Alibaba
SenseTime Transformation: Gen AI Powered 64% of Revenue in 2024
April 25th, 2025“Open Sesame” Exploring Alibaba’s Smart Building Approach
February 28th, 2024
Johnson Controls Business and 2022 Financials Examined
In this Research Note, we examine the Johnson Controls business, based on their Q4 earnings release, conference call, investor presentation and 10K, reporting financials year ending 30th September 2022. Johnson Controls International plc (JCI), headquartered in Cork, Ireland, is a pure-play smart buildings player, serving a wide range of customers in more than 150 countries. They […]
SenseTime’s Artificial Intelligence Business Examined
In this research note we examine the ups and downs of Chinese artificial intelligence (AI) giant, SenseTime, during their turbulent first year as a publicly traded company. Founded in 2014 by computer scientists, SenseTime specializes in AI-powered software that analyzes images, including faces, and competes directly with Megvii Technology, backed by the Alibaba Group, which […]
Hikvision Spinning Off Smart Home & Robotics Businesses
Chinese video surveillance Giant Hikvision (Hangzhou Hikvision Digital Technology Co., Ltd.) will spin-off Smart Home business Ezviz (Hangzhou EZVIZ Network Co., Ltd.), details of which were announced in the IPO prospectus they published in December. It states that they aim to raise RMB 3.739 billion (USD 588.3 million) by listing Ezviz on the Science and […]
Progress Vs Privacy – A Tale of Smart City Development in China
The underlying premise of smart technology is that with enough data you can predict anything. Our smart buildings and cities are filled with sensors to gather as much information as possible in order to provide analysis that can fix problems, improve environments, and even avoid issues before they happen. The only real debate around this […]
The Smart Building Space Attracts High Levels of Investment in Q1 2019
The Competitive Landscape for AI Video Analytics is Intense
We have identified some 125 companies that are active in supplying appropriate semiconductor chips and AI video analytic software products. New companies are being added to this list almost weekly and although we cannot claim that it includes all suppliers it is probably today the most comprehensive listing on this subject. We have broken it […]
AI Video Analytics Could Dominate Physical Security Investment to 2023
The general trend for venture capital investment in the Physical Security Business has been one of decline since 2014, when it invested over $300m in 12 transactions. In 2017 we identified 11 transactions by venture capital companies investing $121.9m into physical security companies; Which was a significant gain on 2016 when we identified 9 transactions […]