Articles
Cisco Spaces Platform Examined 2024
August 21st, 2024What’s Behind the Acquisition of NFS Technology by Korbyt?
August 19th, 2024Carrier Portfolio Transformation: Exit of Commercial & Residential Fire Businesses
This Research Note reviews Carrier’s announcement to divest its commercial and residential fire business to an affiliate of Lone Star Funds for an enterprise value of $3 Billion. This transaction is part of a series of divestments, brought about by the acquisition of Viessmann Climate Solutions. The state of play of Carrier’s portfolio transformation activities […]
Interoperability for Big Data to Drive AI into Buildings?
Few places in the world have a more challenging mix of climate politics and aging building stock than Europe. In an effort to meet its various climate goals, the European Union has instigated, funded, and supported a wide variety of projects designed to reduce the impact of buildings on the environment. In this research note, […]
Equans Energy Services Business & Financials Examined
This Research Note examines Equans, a €18.8 billion business unit of Bouyges group, which offers a wide range of multi-technical services that contribute to increasing the overall performance of buildings. We review the Bouyges acquisition details, the services portfolio, and the geographic footprint of the business before highlighting recent Digital activities, partnerships, and investments in […]
Mapping the Strategic Direction of Siemens in Smart Buildings 2024
This Research Note examines the emerging strategic priorities of Siemens Buildings business in 2024, part of Siemens Smart Infrastructure Division. This analysis is intended as a non-exhaustive indicator of their strategic direction in the smart buildings sector between October 2022 and June 2024, updating our previous Research Note, part 1 and part 2 published in […]
The Burning Questions Around Fire Safety in Smart Buildings
Fire has always been a leading concern for buildings and regulators, which has led to compliant fire safety systems in almost every commercial building in developed economies around the world. However, this traditional stringency around fire safety has separated fire safety from wider building systems as they continue their rapid digital transformation and comprehensive interconnection. […]
Mobotix Video Security Business & 2023 Financials Examined
In this Research Note, we examine the Mobotix video security business, based on their FY 2023 results, year ending 30 September 2023, Annual Report, FY 2024 outlook, May 2024 AGM Presentation, and our analysis of company strategy and position in the highly competitive video surveillance market. Mobotix 2022/2023 Financial Highlights Founded in 1999 and based […]
Will Autodesk Acquire Eptura Extending its AEC Software Business into Building Operations?
In this Research Note, we examine the possibility of Autodesk, the $5.5 billion architecture, engineering, and construction (AEC) software giant acquiring Eptura, the IWMS player formed in October 2022 from the merger of 10 separate workplace software brands. We review the relationship between the two companies, highlight Autodesk’s strategy to extend its portfolio into building […]
What Can We Learn From the Crowdstrike Cyber Incident?
On July 19th 2024 the world experienced what has been called “the largest computer blackout in history” after 850 million failing computers took down airports, emergency services, television networks, and much more. The incident was not caused by an international criminal group or a malicious state actor, instead, however, it was just a Crowdstrike update […]