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Mapping Delta Group’s Strategic Direction in Smart Buildings
March 13th, 2024Charting the Rise of Artificial Intelligence in Commercial Buildings
March 12th, 2024
Bemsiq Building Automation Business & 2023 Financials Examined
In this Research Note, we examine the Bemsiq AB business, based on their 2023 financials, investor presentations, annual report of their parent company and the development of their buy and build strategy. For a detailed review of their building automation brands, see our previous article in September 2023. Bemsiq, with headquarters in Gothenburg, Sweden, consists […]

The Artificial Intelligence Market in Commercial Buildings
Here is the recording and presentation from last’s week livestream discussing our new research which explores the growing role that Artificial Intelligence is playing within commercial buildings. Our new market analysis looks at the progress that has occurred both in the capabilities of Artificial Intelligence broadly and its specialized applications enabling smarter, more sustainable, and […]

More Consolidation in Workplace Analytics as Tango Acquires Locatee
This Research Note examines the recent Tango announcement that it has acquired Locatee, a Swiss workplace analytics firm. We assess the portfolio and acquisitions of US-based facilities management software firm, Tango Analytics, the rationale for the Locatee deal, and our forecast for the occupancy analytics market in 2024 and beyond. This transaction continues the consolidation […]

Investors Continue Backing of AI Video Surveillance for Safety & Security in 2024
Last week, AI video analytics safety solution provider Intenseye Inc. closed a $64 million in a Series B investment. On the same day, February 27th, another AI video provider, Rhombus, secured over $43 million via funding and financing. The two deals shine a light on an AI segment that is standing out within a steadily […]

learnd BMS Integration Business & Growth Strategy Examined
learnd, a UK-based BMS integrator, announced two acquisitions in February 2024 – Ashdown Controls in Ireland and BG Energy Solutions in the UK. This Research Note highlights the buy and build strategy of learnd SE, a Luxembourg public company, since the completion of their SPAC listing in January 2023 and their mission to become the […]

Kieback&Peter Building Automation Business & Financials Examined
In this Research Note, we examine Kieback&Peter, one of the long-established German manufacturers and systems integrators of building automation solutions and services. This analysis is based on their December 2023 filing of their 2022 company accounts and more recent announcements. Kieback&Peter GmbH & Co. KG was founded in 1927 in Berlin, Germany. This family-owned medium-sized […]

“Open Sesame” Exploring Alibaba’s Smart Building Approach
Initially launched in 1999 as an online marketplace for Chinese-made products, The Alibaba Group has gone on to become one of the biggest companies in the world with a market cap of over $210 billion. While online retail remains Alibaba’s core service offering, the firm has expanded into a huge range of activities, including comprehensive […]

Allegion Access Control Business & Financials 2023 Examined
In this Research Note, we examine Allegion plc, a pure-play provider of security and access solutions. Our analysis is based on their 2023 annual results, presentation, earnings call and 10K Report. We highlight growth in electronic security products, software and corporate venture capital investments in 2023. Note that we reviewed Allegion’s May 2023 Investor Day […]