Security

Confidence Returns to the Market as Trading Conditions become Robust & Funds Liquid

Even the pessimists are now convinced that the light at the end of the tunnel is not a train, and there are real signs the recovery in our industry is back on track. The two factors that confirm it for us are the real statistics of financial reports delivered over the last four months together with increased activity in Acquisitions, Alliances and Funding that we report on each month. This month again, witnesses the same trend that we have noted over the last four with the specialist companies Axis, Techwell, Flir and L-3 Communications delivering growth in sales and profit and showing better than expected results in the last quarter. In particular Axis has delivered a strong performance and has confirmed that growth is strong in the IP Video business across all markets with Asia leading the way and profitability has increased almost in parallel with revenues. They are the leaders in this market with […]

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Most Popular Articles

Security

Mapping the Strategic Direction of ADT Security

In this research note, we map the strategic direction of US security alarms and monitoring services provider ADT. This analysis focuses on the acquisition, investment and partnership moves they have made in Smart Home, Mobility and Connectivity / Cyber Security. ADT Reported revenues of $5.3 billion in 2021, They met or exceeded guidance from the […]

Smart Buildings

Smart Buildings Are Being Forced into a Cyber AI Arms Race

Cyber-attacks now rank alongside natural disasters and climate change as one of humanity’s top ten risks globally, according to the World Economic Forum. Like pandemics and global economic crises, a wide range of buildings, businesses, public services, and almost every facet of society is at risk after the widespread proliferation of connected technologies, such as the […]

Smart Buildings

Mapping the Strategic Direction of Johnson Controls – Part 1

This Research Note examines the emerging strategic priorities of Johnson Controls (JCI) in the smart buildings space. We have mapped acquisitions, divestments, strategic partnerships and investment activity to ascertain the growth ambitions of the group, by categorizing the various business relationships by technology and investment type over a 3-year period. This article, part 1 of a 2-part analysis, is intended […]

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