Data Center
Legrand Building Infrastructure Business & 2022 Financials Examined
April 20th, 2023Mapping the Strategic Direction of Schneider Electric in Smart Buildings – Part 2
January 23rd, 2023
Mapping the Strategic Direction of Siemens in Smart Buildings – Part 2
This Research Note examines the emerging strategic priorities of Siemens in the smart commercial buildings space. We have mapped acquisitions, mergers, strategic partnerships and investment activity to ascertain the growth ambitions of the Siemens Smart Infrastructure division; categorizing the various business relationships by technology and investment type over a 3-year period. This article, part 2 of a 2-part analysis, is […]
Legrand Connected Buildings Business & 2021 Financials Examined
In this Research Note, we examine Legrand Group, from the perspective of its latest financial results, strategic roadmap, acquisitions, and connected buildings strategy, based on investor presentations, 2021 Capital Markets Day and their 2021 Universal Registration Document. Legrand positions itself as the only global pure player in the electrical and digital building infrastructure industry, with the largest product offering on […]
Carrier Building Automation and Fire & Security Businesses Examined
Carrier Global Corporation, established as an independent public company, following its spinoff from United Technologies Corp. in April 2020, is one of the top three global HVAC equipment manufacturers. In this Research Note, we examine two of its adjacent business areas – the Fire & Security and Building Automation businesses, based on Carrier’s 2021 10K Report, […]
Johnson Controls 2021 Annual Report Examined
Few publicly listed companies like Johnson Controls International (JCI), present a pure smart buildings product and service offering. Since the 2016 merger with Tyco, and the 2019 sale of its Power Solutions business to BCP Acquisitions LLC for $13.2 billion, the firm is looking to capitalize on macro-trends including decarbonization, post-pandemic focus on healthier buildings, and digital technologies. JCI […]
Dirty Cryptocurrencies Must Take A Smart Building Approach to Energy Efficiency
While still seeming strange and unofficial to many, cryptocurrencies have now become an established part of the world economy. These blockchain-based virtual currencies have become hugely popular for a wide variety of people around the world, from mom and pop investors to billionaires such as Elon Musk, who recently began accepting Bitcoin as payment for […]
ABB Ramps Up its Mid-Market Commercial Building Automation Business
This article was written by Daphne Tomlinson, Senior Research Associate at Memoori. ABB is targeting a new growth opportunity in the commercial building solutions and services sector, according to its November 2019 Electrification Investor Day in Italy. The group presentation views commercial buildings as a high-growth segment with a $21 billion market size and a […]
Uncertainty is the Only Certainty for Commercial Real Estate Post-COVID
“If we think about real estate as an asset class its value isn’t entirely determined by short term rent rolls,” said Tim Savage, Clinical Assistant Professor of Real Estate at NYU Schack Institute of Real Estate. “In the short run, we will see perceived values fall but this is a natural disaster, not a financial […]
Smart Building Technology: Maintaining the Balance Between Energy & Data
The power efficiencies we expect from microchips according to Moore’s law are decreasing, leading to growing power demand from computing technology. However, we are gaining energy efficiency from smart technology in buildings, cities, and elsewhere. That smart-tech generates massive amounts of data, which then demands huge amounts of power. We can and we must build […]