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Verkada Publicly Disparages Major Competitors With Private Google VC Doc<br>IT

IPVM Team<br>•Published Jun 01, 2026 17:00 PM

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Rarely does a company publicly claim that its major competitors are so despised by their own customers that they face existential risk. That is what a net promoter score below -30 implies, and that is what Verkada's latest investor-backed marketing claims for nearly every rival on the chart.

Verkada CMO Idan Koren posted on LinkedIn that CapitalG (the G stands for Google) conducted its own Net Promoter Score survey of security providers in October 2024, before leading Verkada's Series F round in December 2025. The survey shows Verkada at +33, with only Honeywell in positive territory and seven competitors in extremely deep negative territory.

The survey's methodology, sample size, and recruitment methods are not disclosed.

IPVM reached out to both Verkada and CapitalG; neither responded.

Executive Summary

Eagle Eye's -75 would rank among the lowest net promoter scores ever recorded in the history of capitalism. Moreover, the broader chart will strike anyone familiar with this market as implausible (Honeywell outscoring Axis, Johnson Controls above Avigilon). The survey was conducted by Verkada's own investor with structural access to Verkada's best customers and no equivalent access to any rival.

Competitors will not read this as an honest analysis. They will read it as a rigged attack, as Rhombus's CEO publicly implied in his response.

How NPS Works

The Net Promoter Score asks customers one question: how likely are you to recommend this company on a scale of 0 to 10? Respondents scoring 9 or 10 are promoters. Those scoring 0-6 are detractors. Those scoring 7 or 8 are passives and are excluded entirely from the calculation. NPS equals the percentage of promoters minus the percentage of detractors, yielding a score between -100 and +100.

Reaching -75 requires roughly 85% detractors and 10% promoters, or a similarly extreme imbalance. The worst cable and telecom companies, among the most widely complained-about in American consumer surveys, score between -20 and -35. A score of -75 implies active, widespread hostility at a level that almost no functioning non-monopolistic company can sustain. Any score below -30 implies the kind of customer resentment that, in a competitive market, produces visible churn and eventual collapse.

Eagle Eye at -75 Fails the Basic Market Test

Eagle Eye's result is the most extreme on the chart and the most difficult to credit. IPVM has tested and ranked Eagle Eye's platform. The product has genuine pros and cons, but nothing in our testing or coverage suggests a company that would rank among the worst in the history of capitalism in terms of net promoter score. This is not the profile of a company whose customers are 85% hostile.

Moreover, Eagle Eye is explicitly an open platform VSaaS provider. The absence of lock-in is central to their product positioning. Cameras can be repurposed, contracts expire, and credible competitors are plentiful. In an open platform environment, a genuine -75 would produce no company at all. Customers with essentially zero switching costs and 85% active hostility do not stay. The most defensible conclusion is that -75 reflects a methodology artifact rather than Eagle Eye's actual customer sentiment.

The Sample Access Problem

CapitalG's access to survey respondents was not symmetrical across the companies it rated. As a prospective investor in Verkada, CapitalG had direct access to Verkada's customer relationships, specifically the customers Verkada chose to surface during due diligence. These are, by definition, the most satisfied segment of Verkada's base. Companies do not surface disgruntled accounts during a funding round.

For every competitor on the chart, CapitalG had no equivalent access. Customers who actively respond to a survey from an unfamiliar third party tend to skew toward those with strong opinions, often negative ones. When a commenter on Koren's LinkedIn post asked directly how the customer survey data was collected, Koren deflected to CapitalG, asserting they were the "most unbiased," but providing no actual methodology details.

Other Scores That Strain Credibility

Eagle Eye is the sharpest case, but several other scores on the chart will immediately register as implausible to anyone who follows this market. Honeywell sits at +3, above both Axis and Genetec. IPVM's coverage of Honeywell has documented widespread complaints about deterioration in LenelS2 support following the Carrier acquisition and, now, the Honeywell acquisition. Nothing in IPVM's coverage of this market, across integrators and end users, suggests that Honeywell outranks...