Acquisitions
ADT Commercial Fire and Security Business Examined
March 16th, 2022Spica Technologies Acquired by Scandinavian Smart Building Systems Integrator Nordomatic
March 14th, 2022
Exploring Motorola’s Acquisition of Ava Security & 2021 Financials
Motorola Solutions has added another company to its growing portfolio of Security brands, this time with the acquisition of Ava Security, a vendor of cloud video surveillance and analytics. Terms of the deal were not released at this stage, but in keeping with previous Motorola acquisitions, they will probably be released in a future financial […]
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 […]
Honeywell Building Technologies Business 2021 Examined
In this Research Note, we examine the Building Technologies business of Honeywell, based on their 2021 10K Report, investor presentations and building technology-related activities throughout 2021. Honeywell Building Technologies (HBT) is the smallest of 4 reportable segments with $5.5 billion revenues in 2021, which represents just 16% of Honeywell’s diversified business areas across Aerospace, Performance Materials and […]
Combining Bricks and Bytes in ABB’s Smart Buildings Division
In this Research Note, we examine the Smart Buildings Division of ABB, based on their activities throughout 2021, updating our previous article, ABB Ramps Up its Mid-Market Commercial Building Automation Business, which highlighted their acquisition of Cylon. The Smart Buildings Division offers a broad portfolio of home and building automation solutions as well as a portfolio of electrical […]
Are We Crossing the PropTech Chasm? Geoffrey Moore Interview
“In the past, most of the technology disruption was actually happening inside the tech sector itself —Microsoft would disrupt IBM and Google would disrupt Yahoo, or whatever— but what’s happened in the last 15 years, is that tech has begun disrupting other industries,” explained best-selling author Geoffrey Moore during a Memoori podcast last week. “The first […]
Playing to Win: Microsoft Joins Facebook in the Metaverse with $69bn Acquisition
Last month, technology giant Microsoft acquired gaming giant Activision Blizzard in a landmark $69 billion deal that represents both Microsoft’s biggest ever acquisition and the biggest deal in the history of the gaming industry. Activision is a major force in the gaming industry, maker of several hugely successful titles including Call of Duty, Overwatch, Warcraft, and Candy Crush, and […]
Signify’s Lighting Business 2021 Examined
In this Research Note, we examine the lighting business of Signify, based on their 2021 annual results, investor presentations and lighting technology-related activities throughout 2021. Signify, headquartered in Eindhoven, the Netherlands, is the global market leader in energy-efficient lighting systems and services. The business, employing 38,000 people in 74 countries, reported 2021 sales of EUR 6,860 million and operational profitability […]
WeWork Differently Now
It wasn’t that long ago that WeWork’s rapid rise and fall was a regular feature in business and financial news but it soon faded into the background as the COVID-19 pandemic took center stage across all media. Taking the company out of the spotlight was likely already a strategy for Sandeep Lakhmi Mathrani when he […]
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