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Revolution Lighting Technologies, Inc. Message Board

  • wanna_million wanna_million Sep 28, 2013 11:08 AM Flag

    LED Competitors

    Philips uses a design/installation approach for Gas stations/Convenience stores, No financing details were included on their marketing literature:

    Turnkey retrofit lighting
    solutions with fast payback
    With Philips, you have all you need to drive up energy savings and brand appeal.
    Our energy services team can provide the following to you:
    • Retrofit lighting design plan for your complete gas station.
    • Selection and installation of our most optimal energy-saving products.
    • Proper disposal/recycling of your obsolete lighting systems.
    • Maximum applicable tax, rebate and EPAct incentives.
    • Cost segregation measures for accelerated depreciation.
    • Guaranteed payback.
    • Service simplicity through one point of contact

    \\ Low-energy lighting…
    Just where you need it,
    when you need it
    • Why pay for full-power light when nobody is
    there? Available dimming driver and standalone
    programmable dimming light output when no
    motion is detected.

    Convenience
    store lighting
    Attractive from the outside, designed to encourage impulse purchases on
    the inside, our lighting solutions can put visitors in a buying mood and still
    keep your energy bill at its lowest.
    Good lighting sells more
    Lighting can create an inviting ambience that attracts shoppers, so it’s a key consideration in any
    gas station store. Optimizing your convenience store with superior lighting encourages impulse buying
    of high-margin items. Our comprehensive range of products and lighting design support services
    provide you with a tailor-made solution that can increase sales and reduce energy consumption.

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    • lighting as a service....Isn't that RVLT's strategy, too?

      Philips Lighting Sales up 8%; "Hunting" for Long Term Service Contracts
      added by EdEdison 6 days ago

      AMSTERDAM — Royal Philips NV, the world's biggest lighting maker, said Tuesday it sees a brighter future in selling lighting "as a service" to businesses rather than individual lamps to customers, as it reported a rise in fourth quarter earnings.

      Despite an upbeat review of the company's performance, CEO Frans van Houten said he is "cautious" heading into the new year, given a "softer order intake" in the fourth quarter amid uncertainty in emerging economies.
      Tags:

      • 1 Reply to wanna_million
      • Philips Introduces 'Lighting as a Service'

        01/23/2014
        SustainableBusiness News


        Washington, DC is following in the footsteps of a bunch of cities that have – or are in the process of – switching their lighting to LEDs. But unlike the other cities, Washington isn’t paying the high costs of making the switch – it is taking advantage of Philips Lighting's (which manufactures the LEDs) first foray into offering a “lighting as a service” model.

        While the model is commonly used to finance building retrofits, it hasn’t been used for lighting. Philips will pay the upfront costs of installation and be compensated through a performance contract – the energy savings the retrofit produces.

        In Washington, DC, Philips will upgrade over 13,000 lighting fixtures in all its parking garages at no upfront cost to the city and provide a 10-year maintenance contract. Philips will get paid from the $2 million in savings the LEDs are expected to provide each year. The project starts this spring and will take about a year.

        The bulbs will automatically adjust based on the amount of natural light that’s available and software will alert Philips when repairs are needed.

        “With digital lighting systems, we really need to break with conventional thinking and look to the services and delivery models of the software industry to understand the future of lighting and how we can remove one of the greatest barriers to adoption: the upfront costs,” says Bruno Biasiotta, CEO of Philips Lighting Americas.

        A survey of 300 mayors released this week shows that switching to LEDs is a high priority (82%), second only to public building retrofits (86%). LEDs and other energy-efficient lighting are the "most promising technologies" for reducing energy use and carbon emissions, they say. The most significant barriers are budget constraints (84%) and upfront costs (71%).

        Even with these barriers, 23% of mayors say they will continue on their course of increasing efficiency, and 67% plan to inv

    • CHANGING MARKET

      Shares in Osram have roughly doubled in value since Osram's stock market debut on July 8, suggesting investors have faith in the company's ability to turn around its business but there are still challenges ahead.

      Semiconductor-based LED (light-emitting diode) technology is rapidly gaining in popularity as it is more energy efficient, longer-lasting and more flexible in its design than traditional types of lighting.

      But the technology shift has caused a market shake-up as new competitors such as South Korea's Samsung Electronics and Japan's Toyoda Gosei grab market share from the incumbents in the lighting market - Philips, Osram and General Electric.

      Osram, the top supplier for automotive and display lighting, and its peers have been racing to snap up a share of the changed market, causing a steady slide in prices.

      According to IHS, the average retail price of LED lamps fell 11.8 percent in 2013, though Osram finance chief Klaus Patzak said on Wednesday he had seen the price decline across the company's range of products slow in its first quarter.

      Osram now generates a third of its revenue with LED products, though according to analysts at JP Morgan its LED business still grew more slowly than that of peers like Philips, U.S.-based Acuity and Austria's Zumtobel.

    • Write up about RVLT earnings release and other competitors:

      LED Lighting Maker Revolution Lighting Lights it Up Today

      November 8, 2013 by Paul Ausick
      LED bulbs
      Source: Thinkstock
      Among the long list of “next big things” one of the stalwarts has been LED lighting. It’s one of those technologies Yogi Berra might have had in mind when he said, “The future ain’t what it used to be.” The odd thing is that LED lighting has long seemed to have its future ahead of it, so to speak, but the industry has always stopped just short of reaching it.
      Without making too much fuss over a small-cap stock, Revolution Lighting Technologies Inc. (NASDAQ: RVLT) is seeing its share price rise by nearly 25% today after reporting results this Friday morning. Yahoo! Finance does not have any estimates for the company, but Revolution posted an operating loss of $3.1 million in the quarter, more than four times worse than its loss in the same period in 2012. Even with adjustments Revolution’s operating loss totaled $1.8 million.

      Ah, but the future, the future. In early October the company raised its guidance, saying it expected to double pro forma revenue to $35 million in 2013 and to hike gross margins to 35% or higher in each of the next three years. The stock jumped 40% that day and pulled other LED lighting makers with it.

      Cree Inc. (NASDAQ: CREE) stock was upgraded to Buy that same morning by analysts at Canaccord Genuity and the firm put a new price target of $80 on the Cree’s shares. The company had recently introduced a new generation of LED light that it said is 78% smaller than a previous design yet packs the same performance punch.

      Just a week earlier SemiLEDS Corp. (NASDAQ: LEDS) said that it had received a delisting notice from Nasdaq for failing to maintain a share price of at least $1 a share. The company also faced several class action lawsuits as earnings tanked after a dramatic run-up in April. Shares rose nearly 15% after Revolution’s October announcement.
      Revolution today affirmed its earlier guidance and said that it expects organic revenue growth of about 50% in 2014, with gross margins of 35% and adjusted EBITDA margins of 15%. Revenues in the third quarter were up about 300%, most of which was attributed to acquisitions the company made earlier this year. And Revolution now says it is transitioning from the low-price, low-margin consumer retail market and going after the fast growing commercial, industrial, and municipal markets where margins are higher.

      One bit of good news brightens up the whole LED sector. Shares of Revolution Lighting are up 22% about an hour before markets close today at $3.29 in a 52-week range of $0.46 to $5.50.

      Cree’s shares are up about 1% at $56.22 in a 52-week range of $29.38 to $76.00, and SemiLEDS shares are up about 10% at $1.13 in a 52-week range of $0.60 to $2.44.

    • IPOs in LED business are being planned...ie US Lighting below. This will bode well for the sector value:

      There at the start
      General Electric helped to create the modern LED in the 1960s, but Mary Beth Gotti, manager of the GE Lighting & Electrical Institute at Nela Park in East Cleveland, said interest in the technology has increased in the past 10 years. And in just the past three to five years, there has been more widespread usage and adoption of LED technology.

      Today, there are LED-based lighting options for almost every application, Ms. Gotti said, from parking lot lights to home holiday lighting. At the start of October, GE announced plans to introduce six new LED light bulbs in the next four months, including low-cost 40- and 60-watt replacement bulbs.

      While GE makes a variety of lighting products and can work with customers to find the best use for each, LED technology eventually could replace everything else, she said.

      “It really is a game changer,” Ms. Gotti said.

      Mr. McGowan of the American Lighting Association said the lighting industry is “a very different industry now than it was a year or so ago.” He cited different types of companies — such as electronics companies Samsung and Toshiba — getting in on new uses for LED lighting.

      Locally, US Lighting in Mentor is a business created to capture a portion of the growing LED lighting market. US Lighting makes 4- and 8-foot LED lights that could replace traditional lights such as fluorescent bulbs in commercial use. President Paul Spivak said many companies are trying to enter the LED business, and those that offer the best products, prices and warranties will thrive.

      Mr. Spivak has been in the LED business for decades through his other company, Intellitronix Corp., which makes LED digital gauges for vehicles. When he saw that white LEDs were entering the market, Mr. Spivak said he thought the lighting business was a logical progression. He started US Lighting about two years ago. Mr. Spivak said he is in the process of taking the company public, and he declined to share annual revenue.

      US Lighting offers 20-year warranties on its lights, and Mr. Spivak said its patent-pending technology recently was approved by the DesignLights Consortium, which he described as similar to the Energy Star program for commercial and industrial markets. The certification allows customers to receive government or utility credits or rebates for the bulbs, Mr. Spivak said, lowering costs.

      The company, which makes all its lights in Mentor, has about 15 employees now. Mr. Spivak said he expects to need up to 100 employees by spring 2014. He expects demand for the lights to go up now that the DesignLights Consortium certification — and the savings customers can receive because of it — has gone through.

    • LYTS reported good earnings on 10/24...here are some encouraging comments about LED:
      Company Comments

      Robert J. Ready, Chief Executive Officer, commented, "I am pleased to report that the main two economic engines of our business, the Lighting and Graphics Segments, experienced strong growth during the first quarter of the new fiscal year. Lighting sales to niche markets and national accounts increased over 8%, while sales to the commercial/industrial market increased nearly 18%. The Graphics Segment achieved an impressive sales increase of over 30% during the first quarter of this year as compared to the same period of the prior year. With the first quarter of fiscal 2014 just completed and the start of the second quarter well underway, I can report to you that I am very excited and optimistic about both the short-term and the longer-term growth prospects for LSI Industries. Barring any major unforeseen events, fiscal 2014 is anticipated to be a good year.

      "The first quarter started strong and continued to build momentum throughout the period. New order entry and product shipments have continued to grow during the second quarter-to-date, driven by our highly successful new product introductions. In the last few months we have introduced the Sterling(TM), AeroMax(TM), Crossover(R) Legacy(TM), Scottsdale(R) Legacy(TM) and XLPG products. All of these new lighting fixtures are based on solid-state LED lighting technology.

      "Currently, approximately 40% of our total volume of lighting products utilize LEDs. We are a leader in this important and rapidly growing transformational lighting technology. LED-based lighting is without a doubt changing the lighting landscape and LSI Industries is very well-positioned to benefit from this trend. We will continue to focus our research and new product development activities in the LED space. We will be making investments in new manufacturing capabilities to meet the demand for our solid-state LED products. Our mission is to be re

      • 2 Replies to wanna_million
      • One of many orders that LYTS didn't receive. "Cree Interior and Exterior LED Lighting Transforms Michael Jordan Nissan"

        Sentiment: Strong Buy

      • LYTS continued:
        . Our mission is to be recognized as the leader in designing, engineering, manufacturing, controlling, and supporting solid-state LED lighting products.

        "LED lighting products for interior applications continue to receive increased attention as business establishments convert from traditional fluorescent lighting. Here, LSI Industries is focusing on this opportunity and will be introducing additional LED-based product families for interior lighting applications. Our goal is to become a leader in the interior lighting market just as we are in the outdoor lighting market. You can expect to see a series of new product announcements beginning later this quarter. We believe this combination of exterior and interior LED lighting products, combined with our world-class graphics and LED video display products, will give LSI Industries a unique and strong competitive advantage in this dynamic growth industry.

        "The move to LED lighting is taking place not only in the United States but internationally as well. Our recently introduced Legacy product line and related area lighting products were instrumental in winning a petroleum re-imaging project that will, when completed, result in upgrading over 250 facilities located in over 11 countries. Currently, over 8% of our total lighting revenues come from international sources. In addition, through our association with LSI International Corp. (an independently owned unaffiliated company), we are positioned to receive sales for LED lighting products as well as for components and electronic systems for the control of LED video systems. LSI International, which serves primarily Middle Eastern and European markets, has particular expertise in integrated LED video systems applicable to commercial buildings and entertainment productions.

        "Finally, with regard to our lighting business, we continue to see progress and strong contributions from our specification-grade independent representatives who joined LSI Industries earlier in the year. This progress is being driven in large part by our extensive LED knowledge base and related product offerings. Our integration of advanced communications products to control lighting is also moving forward as we support the operations and management of Virticus, which we acquired in March of 2012. Our recently introduced Sterling (XSB) LED area light is available with the LSI Virticus integrated wireless control and information systems. The luminaire, complete with controls, is designed and manufactured in LSI's US facilities.

        "Our graphics business, a key part of our fundamental and long-term strategy of promoting the concept of lighting + graphics = image, is experiencing much improved operating results. Sales for the first quarter increased over 30% and operations contributed to overall profits. We are confident that the graphics group will report profitable and improved operating results during the second quarter and remainder of fiscal 2014. This swing from losses in fiscal 2013 to profits in fiscal 2014 will have a very positive impact on our earnings. Our graphics management team has had a number of recent "wins" with national retail accounts. The mood of retail imaging appears to be improving somewhat and we are busy quoting a number of attractive new graphics opportunities.

    • re: LED signage segment:

      Madison Square Garden unveils design for GardenVision centerhung multimedia display from Daktronics

      Date Announced: 25 Oct 2013

      Serves as Centerpiece of MSG’s New In-Arena LED Video Display System

      BROOKINGS, S.D. – Madison Square Garden has unveiled the designs for the Arena’s new state-of-the-art, one-of-a-kind, centerhung multi-meida display. The display will serve as the centerpiece of The Garden’s brand-new LED video display system, known as GardenVision, which will debut on October 25 as part of the third and final phase of The Garden’s unprecedented, $1billion, three-year Transformation. This cutting-edge system, manufactured by Daktronics (Nasdaq – DAKT) of Brookings, S.D., will include more than 20 individually produced LED displays, providing fans with an enhanced visual experience while at The World’s Most Famous Arena.

      “With the completion of our historic Madison Square Garden Transformation, The World’s Most Famous Arena has also now become the world’s most state-of-the-art arena, ensuring that we continue our tradition of providing our fans with the very best experience possible when they attend an event at The Garden,” said Hank Ratner, president and chief executive officer, The Madison Square Garden Company. “Among the many new technological advancements in the Arena is our new one-of-a-kind GardenVision system, featuring the industry’s most dynamic multi-media display with a unique circular design and stunning image clarity, guaranteeing fans all around the Arena will get to experience the magic and excitement of The Garden up-close and in high-definition.”

      About MSG’s Garden Vision Multi-Media Display:
      - The four main video displays measure 15.7 feet tall by 28 feet wide. Directly above those displays are four auxiliary video displays measuring more than 6 feet tall by 29 feet wide.
      - The corners of GardenVision contain four curved displays matching the height of the main video displays and four more curved displays matching the height of the auxiliary displays to create a full circular video board.
      - The inside bottom screens will provide up-to-the-minute statistics, game information, as well as replays.
      - The top of GardenVision contains an ID ring consisting of a backlit LED panel that is more than 2 feet tall and circles the entire top of the structure.
      - In addition, internal structural accommodations in GardenVision for Wi-Fi, IT and broadcast equipment will improve Wi-Fi coverage throughout the Arena, provide new unique and compelling camera angles for MSG Network and is set up for future technological advances.
      - The board can be lowered and expanded for different events.

      Madison Square Garden’s new video display system was developed and installed by Daktronics, the world's industry leader in designing and manufacturing electronic scoreboards, programmable display systems and large screen video displays.

      • 1 Reply to wanna_million
      • Wow...Daktronics is a private company...look at their growth...especially once they starting making LED displays in 2001:

        1977 Sales reached $1 million [
        1986 Sales Surpass $10 million
        2000 Sales surpass $100 million
        2001 Daktronics installs its first LED video display in Times Square for TDK Financial Services Firm
        2004 Sales surpass $200 million
        2006 Daktronics sales surpass $300 million

        Daktronics is an American company based in Brookings, South Dakota that designs, manufactures, sells, and services video displays, scoreboards, digital billboards, dynamic message signs, sound systems and related products. The company is best known for its electronic LED displays. Founded in 1968 by two South Dakota State University professors, Daktronics grew from a provider of electronic voting systems for state legislatures to one of the world's largest suppliers of electronic signs.

    • Quotes by CEO of CREE in latest conference call:
      As the leader in LED lighting, we continue to be in a great position to drive and take advantage of the global shift to LED lighting through both our lighting and LED products. While there are many approaches to this market, we remain focused on our strategy to use new product innovation to drive our growth by taking share from traditional technologies. This approach is a reflection of who we are, what we are passionate about and what we have demonstrated that we are good at. The tremendous success of the Cree LED bulb at The Home Depot is the most recent example of why we believe this is a winning strategy for Cree.

      THIS COMMENT HIGHLIGHTS THAT RVLT IS NOT A DIRECT COMPETITOR WITH CREE AS THEIR FOCUS IS ON EDUCATION AND ADOPTION/SERVICE AND NOT ON BEING THE BEST IN BREED INNOVATOR. RVLT WILL USE CREE BULBS WITH CUSTOMERS IF THEY ARE IN FACT THE BEST PRODUCT FOR THE INSTALLATION.

      One year ago, the Cree LED bulb was still an R&D idea, and Cree had never sold a branded consumer product. Today, we are setting the standard for consumer LED bulb. Working together with The Home Depot, we have changed the lighting category and changed consumer perceptions about LED bulb.

      How do we know it is working? I believe the proof is in our sales growth and how other big retailers and product companies have reacted with their own lower-priced LED bulb.

      Does this worry us? Not really, because we are not standing still. These other companies are under pressure to respond to Cree's innovation and appear to be making the same mistake the CFL industry made over the last 20 years, by trying to convince consumers to buy compromised products that are not as good as traditional light bulbs.

      LED bulbs should work better and cost less to own, delivering a no compromise solution. That is why the Cree LED bulb has been so successful. It looks like a regular lightbulb, it works as good or better than a regular bulb and it pays for itself.I believe the other guys will eventually realize that consumers are a lot smarter than they give them credit for and will have to come out with higher quality, no-compromise LED bulb. By then, we plan to continue being 1 or 2 product generations ahead, having raised consumer expectations even higher

      • 1 Reply to wanna_million
      • Cont'd:
        CREE may exceed sales expectations next quarter with these utitlity rebate programs:
        We recently received ENERGY STAR qualification for the soft-white Cree LED bulb. This means these products can be purchased with an instant utility rebate, delivering consumers a high-quality LED bulb for under $5 in some markets. We target these rebates, combined with seasonally higher lighting sales, to significantly increase sales of the Cree LED bulb at The Home Depot in Q2.

        The number of utilities offering rebates, the size of the rebates and the amount of the money available for rebates will affect sell-through. We are seeing some early local rebate examples which have caused a significant spike in sales but it will be difficult to accurately forecast store sales in the near term. We're adding capacity and building some flexibility in our factory to respond to potentially increased sales to The Home Depot as we target bulb sales moving to another level in calendar 2014 based on our ability to bring on additional utility rebate.

    • The drop will be shortlived IMO:

      Cree Shy on Q1 Revenue, Sets Q4 Earnings View Below Street - Plummeting 14% in After-HoursBY Midnight Trader
      — 4:07 PM ET 10/22/2013
      04:07 PM EDT, 10/22/2013 (MT Newswires) -- Cree, Inc. (CREE

      ) reports Q1 revs of $391 mln, vs. the analyst consensus of $392 mln on Capital IQ. EPS was $0.39, a penny ahead of the Street view.

      For Q2, co. sees revs of $400 to $420 mln and EPS at $0.36 to $0.41, vs. the Street view of $414 mln in revs and earnings of $0.43 per share.

      • 1 Reply to wanna_million
      • The company warned on earnings in mid-August and today’s results were right in line with the mid-points of the ranges the company gave for EPS and revenues. The damage today came from Cree’s estimate of second quarter profit. The company says it expects EPS of $0.36 to $0.41 compared with a current consensus estimate of $0.44. The company expects revenues in the range of $410 to $420 million and the analysts’ estimate calls for $414.29 million.

    • Motley Fool on AYI:
      An Opportunity to Play the Surge in LED Lighting?
      By Lee Samaha | More Articles
      October 9, 2013 | Comments (0)

      North America's leading lighting company, Acuity Brands (NYSE: AYI ) , released its quarterly results recently, cheering the market with its positive outlook. The company offers good long-term growth prospects from both the increase in demand for LED lighting and a recovery in commercial and industrial construction. The market seems to have fully woken up to this story, however, and the company needs to deliver in order to justify the current evaluation. Is now the time to be chasing the stock?

      An LED play
      The growing acceptance of LED lighting is good for Acuity for two main reasons. First, it is seeing replacement demand coming from customers wanting to use LED lighting. Second, this type of lighting usually comes with control systems, so Acuity can generate add-on sales for the systems. Moreover, these demand sources don't rely on the economy or overall construction activity. In reality, it's more of an opportunity to grow sales (rather than margins), because its LED lighting solutions tend to have similar margins to conventional lighting.

      Unfortunately, management didn't disclose the exact share of revenues coming from LEDs, but they outlined that it was at least above 21%. Consider that the last three quarters' numbers have been 13%, 15%, and 20%, respectively, which represents very good growth.

      • 1 Reply to wanna_million
      • From AYI's press release:
        Fiscal 2013 Fourth Quarter Results
        The growth in net sales was due primarily to a more than 14 percent increase in sales volume, partially offset by the impact of an unfavorable change in product prices and the mix of products sold (“price/mix”). The Company experienced sales growth across most product categories and in key sales channels reflecting market share gains and growth in both the non-residential and residential markets, particularly for renovation and retrofit applications.

        Additionally, robust demand for the Company’s LED luminaires continued in the fourth quarter of fiscal 2013 as sales of these products more than doubled compared with the year-ago period.

        DOUBLED SALES OF LED------------------------------------------------------------------

        The Company estimated that the unfavorable price/mix in the current quarter compared with the year-ago period was due primarily to greater sales of less featured, value-oriented products sold through certain sales channels in the fourth quarter of fiscal 2013, including an increase in the number of large renovation projects, particularly for national retailers. In addition, price/mix was influenced by a reduction in the sales price of certain LED luminaries reflecting the continued decline in the cost of purchased LED components.

    • GE got the Summer Olympics 2016 in Brazil:
      2016 Summer Olympic and Paralympic Headquarters Incorporates Energy- and Maintenance-Saving GE LED Fixtures

      LED fixtures at Rio de Janeiro site will save half a million dollars in energy costs compared to fluorescent technology
      Headquarters features Brazil’s first application of GE’s LED Lumination™ Luminaires
      East Cleveland, OHIO – August 13, 2013 – (NYSE:GE) – The modular headquarters of the Organizing Committee for the 2016 Rio de Janeiro Olympic and Paralympic Games is the first commercial building in Brazil to adopt GE Lighting’s Lumination™ ET Series Recessed LED Troffer, an ultra-thin fixture as thin as the width of a finger that brings modern styling to traditionally uninspired commercial ceiling spaces.

      Approximately 3,000 Lumination ET Series Troffers offer an indoor lighting solution with lower energy consumption, longer life and lower greenhouse emissions resulting from power consumption compared with other options available in the market. The technology will help make the headquarters of 2,000 employees a benchmark in the search for more efficient solutions in the sports field and also will create an important legacy in infrastructure and technology for Rio de Janeiro and Brazil

      "LED technology plays a fundamental role in the model that sustains the environmentally conscious construction of the new headquarters for Rio 2016,” says Alexandre Ferrari, general manager of GE Lighting in Brazil. “We worked in partnership with Rio 2016 and the International Olympic Committee to create and enable a solution that combines energy efficiency, innovation and long-term, tangible benefits.”

      By opting for the GE LED solution instead of a comparable fluorescent technology, Rio 2016 will save nearly half a million dollars on its energy bills over the four years the building will be used by the Organizing Committee. During this period, maintenance costs will be marginal, as the fixtures have an 11-year lifespan, approximate

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RVLT
1.11+0.01(+0.91%)Apr 17 4:00 PMEDT