Energy Management
Stem’s AI Pivot: Insights from 2024 Financials & New Strategic Direction
April 7th, 2025Trump Tariff Era: How 2025 Policies Could Reshape Smart Building Tech
April 2nd, 2025
Noda’s Pivot from Infogrid: Comprehensive Review of 2023 Results & 2025 Strategy
This Research Note takes an in-depth look at UK/US startup Noda’s filing of their 2023 accounts, released on 24th March 2025, detailing the financial results of Information Grid Ltd. We also comment on subsequent events in 2024 and 2025, including headcount reductions, transaction details of the Buildings IoT acquisition, rebranding and total disclosed funding. This […]
IoT Deployments: Essential Strategies for Balancing CapEx vs OpEx Costs in 2025
“IoT deployments in smart commercial buildings continue to gain momentum, driven by regulatory compliance, energy efficiency mandates, and the push for enhanced operational performance,” explains our latest smart building research. “Organizations are investing in IoT hardware to optimize building functions, improve tenant experiences, and lower long-term costs. However, implementation costs remain a critical consideration.” IoT […]
Indian Innovation: 11 Smart Building Startups Gaining Traction
In this Research Note, we examine the smart building startup market in India. This analysis is part of our Startups in Smart Buildings Report, published in January 2025 in which we examined 30 APAC startups gaining traction. We assess the venture capital fundraising market in India, before highlighting 11 startups founded in India in the […]
Alarm.com Strategic Expansion: 25% Growth in Commercial & Energy
In this Research Note, we examine Alarm.com, a U.S. provider of physical security, intelligent automation, and energy management solutions for smart homes and commercial real estate. This analysis highlights the growth strategy of the commercial security, international and venture businesses. It is based on Alarm.com’s Q4 Earnings call, 20th February 2025, investor presentations, 2024 10K […]
Legrand Building Infrastructure Business & 2024 Financials Examined
In this Research Note, we examine Legrand Group, from the perspective of its 2024 financial results reported on 13th February 2025. We highlight the group’s strategic roadmap, its focus on data centers, energy transition products, and acquisitions based on investor presentations, including their Capital Markets Day in September 2024. Legrand Profile Legrand, a French public […]
French Demand Response Aggregator Voltalis Examined
This Research Note explores Voltalis, a French Demand Response aggregator, specializing in intelligent demand-side management which temporarily modulates electricity consumption in homes and buildings to balance supply and demand. We examine the company’s platform, its market leadership in France, entry into the UK and external funding, before providing our view on the market. Voltalis Profile […]
Trends Powering the Smart Building Market to 4Bn IoT Devices by 2030
The growth of IoT devices being deployed in commercial buildings remains strong in 2025, driven by declining hardware costs, enhanced wireless connectivity, increased demand for energy efficiency and operational automation, as well as the rising capabilities of edge computing. Data from our latest study indicates that the installed base of IoT devices in commercial buildings […]
Schneider Electric Shows Strong Growth in the Data Center Infrastructure Market
In this Research Note, we examine the Data Center business of Schneider Electric, based on their 2024 Full Year Results, Presentation, and Earnings Call of 20th February 2025. We also highlight previous acquisitions and growth for this key vertical, before assessing the competitor landscape and ranking of the major building infrastructure suppliers in the data […]
