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Within the last six months across the developed world, the tectronic plates of business have shifted fast. Caused in large part by the need to overcome the COVID19 pandemic through changes in people behavior. The world has entered into uncharted waters and a deep recession. The good news is that these changes have given the Physical Security business some new growth opportunities. Lifting lockdown in itself won’t fully restore the economy and even if a vaccine was produced quickly, behaviors like online shopping and remote working are here to stay. The majority of OECD countries are now open for business but consumers are still staying at home. Whilst GDP is now returning to growth we are a long way from economic recovery. The Physical Security business has not suffered as severly as many others, partly because its products and services have been able to contribute to controlling the pandemic in buildings and the growing demand […]
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In this Research Note, we examine Urbanise, an ASX-listed facilities management software business headquartered in Australia. We focus on their software offerings, FY2024 financial highlights, and FY2025 outlook. Founded in 2001, Urbanise offers solutions for facilities and strata managers. Their cloud-based Software-as-a-Service (SaaS) platforms, Urbanise Strata and Urbanise FM, service the strata and facilities management […]
Several smart building startups will trial energy efficiency, HVAC optimization, and energy storage technology across Amazon fulfillment centers and warehouses in Europe after winning funding in this year’s Amazon Sustainability Accelerator (ASA). The 2024 ClimateTech Pilot Challenge has welcomed startups that have moved beyond prototype testing and are working towards generating initial revenue and growing […]
This Research Note examines what’s behind the acquisition of Danfoss Fire Safety A/S by Siemens Smart Infrastructure announced on 8th October 2024. We review the transaction details, the strategic rationale, the SEM-SAFE fire protection system, and deployments before assessing how this acquisition fits into Siemens fire safety portfolio. Transaction Details Siemens Smart Infrastructure has agreed […]
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