ZDC offers mobile surveillance and live monitoring services via its fleet of security towers. Its main product is the 'MobileyeZ' security tower. They are typically located in retail plaza parking lots - members may recognize it by a tall tower with lots of security cameras on top. It is a portable tower and it uses AI for remote monitoring. They provide full-service offering including rental/lease of towers, maintenance, remote video streaming, live monitoring, and more. In industries where security risks or theft are real concerns (pipeline construction, retail, energy, utilities, etc.), this product is vital.
It is growing fast (expanding its fleet), expanding into the US, and as it deploys more towers and continues to grow, it reinvests and manufactures more towers. It is growing fast because it is more flexible and scalable for large remote sites, vs. traditional security cameras. Think of it as a security camera vendor (hardware, operations, monitoring, services). Most traditional security firms focus on fixed-site cameras, whereas ZDC offers portable camera systems. We would rate it as a 7.5 to 8, given its strong moat and growth, but it is small and there are risks present in its high valuation.