Commercial Buildings
AI Saves Energy in Buildings. Just Not as Much as You’ve Been Told.
March 19th, 2026Alarm.com Surpasses $1Bn Revenue with 25% in Commercial Security & Energy Management
March 17th, 2026
Legrand’s Data Center Growth: Energy & Digital Transition 53% of Sales
In this Research Note, we examine Legrand Group, from the perspective of its 2025 financial results reported on 12th February 2026. We highlight the group’s strategic roadmap, its focus on high-growth segments and acquisitions, and then comment on Legrand’s positioning in the global data center infrastructure ranking. Legrand Profile Legrand, a French public company, positions […]
Climate Capital Flight: Why 58% of Building Energy Funding is Now Flowing to Europe
Something significant is happening in smart building investment. Climate capital, the money that funds the technology used to decarbonize our buildings, is shifting. Not dramatically, not overnight, but measurably and consistently. From the US toward Europe. And the data from our latest startups report tells the story clearly. In our latest, subscriber-only video, we break […]
Artificial Intelligence in Commercial Buildings: The Reality in 2026
The most underappreciated barrier to adopting artificial intelligence in commercial buildings is the cost and complexity of integrating it with the existing building stock. Up to 75% of engineering effort and budget goes to making existing systems legible to the analytics layer, not to the analytics itself. The technology is not the bottleneck. The building […]
GEWISS Acquires VDA Telkonet 2026: Smart Hospitality Market Play
This Research Note examines the recent acquisition of VDA Telkonet announced by GEWISS, the Italian electrical products manufacturer on 5th March 2026. We highlight the acquisitive strategy of Gewiss and assess the scale of the VDA Telkonet hospitality market offerings. This article updates our previous coverage of the company in January 2025. Transaction Details & […]
dormakaba M&A Surge: 9 Deals in 14 Months Signals a Decisive Strategy Shift
This Research Note examines M&A and investment activity at dormakaba over the last 14 months, highlighting their commitment to execute their growth strategy at a bolder pace. We comment on this acceleration of external investments based on 6 bolt-on acquisitions and 3 strategic investments since February 2025, review their North American growth plan, and provide […]
AI in Commercial Buildings 2026: What’s Working? What’s Next? Where’s the Value?
The headlines will tell you artificial intelligence is everywhere. The evidence tells a different story, and for anyone working in commercial real estate or smart buildings, the gap between those two things is exactly where the real opportunity lies. We’ve just published the third edition of our Artificial Intelligence in Smart Commercial Buildings research, and […]
Motorola Solutions’ Video & Access Business Grows 10% to $2.1B in 2025
In this Research Note, we examine Motorola Solutions’ Video Security & Access Control business in the past year, based on their full-year 2025 financial results and Investor Overview Presentation. We also review their acquisition of Blue Eye in November 2025. Motorola Solutions Profile Motorola Solutions is a US-listed company leading in public safety and enterprise […]
Data Center M&A Surge: 11 Major Suppliers Battle for Dominance
This Research Note examines the major acquisitions, investments, and partnerships in the data center infrastructure sector since October 2024. We chart the activities of 11 primary suppliers of infrastructure to this vertical market as AI-driven demand and intense competition drive M&A and investment. Acquisitions, Investments & Partnerships in Data Center Infrastructure Our chart below documents […]
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