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Standards Vs Ecosystems: The Battle for Interoperability
May 24th, 2022Viessmann Group Business and Financials Examined
May 23rd, 2022
Bravida’s Smart Building Automation Business Examined
In this Research Note, we examine the building automation business of Bravida Holding AB, a 100-year old Swedish company with a vision statement of “bringing buildings to life”. This analysis is based on their 2021 Annual Report, investor presentations, growth strategy and M&A activities. Bravida operates in the Nordic market for technical service and installation of buildings and facilities. Bravida’s core […]
Time to put Inefficient Buildings in the Climate Change Spotlight
Within the industry, we talk a lot about the environment-saving potential of smart buildings. How our buildings are responsible for 40% of global energy consumption and 33% of greenhouse gas emissions, and how smart technology can be used to reduce that significant contribution to climate change. However, despite that unparalleled environmental impact, we rarely see […]
Hybrid Work Needs Hybrid Regulation
Over the past century, regulation of businesses and employment has gradually developed to protect workers, support societal goals, and drive economic growth. While the level of regulation varies by region, industry, and type of company, general rules are applied in relation to working conditions, hours and pay, diversity and inclusion, privacy, and other important aspects. […]
Motorola Solutions Continues Video Security Acquisition Spree in 2022
In this Research Note, we examine Motorola Solutions Video Security and Access Control business based on their Q1-2022 financial results, investor presentations and M&A. Our analysis of two recently acquired companies, Calipsa and Videotec, brings Motorola’s deal count up to eight acquisitions in this segment in less than four years. Motorola announced its Q1 results on 12 May 2022, […]
Technovator Smart Buildings Business and 2021 Financials Examined
In this Research Note, we examine Technovator, a key player in the Chinese building automation market, based on their 2021 annual report, financial results and investor presentations. Technovator International Ltd designs, manufactures and distributes integrated building automation and energy management systems, including hardware, software & total solutions to system integrators and distributors. The group positions itself as […]
The Rise of Health Certification in Commercial Real Estate
We have long recognized the importance of our buildings on human health. Studies dating back decades have highlighted huge amounts of time we spend in buildings and how the indoor environment can impact our physical, and mental health. Performance metrics and certification programs around indoor health began to emerge in the 2010s but were still […]
Senstar Technologies Business and 2021 Financials Examined
In this Research Note, we examine Senstar Technologies perimeter protection business, based on their 2021 20F financial report, earnings call, investor presentations, acquisitions and divestments, vertical market focus and our analysis of their market positioning. Senstar Technologies Ltd, a listed company on the US Nasdaq global market, based in Ramat Gan, Israel, is a provider of physical security hardware and software […]
Exploring M&A Trends in the Physical Security Market
The total annual value of mergers and acquisitions (M&A) in the physical security industry over the last 15 years has been very volatile. In the peak years there was always at least one major acquisition, often two, with a value of between $2 billion and $16 billion, exaggerating the contrast with low-M&A trough years. While […]
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