Articles

Security

ADT Commercial Fire and Security Business Examined

March 16th, 2022
Security

Exploring Motorola’s Acquisition of Ava Security & 2021 Financials

March 4th, 2022
Security

Exploring iLoq Financials & the Mechatronic Lock Market

Broadly categorized, electronic access control systems, digital cylinders, and mechatronic locks are the leading technologies vying for a share of the immense market represented by the upgrading of traditional mechanical locks. In this research note, we explore the European vendor iLoq and mechatronic locks in general, which are locks that conform to one of the […]

Allegion Annual Report 2022 Access Control
Security

Allegion Annual Report 2021 Examined

Spun off from Ingersoll Rand in 2013, , the NYSE listed Allegion group focuses specifically on security around the door and adjacent areas, offering a range of solutions under numerous brands for residential and commercial buildings around the world. In this research note we examine Allegion based on their 2021 10K Report, released last week, as well as Q4 […]

Security

The Rise of Open Physical Security Interoperability

Integration of building systems has been a topic of continuous discussion for over 20 years. While numerous technology silos have been brought together through top-end proprietary software, none have had the variety, robustness, or price point to make a real impact on the mass market. In the physical security segment specifically, “integration” and “IT convergence” […]

Security

The Security of Supply & Supply of Security

Despite almost two years of challenges and uncertainty posed by the COVID-19 pandemic, the global physical security market has demonstrated a remarkable degree of resilience. The pandemic is reshaping the industry, turbo-charging certain emerging business models, whilst it also continues to make our societies safer; not just from the pandemic but also from crime and […]

Security

Customers Find Security in the Cloud During COVID

There has been a steady transition towards cloud-based as-a-service business models for smart building services over the past decade. This gradual shift began to challenge long-established business models, relationships, and channels of distribution and was met with some resistance from certain segments of the industry. These cloud-based as-a-service business models require that manufacturers and systems […]

Security

Hikvision Spinning Off Smart Home & Robotics Businesses

Chinese video surveillance Giant Hikvision (Hangzhou Hikvision Digital Technology Co., Ltd.) will spin-off Smart Home business Ezviz (Hangzhou EZVIZ Network Co., Ltd.), details of which were announced in the IPO prospectus they published in December. It states that they aim to raise RMB 3.739 billion (USD 588.3 million) by listing Ezviz on the Science and […]

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