Guarding

Almost two years on from the announcement that STANLEY Security was to be acquired in December 2021, this Research Note examines the electronic security business of Securitas, rebranded as Securitas Technology, based on Securitas investor presentations, 2022 annual report and Q3-2023 interim report, 7th November 2023. This article highlights the strategy, financials and progress of […]

In this Research Note, we examine the ADT Commercial fire and security business, based on their 2022 Results, investor presentations and strategy throughout 2022, updating our previous analysis. ADT is a US public company providing smart home, commercial security, and solar solutions serving residential, small business, and commercial customers in the United States. Total revenues […]

Robotic technologies are changing the security landscape in commercial real estate. Two recent examples highlight the trend for incumbent players to partner with startups to maximize innovation and to ensure the effectiveness of this complementary technology in protecting the occupants of large facilities.  ADT Commercial has recently established its own Innovation Lab based in Dallas, Texas […]