Digital Technologies

In our latest podcast episode, we explored 5 smart buildings trends with co-host Rob Murchison that have reshaped how we operate and think about commercial buildings in 2025. From the changing role of property managers to new ways of measuring building performance, to the growing role of IT managed service providers. Whether you’re a property […]

In this Research Note, we examine the Buildings business of Siemens, which operates within the Smart Infrastructure (SI) division, based on their Q4 earnings release and investor presentations of 13th November 2025 and the Capital Market Day presentation in December 2024. This article focuses on the latest financial results, divisional revenue mix and acquisitions, followed […]

The smart building technology market presents a unique challenge for commercial real estate professionals: how do you efficiently evaluate thousands of technology vendors when every week brings new pitches, new solutions, and new promises? The sheer volume of vendors, from energy management platforms to occupancy analytics providers, makes systematic evaluation nearly impossible with traditional methods. […]

This Research Note examines what’s behind the Vertiv acquisition of Waylay, a Belgian startup offering an IoT orchestration platform. We highlight the transaction details, strategic rationale, Waylay profile, and Vertiv’s product and services portfolio before providing a Memoori view of the technology acquired. Transaction Details and Strategic Rationale In August 2025, Vertiv Holdings, a vendor […]

In this Research Note, we examine the HVAC and building automation business of Carrier, based on their Q4 Earnings Presentation and Conference Call, 11th February 2025, and 2024 10K Report, covering their financial performance and aftermarket and digital business. Carrier Profile Following its portfolio transformation over the last 2 years, Carrier Global Corporation has repositioned […]

This Research Note reviews in detail Siemens Smart Infrastructure (SI) and the Buildings business presented at the Smart Infrastructure Capital Market Event in Zug, Switzerland on 12th December 2024. This event featured presentations and Q&A from the SI CEO, CFO and the Heads of the 3 business areas, including Susanne Seitz, the newly appointed CEO […]

In this Research Note, we examine Kontrol Technologies Corp, a Canadian public company offering IoT, Cloud, and SaaS technology for smart buildings and cities in the North American market. Based on their 2023 Annual Information Form and Consolidated Financial Statements, filed on 1 April 2024, this analysis covers their subsidiaries and operating businesses, corporate restructuring […]

This Research Note examines the emerging strategic priorities of Johnson Controls (JCI) in the smart buildings space. We have mapped acquisitions, divestments, strategic partnerships, and investment activity to ascertain the growth ambitions of the group, by categorizing the various business relationships by technology and investment type. This article is intended as a non-exhaustive indicator of […]