Cloud
Carrier Portfolio Transformation: Exit of Commercial & Residential Fire Businesses
August 16th, 2024Equans Energy Services Business & Financials Examined
August 14th, 2024Mapping the Strategic Direction of Siemens in Smart Buildings 2024
This Research Note examines the emerging strategic priorities of Siemens Buildings business in 2024, part of Siemens Smart Infrastructure Division. This analysis is intended as a non-exhaustive indicator of their strategic direction in the smart buildings sector between October 2022 and June 2024, updating our previous Research Note, part 1 and part 2 published in […]
Will Autodesk Acquire Eptura Extending its AEC Software Business into Building Operations?
In this Research Note, we examine the possibility of Autodesk, the $5.5 billion architecture, engineering, and construction (AEC) software giant acquiring Eptura, the IWMS player formed in October 2022 from the merger of 10 separate workplace software brands. We review the relationship between the two companies, highlight Autodesk’s strategy to extend its portfolio into building […]
Schneider Electric Takes Controlling Stake in IWMS Vendor Planon
This Research Note examines Schneider Electric’s agreement to increase its ownership in Planon to a controlling stake of 80%, announced in Schneider Electric’s Half Year 2024 financial results on 31st July 2024. Transaction Details On July 30, 2024, Schneider Electric signed an agreement to increase its ownership of Planon to a controlling stake of 80%. […]
Zumtobel Group Lighting Business & 2024 Financials Examined
This Research Note examines Zumtobel, an Austrian-listed lighting group active worldwide, highlighting their market and brand positioning, 2023/24 financial results, Keyture connected lighting, and SiteWorx acquisition. This analysis is based on their recent 2023/2024 financials, annual report, and investor presentation, published 3rd July 2024. Founded in 1950, Zumtobel Group AG is a supplier of Thorn, […]
Mapping the Strategic Direction of Honeywell in Smart Buildings
This research note examines Honeywell’s emerging strategic priorities in smart buildings. We have mapped the acquisitions, strategic partnerships, investment activity, and divestments of the business to ascertain their growth ambitions, by categorizing the various relationships and deals by technology and investment type over recent years. This analysis is intended as a non-exhaustive indicator of their […]
Consolidation in the Critical Event Management & Mass Notification Software Market
This Research Note examines the flurry of consolidation activity in the critical event management software market announced in July 2024. We are seeing both corporate buyers in the physical security sector and private equity firms augmenting their portfolios with software that helps businesses anticipate, prepare for and efficiently respond to incidents. The latest transaction announced […]
Is the Power of AI Worth the Power Needs of AI?
Artificial intelligence (AI) is being touted as the solution to almost all the major problems facing our world today, not least climate change. AI promises to drive efficiency in our smart buildings, cities, and grids, it is also expected to reduce energy consumption through the automation of manufacturing and construction. However, the sheer scale of […]
Halma Fire Safety Businesses & 2024 Financials Examined
This Research Note examines the fire detection and suppression businesses of Halma plc, part of the Safety Sector of the UK public company. This analysis is based on financial releases, investor presentations, year ending 31 March 2024, announced on 13th June 2024, and Memoori analysis of the major companies and estimated revenue mix of the […]