Cloud

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 […]

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 […]

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 […]

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 […]

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 […]

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%. […]