also confirms the Coldwell Banker consumer survey, select Security Products and the largest proportion of consumers system.

Alarm: 2015 total revenue of $ 208.9 million increased by 25% over last year

If ADT as the nation’s largest security company, may be related to the accumulation of long-term customer and market-related. However, we can see how this completely to the smart home smart home security system started last year’s performance situation.

2015 full-year revenue of $ 208.9 million, compared with $ 167.3 million in 2014, up 25 percent; in 2015 SaaS and franchise revenue for the full year $ 140.9 million, compared with $ 111.5 million in 2014, an increase of 26%; 2015 full-year net profit of $ 11.8 million, compared with $ 13.5 million in 2014, a decrease of 14%.

They also presented the 2016 projected revenue. 2016 full-year revenue is expected to reach $ 236 million -2.395 one hundred million US dollars between; 2016 annual SaaS and franchise revenue between $ 169 million -1.695 billion.

Alarm results show that the smart home security system is still very high value consumer fields.

Time Warner Cable: 2015 total revenues of $ 23.697 billion up 3.9% over last year

Although we can not know more precisely at 23.697 billion US dollars in revenue which is contributed by the intelligent home, we can predict the field of intelligent home can be considered a contribution to its own strength.

From all the above data, we can not be sure the US smart home business will certainly make money or not make money, but one thing is for sure, intelligent home for the enterprise market space and a lot of room for development, but also for consumers tremendous consumer space.

At the same time, we see that both are like Nest, Alarm as smart home business, or follow to join the same as the ADT field of intelligent home security companies, or, as Time Warner Cable channels such giants, are constantly looking for more opportunities involved in the field of intelligent home, hoping to find new business growth.