Articles
Alarm.com Connected Property Business & 2023 Financials Examined
March 14th, 2024Investors Continue Backing of AI Video Surveillance for Safety & Security in 2024
March 5th, 2024Allegion Access Control Business & Financials 2023 Examined
In this Research Note, we examine Allegion plc, a pure-play provider of security and access solutions. Our analysis is based on their 2023 annual results, presentation, earnings call and 10K Report. We highlight growth in electronic security products, software and corporate venture capital investments in 2023. Note that we reviewed Allegion’s May 2023 Investor Day […]
Motorola Solutions Video Security Business & Financials 2023 Examined
In this Research Note, we examine Motorola Solutions’ video security and access control business in the past year, based on their full-year financial results announced on 8th February 2024, an Investor Overview published in January 2024 and other announcements. We also review two recent acquisitions, which extend the group’s video security product portfolio through entry […]
The Rise and Fall and Rise of PSIM
Physical security information management (PSIM) has experienced a severely elongated hype-cycle since its first emergence in the mid-2000s, never really able to live up to the huge potential it promised. However, a flurry of activity this month has reinvigorated the discussion around the ambitious security approach. In this research note, we chart the history and […]
10 Notable Physical Security Acquisitions in 2023
This Research Note reviews physical security acquisitions in the commercial smart buildings space over the last 12 months. We highlight significant M&A transactions in video surveillance, access control, electronic locking, alarm monitoring, fire detection & suppression, and life safety systems. 3 major transactions in the physical security sector were completed in 2023 – Carrier divested […]
Security Applications Drive Growth for Indoor Mapping Market
Indoor mapping and location analytics or real-time location systems (RTLS) are a set of technologies that enable the location of people and objects within buildings using a range of indoor positioning technologies. While designed for a variety of applications, including visitor or meeting room wayfinding and maintenance support, the technology’s various safety and security features […]
Zwipe Shifts Focus to Access Control in Major Strategic Pivot
In this Research Note, we examine the Norwegian biometrics specialist, Zwipe and its shift in strategic direction to focus solely on access control, announced on 16th January 2024. This article is based on their webcast presentation, 2022 annual report and selected announcements throughout last year. Founded in 2009, Zwipe AS is a technology supplier of […]
How IoT Devices Are Being Hijacked to Drive Crime & Conflict
We are living in an increasingly monitored world. Video surveillance and other IoT devices promise to increase our security but recent cyber attacks remind us that the difference between surveillance and espionage is in the eye of the password holder. In the lead-up to deadly airstrikes in the first week of 2024, Ukraine has accused […]
UK Policing & Immigration Trials Set Stage for Facial Recognition Market
The full capabilities of facial recognition technology are well-known, primarily through its use by the Chinese government, but its use in The West has so far been limited by regulation and public opinion. This winter, however, an operation by the UK’s London Metropolitan Police Force (MET) has implemented facial recognition to make a number of […]