Commercial Buildings
Kieback&Peter & Trane Technologies: A Deal Reshaping European Building Automation?
May 14th, 2026Smart Building AI Consolidation: The Acquisition Wave!
May 12th, 2026
Trane Cloud: What 65,000 Connected Buildings Reveals About its Digital Strategy
This Research Note examines Trane Cloud, the digital hub for smart building operations launched by Trane Technologies in February 2026. We analyze the evolution of Trane’s digital platform over the past 13 years through acquisitions and partnerships, as part of the group’s strategy to grow its digital services offering. Trane Cloud Trane Cloud is positioned […]
Ameresco’s 9.2% Revenue Growth Fueled by European Expansion
In this Research Note, we examine Ameresco’s energy services business based on their 2025 results 2nd March 2026, presentation and 10K Report, highlighting their business segments, 2025 financial highlights, recurring revenue and EBITDA mix. This article updates our previous coverage of Ameresco in March 2025. Ameresco Profile Founded in 2000, Ameresco, Inc. is a leading […]
Stem Software Pivot: Can a Dual-Market Strategy Deliver 2026 Growth?
This Research Note examines Stem’s energy storage and solar business, 2025 financial highlights, and their progress towards a software-centric model, based on the company’s Q4 2025 results, 4th March 2026, and their latest 10-K report. We comment on their pivot to a dual-market software strategy aimed at both commercial and industrial clients and a utility-scale […]
Built Cybernetics Software ARR Grows 69% as Profitability Returns
This Research Note explores Built Cybernetics plc, a London AIM-quoted PropTech group delivering Smart Buildings and architectural services. We examine their latest financial highlights, year ending 30th September 2025, announced 23rd March 2026, and their strategic focus on 3 smart building software brands. This article updates our previous coverage of the company in April 2025. […]
Podcast #46: Smart Building ROI Is a Risk Management Problem
Every year, the commercial real estate industry pours more money into connected building technology, and every year a stubborn gap persists between the ROI promised in the vendor deck and the ROI that actually shows up in net operating income (NOI). The reflex is to blame the tech: the wrong platform, the wrong integrator, the […]
Bisly Review 2026: Inside the €13m Backed Platform Pushing Mid-Market Building Automation
This Research Note examines the Estonian firm, Bisly, the 2026 winner of the ABB Smart Buildings Startup Challenge. This article updates our coverage of the startup in June 2024, with new data on deployments, revenue growth, latest funding and market presence. ABB 2026 Smart Buildings Startup Challenge In its seventh year, the ABB 2026 Startup […]
Johnson Controls Eyes $4.5B Security Sale: 3 Potential Buyers Analyzed
Johnson Controls is working with advisers to gauge buyer appetite for its Access Control and Intrusion Detection units, with a combined price tag potentially reaching $4.5 billion, according to a Bloomberg report. The company is exploring selling the units separately or together, though deliberations remain at an early stage and retaining one or both is […]
XY Sense Review: Key Developments Shaping the Company 2026
This Research Note examines the Australian workplace sensor firm, XY Sense. We assess their development over the last 6 years, expansion in the UK, India, and the United States, before presenting the latest findings of their global Workplace Utilization Index and our view of the company. XY Sense Profile Co-founded in 2016 by Serraview co-founders, […]
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