BESS
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 […]
ABB Electrification Reports $800m in M&A & Investment Since 2023
This Research Note examines ABB’s Electrification business and their 2025 financial results announced on 29th January 2026. We explore the division’s overall revenues originating from the buildings and data center end markets, based on their revised ABB Factsheet and their acquisitions and investments strategy in 2025, drawing on their Capital Markets Day presentation in […]
Honeywell’s 2026 Automation Spin-Off: Brilliant Strategy or Risky Complex Move?
This Research Note examines Honeywell’s Automation & Control Solutions (ACS) businesses from 10 years ago, and highlights its evolution and major organizational changes since then, resulting in the forthcoming spin-off into an Automation public company. We compare and assess the new organization, review its success factors and ongoing challenges, before providing our view on 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 […]
Beyond Backup: Battery Storage as a Strategic Asset for Commercial Real Estate
The evolution of battery storage in commercial buildings represents one of the most significant shifts in building energy management of the past decade. Once viewed simply as backup power systems, today’s battery energy storage systems (BESS) are sophisticated assets that enable buildings to participate actively in energy markets while enhancing resilience and sustainability. Our new […]