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essensys Flexible Workspace Technology Business & 2022 New Financials Examined
November 30th, 2022Mapping View Inc.’s Smart Building Strategy
November 29th, 2022
EnOcean: The Latest Smart Buildings Firm to Ride the SPAC Wave
The alternative IPO trend continues as German firm EnOcean announces its intention to implement a reverse merger with a SPAC to take them public early next year. Special purpose acquisition companies (SPACs) have proved a popular route for companies to list on the stock market without the rigmarole of a traditional IPO process. However, more […]
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 […]
Mapping the Strategic Direction of Honeywell in the Smart Buildings Space – Part 1
This Research Note examines the emerging strategic priorities of Honeywell in the smart commercial buildings space. We have mapped M&A, divestments, strategic partnerships and investment activity to ascertain the growth ambitions of the company, by categorizing the various business relationships by technology and investment type over a 3-year period. This article, Part 1 of a 2-part analysis, is intended as […]
Mapping the Strategic Direction of JLL in the Smart Buildings Space – Part 2
This Research Note examines the emerging strategic priorities of JLL in the smart commercial buildings space. We have mapped M&A, divestments, strategic partnerships and investment activity to ascertain the growth ambitions of the company, by categorizing the various business relationships by technology and investment type over a 3-year period. This article, Part 2 of a 2-part analysis, is intended as […]
Acuity Brands Intelligent Spaces Group and 2022 Financials Examined
While lighting makes up 95% of Acuity Brands revenue (they are now the largest lighting manufacturer in North America with over $4.01 billion in revenues), it is their Intelligent Spaces Group (ISG) business that focuses on smart buildings technology. In this Research Note, we examine the development of the ISG business and its recent financial results. Our analysis is […]
Mapping Microsoft’s Hybrid Work Business Strategy
In this research note, we map Microsoft’s hybrid work business strategy, analyzing its various partnership and acquisition moves by technology, to trace its course over recent years and explore its intentions for the future. Microsoft has played a fundamental role in shaping the modern workplace. From its role driving individual computing into the office during […]
Buildings Can Do Much More To Reduce Their Cyber Security Risk
The ultimate vision of mass hyper-connected smart buildings hosting hundreds of interconnected devices will not be possible without addressing a wide range of building specific cybersecurity issues. Each system, device, router, server, and gateway, including their multiple versions and iterations, introduces its own cyber security risk to the building. And, without strict segmentation, unauthorized access […]
Azbil’s Building Automation Business and 2022 Financials Examined
In this Research Note, we examine Azbil, a public company with a leading position in the Japanese building automation market. Our analysis is based on their annual results, year ending 31st March 2022 and investor presentations. The Building Automation (BA) business, the largest of three business units, accounts for 46.4% of consolidated net sales for the Azbil Group, which increased […]
