Cloud
LMG: UK Smart Buildings Software & Services Provider Examined
November 6th, 2024Sauter Group Building Automation Business 2024 Examined
November 4th, 2024
Acuity Brands Intelligent Spaces Business & FY2024 Financials Examined
In this Research Note, we examine the development of Acuity Brands Intelligent Spaces Group (ISG) and its FY2024 financial results, y/e 31st August 2024. Our analysis is based on the 1st October 2024 news release, presentation, and transcripts of quarterly earnings calls throughout the fiscal year. We also examine Distech Controls’ position in the French […]
What’s Behind Acuity Brands Acquisition of QSC?
This Research Note examines what’s behind the acquisition of QSC by Acuity Brands announced on 24th October 2024. We review the transaction details, the strategic rationale, QSC’s profile, and the Seervision acquisition before assessing how this acquisition fits into Acuity Brands Intelligent Spaces portfolio. Transaction Details Acuity Brands announced an agreement to acquire QSC LLC for […]
How Close are we to Realizing AI’s Potential for HVAC Optimization?
Globally, only a very small percentage of commercial buildings operate fully integrated, AI-driven, autonomous energy management for HVAC optimization. Our new research estimates that a significant percentage of commercial buildings have no HVAC control whatsoever, while the rest of the market is divided between rule-based control, preset algorithms, and predictive functions, to varying degrees. Together, […]
Urbanise Facilities Management Software Business & FY2024 Financials Examined
In this Research Note, we examine Urbanise, an ASX-listed facilities management software business headquartered in Australia. We focus on their software offerings, FY2024 financial highlights, and FY2025 outlook. Founded in 2001, Urbanise offers solutions for facilities and strata managers. Their cloud-based Software-as-a-Service (SaaS) platforms, Urbanise Strata and Urbanise FM, service the strata and facilities management […]
ICONICS Building Automation Business Examined
In this Research Note, we examine the building automation business of ICONICS Inc., a group company of Mitsubishi Electric, based on their latest acquisition, smart buildings portfolio, and Microsoft partnership. ICONICS Inc Founded in 1986 and headquartered in Foxborough, Massachusetts USA, ICONICS Inc. is a global software developer focused on SCADA, IoT, mobile, analytics, and […]
Wago Building Automation Business & Financials 2024 Examined
This Research Note examines Wago Group, a German supplier of electrical interconnection technology and automation products for buildings and factories. We analyze their 2023 financial highlights and growth strategy in building automation solutions and cloud services. Wago Profile Wago Group is a German manufacturer of over 25,000 products, systems, and solutions for electrical interconnection technology […]
Cisco Spaces Platform Examined 2024
This Research Note examines Cisco Spaces, formerly known as DNA Spaces, a cloud-based platform that leverages Cisco network infrastructure and collaboration devices to provide occupancy analytics and indoor location intelligence for building operations. Cisco Spaces Value Proposition By utilizing infrastructure such as Cisco Meraki, Webex, and Catalyst hardware, enterprises can make buildings smarter, at a […]
Carrier Portfolio Transformation: Exit of Commercial & Residential Fire Businesses
This Research Note reviews Carrier’s announcement to divest its commercial and residential fire business to an affiliate of Lone Star Funds for an enterprise value of $3 Billion. This transaction is part of a series of divestments, brought about by the acquisition of Viessmann Climate Solutions. The state of play of Carrier’s portfolio transformation activities […]
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