Healthcare
Haltian IoT Business & 2023 Financials Examined
September 3rd, 2024Cisco Spaces Platform Examined 2024
August 21st, 2024
What Can We Learn From the Crowdstrike Cyber Incident?
On July 19th 2024 the world experienced what has been called “the largest computer blackout in history” after 850 million failing computers took down airports, emergency services, television networks, and much more. The incident was not caused by an international criminal group or a malicious state actor, instead, however, it was just a Crowdstrike update […]
Legrand Building Infrastructure Business & 2023 Financials Examined
In this Research Note, we examine Legrand Group, from the perspective of its latest financial results reported on 15th February 2024, strategic roadmap and acquisitions, based on investor presentations and their 2023 Universal Registration Document. Legrand positions itself as the only global specialist in electrical and digital building infrastructure, with the largest product offering on […]
What’s Behind Identiv’s Move to Divest Physical Security Business to Vitaprotech?
This Research Note examines what’s behind Identiv’s latest move to divest its physical security business to European security solutions player, Vitaprotech. We review the new IoT business and the transaction details in the context of Identiv’s strategic review and 2023 financial performance, before exploring the implications for Vitaprotech. This article is based on Identiv’s Strategic […]
Evolv Technology Weapons Detection Business & 2023 Financials Examined
In this Research Note, we examine Evolv Technology, a US public company providing AI-based weapons detection for security screening. This article covers the firm’s 2023 financial results, partners, vertical market approach, and US government investigations. It is based on Evolv’s Q4 Earnings Release, Presentation, 2023 10K Report, filed on 29th February 2024 and our analysis. […]
Signify Lighting Business and Financials 2023 Examined
In this Research Note, we examine the lighting business of Signify, based on their 2023 annual results announced on 26th January 2024, investor presentations and connected lighting technology-related activities throughout the last 12 months. This is an update on our previous coverage of Signify last year. Signify (Euronext: LIGHT), headquartered in Eindhoven, the Netherlands, is […]
Technovator Smart Buildings Business and 2022 Financials Examined
In this Research Note, we examine Technovator, a key player in the Chinese building automation market, based on their 2022 annual report, financial results and investor presentations. Founded in Singapore in 2005, Technovator is listed on the Main Board of the Hong Kong Stock Exchange. The Group is structured into three business units: Smart Transportation […]
Mapping the Strategic Direction of Allegion in the Smart Building & PropTech Space
Spun off from Ingersoll Rand in 2013, Allegion (NYSE: ALLE) has become an established player in the physical security industry for commercial and residential building markets around the world. In this research note, we map the key acquisitions, partnerships, and investments made by Allegion in the past six years to reveal the firm’s strategic priorities […]
Mapping the Strategic Direction of Johnson Controls – Part 1
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 over a 3-year period. This article, part 1 of a 2-part analysis, is intended […]
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