Battery Storage
Vertiv Moves Upstream: What the $1.45B UIG Deal Means
September 7th, 2026Budderfly Surges Past $250M Revenue: 3 Years of 66% Growth
July 21st, 2026
Stem Software Pivot: Can a Dual-Market Strategy Deliver 2026 Growth?
This Research Note examines Stem’s energy storage and solar business, 2025 financial highlights, and their progress towards a software-centric model, based on the company’s Q4 2025 results, 4th March 2026, and their latest 10-K report. We comment on their pivot to a dual-market software strategy aimed at both commercial and industrial clients and a utility-scale […]
Alarm.com Surpasses $1Bn Revenue with 25% in Commercial Security & Energy Management
In this Research Note, we examine Alarm.com, a US provider of physical security, intelligent automation, and energy management solutions for smart homes and commercial real estate. This analysis is based on Alarm.com 2025 results, 19th February 2026, investor presentations, 2025 10K report and announcements throughout the year. We previously covered the company in March 2025. […]
Wattbuy Acquisition Strengthens Schneider Electric’s 2025 Smart Home Strategy
This Research Note examines Schneider Electric’s acquisition of WattBuy, announced in August 2025. We highlight the startup’s development and strategic rationale of the acquisition before exploring the overall strategy of Schneider Electric in the US residential energy management space. WattBuy Profile Founded in 2017, Bellevue Washington based WattBuy is a software platform that helps consumers […]
Pavegen’s Hong Kong Deal Signals 2025 Smart City Breakthrough
This Research Note examines Pavegen, the UK smart flooring startup. We highlight the company’s technology offerings, business model, financial highlights, and external fundraising initiatives before assessing key deployments to date and future growth plans. This article is based on Pavegen’s July 2025 investor presentation and Memoori analysis. Pavegen Profile Founded in 2009 in the UK by […]
Honeywell Enhances Data Center Safety with 2025 Strategic Acquisition
In this Research Note, we explore what’s behind the recent announcement of Honeywell’s acquisition of Li-ion Tamar, examining the development of the lithium-ion battery gas detection business by Nexceris. We then assess the Fire & Life Safety product offering of Honeywell Building Automation and their solutions for the data center vertical market, enhanced by the […]
Stem’s AI Pivot: Insights from 2024 Financials & New Strategic Direction
In this Research Note, we examine Stem’s energy storage and solar business and assess their revised strategic direction towards a software-centric model. This article is based on Stem’s Q4 2024 results, published on 4th March 2025, Q3 2024 results, published on 30th October 2024, and their latest 10K report. Stem Profile Founded in 2009, Stem […]
Alarm.com Strategic Expansion: 25% Growth in Commercial & Energy
In this Research Note, we examine Alarm.com, a U.S. provider of physical security, intelligent automation, and energy management solutions for smart homes and commercial real estate. This analysis highlights the growth strategy of the commercial security, international and venture businesses. It is based on Alarm.com’s Q4 Earnings call, 20th February 2025, investor presentations, 2024 10K […]
UrbanChain Peer-to-Peer Energy Exchange Business Examined
In this Research Note, we examine UrbanChain, a Manchester, UK-based startup recently named the 3rd fastest-growing UK technology company by Deloitte. The company is positioned as a provider of peer-to-peer energy services, enabling the rollout of renewable energy in commercial and industrial facilities to happen much faster. We review the company’s growth, external funding, and […]
