Data Analytics
Mapping Delta Group’s Strategic Direction in Smart Buildings
March 13th, 2024“Open Sesame” Exploring Alibaba’s Smart Building Approach
February 28th, 2024ABB Smart Buildings Business 2023 Examined
In this Research Note, we examine the Smart Buildings business of ABB, based on their February 2024 Factsheet and building automation portfolio, acquisitions, divestments and investments throughout 2023. This article updates our 2022 Examined article published in March 2023 and the Capital Markets Day update for Smart Buildings in December 2023. The Smart Buildings division, […]
Honeywell Building Technologies Business & Financials 2023 Examined
In this Research Note, we examine the Building Technologies business of Honeywell (HBT) based on their 2023 10K Report, investor presentations and commentary from their Q4 investor call. The strategic rationale for the Carrier Access Solutions acquisition is further discussed and significant investments and partnerships by HBT throughout the year are highlighted. Honeywell Products & […]
Equiem Workplace Experience Platform Business Examined
In this Research Note, we examine the Australian workplace experience platform provider, Equiem, with a focus on the evolution of their app, target markets and strategic acquisitions. Founded in 2011, Equiem launched one of the first tenant experience apps for office buildings. Currently, their workplace experience suite includes a workplace experience app, analytics tools, building […]
Semiconductor Partnerships Signal Growing Maturity of Smart Building Market
“It was not so very long ago that people thought semiconductors were part-time orchestra leaders and that microchips were very small snack foods,” said US politician Geraldine Ferraro in the 1980s about a technology that has gone on to revolutionize the world. Semiconductors are so essential for the creation of computers, phones, vehicles, and almost […]
10 Notable Strategic Investments in the Smart Buildings Space in 2023
This Research Note reviews strategic investments in the smart buildings space over the last 12 months. A diverse range of corporate stakeholders – commercial real estate service firms, building owners and operators, vendors of building automation systems and HVAC equipment firms – have continued to fund startups with innovative technology platforms and business models. Investments […]
What’s Behind Schneider Electric’s Move to Divest AutoGrid to Uplight?
This Research Note looks at what’s behind Schneider Electric’s latest move to divest AutoGrid to Uplight, the Boulder, Colorado-based utility software company. We review the history and assess the current state of play behind the transaction. In December 2023, Uplight announced an agreement to acquire AutoGrid, a Virtual Power Plant (VPP) and Distributed Energy Resource […]
How have Tech Job Losses Impacted the Smart Buildings Space? Part 1: BIoT Platforms
In this Research Note, we examine trends in job losses in the smart buildings startup space. The analysis is based on LinkedIn headcount reduction data over the past two years and our own compilation of statistics relating to startups undergoing redundancies, restructuring and downsizing. We have highlighted 8 examples of job losses in the BIoT […]
Mapping the Strategic Direction of Grosvenor Property Group in Smart Buildings
This Research Note examines the emerging strategic priorities of Grosvenor Property Group in the smart commercial buildings space. We have mapped strategic partnerships and investment activity by categorizing the various business relationships by technology and investment type over a 3-year period between January 2021 and July 2023. Grosvenor (GPUK) is the UK’s largest private property […]