Articles

The most underappreciated barrier to adopting artificial intelligence in commercial buildings is the cost and complexity of integrating it with the existing building stock. Up to 75% of engineering effort and budget goes to making existing systems legible to the analytics layer, not to the analytics itself. The technology is not the bottleneck. The building […]

This Research Note examines the Bemsiq AB business, based on their 2025 financials and Year-End Report of their parent company, AB Latour, presented on 11th February 2026.  We highlight the 13 companies which are part of the group, the revenue mix between building automation and metering field devices, and the 2025 acquisitions. This article updates […]

This Research Note examines the recent acquisition of VDA Telkonet announced by GEWISS, the Italian electrical products manufacturer on 5th March 2026. We highlight the acquisitive strategy of Gewiss and assess the scale of the VDA Telkonet hospitality market offerings. This article updates our previous coverage of the company in January 2025. Transaction Details & […]

The headlines will tell you artificial intelligence is everywhere. The evidence tells a different story, and for anyone working in commercial real estate or smart buildings, the gap between those two things is exactly where the real opportunity lies. We’ve just published the third edition of our Artificial Intelligence in Smart Commercial Buildings research, and […]

This Research Note examines the software and digital services strategy of Schneider Electric, highlighting its current status, based on 2025 digital metrics presented by the Group on 26th February 2026. We analyse the key milestones in the evolution of their software portfolio over the past 8 years, including major acquisitions which have contributed to the […]

What happens to your smart building ROI when there is no risk management? CRE portfolios are getting more connected, but governance isn’t keeping up. Cybersecurity gaps, unclear ownership, and missing operating models are quietly killing the returns that justified the investment in the first place. In this podcast episode, we were joined by Cecilia A. […]

This Research Note examines the latest accounts made available in January 2026 for EnOcean GmbH, the energy harvesting specialist. We highlight their financials for the year ending 30th September 2024. Statements by the CEO, Raoul Wijgergangs, and a 2025 outlook dated May 2025 are included in this translated commentary, together with details of the 2025 […]

In this Research Note, we examine the lighting business of Signify, based on their 2025 annual results announced on 30th January 2026. We present financial highlights for the overall business and the Professional Lighting segment, before commenting on a notable UK partnership and a Canadian acquisition. Signify, headquartered in Eindhoven, the Netherlands, is a global […]