Artificial Intelligence
Real Estate Service Firms Continue to Invest in Smart Building Tech in 2022
June 27th, 2022Nordomatic Smart Buildings Business Examined
June 20th, 2022View Smart Buildings Business and Financials Examined
In this Research Note, we examine View Inc. (NASDAQ: VIEW), a Silicon Valley-based smart window company founded in 2006. This analysis is based on their 2021 financial results, investor presentations, M&A and their smart buildings strategy. View, one of the most heavily funded firms in the smart buildings space, acquired unicorn status in November 2018 when it raised a $1.1 billion Series […]
Nuuka Building Analytics Business and Financials Examined
In this Research Note, we examine Nuuka Solutions, a Finnish SaaS provider of a cloud-based building analytics platform to centrally monitor and manage the energy efficiency, indoor air quality and HVAC performance of real estate portfolios. This analysis covers their 2021 financial performance, 2022 revenue targets, stakeholder changes, growth strategy and recent projects. This article, part of a […]
Motorola Solutions Continues Video Security Acquisition Spree in 2022
In this Research Note, we examine Motorola Solutions Video Security and Access Control business based on their Q1-2022 financial results, investor presentations and M&A. Our analysis of two recently acquired companies, Calipsa and Videotec, brings Motorola’s deal count up to eight acquisitions in this segment in less than four years. Motorola announced its Q1 results on 12 May 2022, […]
Senstar Technologies Business and 2021 Financials Examined
In this Research Note, we examine Senstar Technologies perimeter protection business, based on their 2021 20F financial report, earnings call, investor presentations, acquisitions and divestments, vertical market focus and our analysis of their market positioning. Senstar Technologies Ltd, a listed company on the US Nasdaq global market, based in Ramat Gan, Israel, is a provider of physical security hardware and software […]
Exploring M&A Trends in the Physical Security Market
The total annual value of mergers and acquisitions (M&A) in the physical security industry over the last 15 years has been very volatile. In the peak years there was always at least one major acquisition, often two, with a value of between $2 billion and $16 billion, exaggerating the contrast with low-M&A trough years. While […]
Beyond Video Security: Hikvision 2021 Annual Report Examined
In this Research Note, we examine the Chinese video surveillance giant, Hikvision (Hangzhou Hikvision Digital Technology Co., Ltd) focusing on 2021 financial results and the group strategy to broaden its remit beyond its video surveillance business, based on their 2021 Annual Report and Memoori analysis. Hikvision is the world’s largest manufacturer of video surveillance equipment. Established in 2001, the Company was listed […]
SoftBank Bets On Robotic Cleaning in Smart Buildings
It was not that long ago that a significant fall in the Yen was met with open arms by major Japanese companies seeking to be more competitive in the global market. However, when this month began with the currency at a 20-year low, the reaction from Japan’s biggest companies has been decidedly mixed. In recent […]
Johnson Controls Accelerates M&A Activity with Bolt-On Acquisitions
Johnson Controls has announced several bolt-on acquisitions in the last seven months to augment the group’s technology offerings in building management, fire detection and suppression, and physical security solutions. With six acquisitions to date since the start of their new financial year in October 2021, Johnson Controls is accelerating its M&A activity. Transactions in edge AI software, […]