Research from Water Tower Research, Water Tower Research

Water Tower Research

Water Tower Research is a leading equity research firm that provides research on micro, small and mid cap companies.

Water Tower Research was founded by Wall Street veterans after witnessing a fundamental shift in the investment research industry with the result being a declining knowledge base among investors, a lack of awareness and a shrinking pool of fundamental research being conducted on companies across the small-cap and micro-cap spectrum. The same issues are now increasingly occurring in the mid-cap space. This sea change within the investment community is impacting not only the companies themselves but also current shareholders and potential investors. With significantly less active sell-side sponsorship by Wall Street, a substantial information gap has developed between companies and various constituents in the financial community. The net result is fewer channels for insight and information to flow between companies and investors.

Research from Water Tower Research

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<ul><li>Surveillance is migrating from on-premise DVRs to cloud video-surveillance-as-a-service. </li><li>On-premise systems still hold 64% of the AI surveillance market, but cloud and hybrid deployments are the fastest-growing segment, expanding at a 22% CAGR as owners shift to platforms offering scalability, remote access, and lower infrastructure costs (Mordor Intelligence, AI Video in Surveillance Market, 2026).</li><li>Cloud-native providers like Cloudastructure, with no legacy on-premise base to defend, are positioned to capture the replacement cycle as aging analog and first-generation IP systems age out.</li></ul>

Surveillance is migrating from on-premise DVRs to cloud video-surveillance-as-a-service. On-premise systems still hold 64% of the AI surveillance market, but cloud and hybrid deployments are the fastest-growing segment, expanding at a 22% CAGR as owners shift to platforms offering scalability, remote access, and lower infrastructure costs (Mordor Intelligence, AI Video in Surveillance Market, 2026).Cloud-native providers like Cloudastructure, with no legacy on-premise base to defend, are positioned to capture the replacement cycle as aging analog and first-generation IP systems age out.

CSAI: Five AI, Surveillance, and Property Management Trends That Benefit Cloudastructure