Asset Management
Mapping the Strategic Direction of Schneider Electric in Smart Buildings 2024
September 23rd, 2024Haltian IoT Business & 2023 Financials Examined
September 3rd, 2024
Schneider Electric Takes Controlling Stake in IWMS Vendor Planon
This Research Note examines Schneider Electric’s agreement to increase its ownership in Planon to a controlling stake of 80%, announced in Schneider Electric’s Half Year 2024 financial results on 31st July 2024. Transaction Details On July 30, 2024, Schneider Electric signed an agreement to increase its ownership of Planon to a controlling stake of 80%. […]
ASSA ABLOY Global Technologies Division & 2023 Financials Examined
This Research Note examines the Global Technologies Division of ASSA ABLOY, the Swedish global access control group with the largest installed base of locks and different access solutions in the world. Our analysis is based on ASSA ABLOY’s 2023 Annual Report, their Capital Markets Day Presentation, 14th May 2024, and subsequent acquisitions in 2024. ASSA […]
Siemens Buildings Business & FY 2023 Financials Examined
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 16th November 2023. This article focuses on the latest financial results, revenue mix, recent Building X software/Xcelerator platform announcements and the outlook for FY 2024. Siemens […]
Eptura Workplace Technology and Software Business Examined
The unification of Archibus, SpaceIQ, Serraview, and iOffice to form Eptura in October 2022 was one of the major mergers in the global integrated workplace management (IWMS) sector. This Research Note examines the business, one year on. Headquartered in Atlanta, Georgia and with large regional offices in London, UK and Melbourne, Australia, Eptura was created […]
Acuity Brands Intelligent Spaces Group & FY2023 Financials Examined
In this Research Note, we examine the development of Acuity Brands Intelligent Spaces Group (ISG) and its 2023 financial results, y/e 31st August 2023. Our analysis is based on their 4th October 2023 presentation, analyst call and announcements throughout the fiscal year. This article updates our previous analysis published last year. While lighting makes up […]
Trane Augments Integrated Workplace Management Portfolio with Acquisition of Nuvolo
This Research Note examines what’s behind the bolt-on acquisition of Nuvolo, the workplace management software company announced this week by Trane Technologies, the US HVAC equipment firm. Trane is considered to be a competitive second-tier supplier in the world building controls market, behind Siemens, Honeywell, Johnson Controls and Schneider Electric. In a move which emulates […]
Occupancy Analytics Market Consolidation Continues into 2023
Our new report on Occupancy Analytics and In-Building Location-Based Services confirms that M&A activity in this space has seen an unprecedented rise since 2017 with a total of 151 acquisitions over the last 6 years. Buoyant M&A activity in Occupancy Analytics highlights the evolving market for digital solutions which support the need for space utilization […]
How Improved Stakeholder Collaboration Leads to More Effective Smart Buildings
A huge range of different parties have both a stake in and a role to play in the delivery of, successful smart building solutions across the life cycle of a building. Each of these stakeholders comes with its own unique set of priorities, goals, and key performance indicators (KPIs). Achieving successful outcomes as part of […]
