In this Research Note, we examine the Buildings business of Siemens, which operates within the Smart Infrastructure (SI) division, based on their Q4 earnings release and investor presentations of 13th November 2025 and the Capital Market Day presentation in December 2024. This article focuses on the latest financial results, divisional revenue mix and acquisitions, followed […]
MetroNational’s cybersecurity transformation offers a valuable lesson in getting smart building fundamentals right. In episode 41 of the podcast, Tearle Whitson (VP of Operational Technology at MetroNational) and Rob Murchison (CEO of Intelligent Buildings, LLC) share the lessons from securing a 10 million square foot mixed-use portfolio in West Houston. Like many successful real estate […]
The physical access control (PACS) market is continuing its transformation from a hardware-centric business focused on locks, card readers, and control panels to a software-driven ecosystem. Cloud platforms, mobile credentials, and artificial intelligence are redefining how organizations manage security, workplace operations, and building intelligence. This transformation represents both significant opportunities and competitive threats across the […]
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