Articles
ADT Spain Sold for $98M: Another Johnson Controls Divestment
August 10th, 2026Salto’s New Backers: Why Inflexion Bought 30% in July 2026
August 6th, 2026
Evolv Results: Strong 40% Revenue Surge But 2026 Guidance Questioned
In this Research Note, we examine Evolv Technology, a US public company providing AI-based weapons detection for security screening. We highlight the firm’s proprietary, integrated hardware-software-AI platform, technology, 2025 financial results and strategic vision to 2031, based on its 10th March 2026 announcement and Investor Day Presentation, 9th June 2026, before assessing analyst reaction to […]
Shelly Group: Will Schneider Electric Buy It for €1.3 Billion?
This Research Note examines a potential acquisition of Shelly Group, a European public company based in Bulgaria that provides IoT and smart home solutions, by Schneider Electric. We explore the target company, its market, financial performance, and fit with Schneider Electric. This Research Note updates our previous coverage of the group in January 2025. Reported Tender […]
Energy Management Startups Won 49% of Smart Building Funding in H1 2026
Follow the money in smart buildings this year and it leads, overwhelmingly, to one place: energy. Building energy management startups captured 49% of all investment value in the sector in H1 2026, over $2.6 billion across 57 funding rounds In our new report, Startups in Smart Buildings H1 2026, we break down exactly where that […]
learnd Post MBO: EBITDA Grows 63% in Q1 2026
This Research Note examines learnd UK & Ireland BMS integration and service business, after their strategic MBO in September 2025. We review 2025 and Q1 2026 financial highlights, based on AnchorCore SE announcements, before commenting on their strategy to date. learnd UK Profile learnd Ltd addresses the growing market for intelligent, energy-efficient building management in […]
Axis Communications Delivers 17% Revenue Growth
In this Research Note, we examine the Axis Communications video surveillance business. This analysis is based on Axis Communications 2025 Sustainability Report 29th May 2026, Canon 2025 Financial Results Presentation, 29th January 2026 and Memoori analysis. We also comment on the company’s acquisitions of Skysense and FF Group in 2025. This article updates our previous […]
75F Acquisition Examined: 3 Reasons Carrier Made This Deal
This Research Note examines the announcement on 23rd July 2026 that Carrier Global has acquired 75F, a Minnesota-based provider of IoT building management systems. We draw on our previous coverage of 75F in February 2025 and our analysis of Carrier’s digital buildings and AI strategy in our 2026 Startups and AI Reports. Strategic Rationale of […]
8 Incumbents Betting Big on Smart Building Startups in 2026
In the first half of 2026, 23% of strategic investments in smart building startups involved a major industry player, participating either as sole investor or as part of a funding round. The incumbents are no longer observing the startup ecosystem from a safe distance. They are actively shaping it. Our new report, Startups in Smart […]
Budderfly Surges Past $250M Revenue: 3 Years of 66% Growth
In this Research Note, we examine Budderfly, the US Energy Efficiency-as-a-Service (EEaaS) company focused on Small and Medium-sized Enterprises (SMEs) and franchise businesses. This analysis covers their business model, funding, majority ownership, acquisitions, partnerships, and growth since our coverage of the company in January 2024. Budderfly Profile Founded in 2007 and headquartered in Shelton, Connecticut, […]
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