Articles
Podcast 37: Software Ate The World… What Will AI Agents Devour?
May 3rd, 2025MapsPeople Secures Private Equity Acquisition & Delists from Nasdaq First North
April 30th, 2025Kaer Secures $350 Million to Dominate Low-Carbon Cooling Across Asia
This Research Note examines the recent strategic investment by Patrizia and Mitsui in Singapore-based Kaer. We highlight the As-a-Service business model and the strategic investments targeting up to USD 350 million in capital deployment which aim to accelerate the transition to low-carbon cooling in Asia. Kaer Profile Established in 1993 in Singapore, Kaer designs, builds, […]
SenseTime Transformation: Gen AI Powered 64% of Revenue in 2024
In this Research Note, we examine the Chinese AI company, SenseTime, in the context of the smart buildings sector. We assess the group’s strategic pivot away from smart city business towards generative AI and digital transformation initiatives before highlighting 2024 results by business segment, based on 2023 and 2024 annual report announcements and investor presentations. […]
Built Cybernetics Reports Notable 2024 Smart Building Growth
This Research Note explores Built Cybernetics plc, a London AIM-quoted PropTech group delivering Smart Buildings and related services. We examine their latest financial highlights, year ending 30 September 2024, announced 24th March 2025 and their strategic focus to augment their architectural businesses with recurring SaaS revenues from smart building services. Built Cybernetics Profile The Group […]
Enlighted Turn the Lights Off: Siemens Close Lighting Unit in 2025
In this Research Note, we examine the recent announcement that Enlighted will wind down operations in 2025. We also reflect on wider market trends for lighting controls and occupancy analytics technology, and highlight previous closures in the space. Enlighted Profile & Closure Headquartered in Santa Clara, California, Enlighted was founded in 2009 by Tanuj Mohan […]
aedifion’s AI HVAC Optimization Platform Reports Solid Growth in 2024
In this Research Note, we examine aedifion, a German AI HVAC optimization startup which has over 400 buildings under management, accounting for more than 4.2 million square metres. aedifion Profile aedifion GmbH is a startup based in Cologne, Germany, offering an AI-enabled platform for energy optimization in non-residential buildings. The firm was established by Dr.-Ing. […]
Open Standards: An Essential Basic Guide to Smart Building Interoperability 2025
Are you confused by the Open Standards Landscape in Smart Building Technology? Below is our live stream recording, which serves as a non-technical guide to the types of protocols, and data frameworks used in commercial buildings and why they matter! Improve your understanding of open standards & their impact on smart buildings! The session will […]
Nemetschek’s 2025 Strategy: Analyzing Spacewell’s Market Position
In this Research Note, we examine Spacewell, part of the Manage segment of Nemetschek, which provides software for the management and operations phase in the building lifecycle. This article is based on Nemetschek 2024 annual results, investor presentations and Annual Report, published on 20th March 2025. We also highlight the appointment of a new CEO, […]
Advancis Secures Private Equity Investment in 2024: PSIM Market Implications
This Research Note examines Advancis Software & Services GmbH, a medium-sized German company providing physical security & identity software solutions. We review their latest company accounts y/e 31st December 2023 released on 4th February 2025, and comment on their private equity minority investment and positioning in the Physical Security Information Management (PSIM) market. Advancis Profile […]