Home Automation
WAGO Targets Data Centers in 2026: A Proven Growth Play
August 31st, 2026Comelit Targets €300m by 2030 with Ritto Acquisition from Schneider Electric
August 17th, 2026
ADT UK Residential Sold for £180M: Inside Johnson Controls Divestment Strategy
This Research Note examines the latest divestment ofJohnson Controls: the ADT UK residential security monitoring business is being sold to Intelligent Monitoring Group (IMG), a security services provider across Australia and New Zealand. We highlight the transaction details and strategic rationale before commenting on the overall divestment strategy in Johnson Controls fire and security businesses. […]
Airthings in 2026: Can a Restructuring Overcome Critical Business Challenges?
This Research Note examines Airthings, a Norwegian IAQ device monitoring firm that faced a combination of financial pressures, strategic recalibrations, and a significant transaction that fell through at the last stage in 2025, followed by restructuring and headcount reduction. We assess the way forward for the company in 2026. Underperformance of Airthings Business Segment The most […]
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 […]
Shelly Group Smart Building Business & 2024 Financials Examined
In this research note, we examine Shelly Group SE, a public company that provides IoT and smart building solutions based in Bulgaria. This article reviews their product portfolio, a Capital Markets Day presentation of 5th November 2024, preliminary 2024 financial highlights of 9th January 2025, and guidance for 2026. Shelly Group Profile Shelly Group AD is […]
Acquisition Spree for GEWISS Group in Building Automation & Lighting
In this Research Note, we examine GEWISS, the Italian electrical products manufacturer highlighting the Group’s M&A strategy, demonstrated by 3 strategic acquisitions in lighting and building automation in 2024. Gewiss Group Profile Founded in 1970, GEWISS is the largest Italian corporation in the electrical engineering sector, with headquarters in Cenate Sotto, Bergamo. The company is […]
#Podcast 35: Why are Smart Homes so Dumb?
In this podcast episode, we dive deep into the current state of smart homes technology with Consumer Reports journalist Daniel Wroclawski, who brings 10 years of experience covering the smart home industry. Dan shares candid insights about why our homes aren’t as smart as we’d expect in 2024 despite rapid advances in other tech sectors. […]
Comelit Physical Security & Building Automation Business 2024 Examined
In this Research Note, we explore Comelit Group SpA, an Italian manufacturer of physical security systems, highlighting its M&A growth in the last 5 years culminating in its entry last month into the building automation market. Founded in 1956, Comelit specializes in the design and manufacture of video entry, video surveillance, anti-intrusion, home automation, access […]
Schneider Electric Smart Buildings Business & Financials 2023 Examined
In this Research Note, we examine the Smart Buildings business of Schneider Electric, based on their 2023 Full Year Results, presentations, Q3 and Q4 earnings calls. Significant partnerships, acquisitions and divestments in the smart buildings space are also highlighted throughout 2023. Schneider Electric Energy Management Division The Buildings end market of Schneider Electric is addressed […]
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