Cloud
KODE Labs Smart Buildings Business Examined
February 26th, 2024Schneider Electric Smart Buildings Business & Financials 2023 Examined
February 22nd, 2024
Motorola Solutions Video Security Business & Financials 2023 Examined
In this Research Note, we examine Motorola Solutions’ video security and access control business in the past year, based on their full-year financial results announced on 8th February 2024, an Investor Overview published in January 2024 and other announcements. We also review two recent acquisitions, which extend the group’s video security product portfolio through entry […]
The Rise and Fall and Rise of PSIM
Physical security information management (PSIM) has experienced a severely elongated hype-cycle since its first emergence in the mid-2000s, never really able to live up to the huge potential it promised. However, a flurry of activity this month has reinvigorated the discussion around the ambitious security approach. In this research note, we chart the history and […]
Influx of Capital from Private Equity Powers Smart Building Tech Space
This Research Note examines recent private equity backing of companies in the building technology space, with a focus on commercial real estate. We reviewed this topic in January 2022 in the context of growth in hybrid workplace technology. Since then, PE investors have continued to support software and technology-focused companies across the sector. There are […]
Signify Lighting Business and Financials 2023 Examined
In this Research Note, we examine the lighting business of Signify, based on their 2023 annual results announced on 26th January 2024, investor presentations and connected lighting technology-related activities throughout the last 12 months. This is an update on our previous coverage of Signify last year. Signify (Euronext: LIGHT), headquartered in Eindhoven, the Netherlands, is […]
Johnson Controls Considers Move to Divest Non-Commercial HVAC Businesses
Rumors circulated this week after a Bloomberg article and comments by Johnson Controls CEO, George Oliver, suggested we may see a potential sale of their residential and light commercial HVAC equipment business. Johnson Controls has described the situation as “early stages” but in this research note, we look at recent activities and trends to consider […]
10 Notable Workplace Technology Acquisitions in 2023
This Research Note reviews workplace technology acquisitions in the commercial smart buildings space over the last 12 months. We highlight significant M&A transactions in integrated workplace management systems (IWMS), workplace experience apps, occupancy analytics, visitor management software and associated workplace hardware. 2023 saw 2 major consolidations in the workplace management sector led by US HVAC […]
10 Notable Energy Management Acquisitions in the Smart Buildings Space 2023
This Research Note reviews energy management acquisitions in the commercial smart buildings space over the last 12 months. M&A in building energy efficiency, analytics, measurement and verification, energy optimization, sustainability and ESG solutions have been the predominant focus in the broad energy management sector. 10 Notable 2023 Energy Management Acquisitions Planon / Ubigreen In January […]
Amazon One Enterprise’s Palm-based Access Control Assessed
Faces, fingers, and eyes have so far dominated the biometric access control landscape but retail giant Amazon is betting on palms to redefine the future of physical security. Initially released in 2020, the palm-based access control solution Amazon One has been gradually building momentum in the retail and hospitality sectors. Now the recent release of […]
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