Home Security
ADT UK Residential Sold for £180M: Inside Johnson Controls Divestment Strategy
July 20th, 2026Alarm.com Surpasses $1Bn Revenue with 25% in Commercial Security & Energy Management
March 17th, 2026
Verisure 2025 IPO: Understanding the Shift in Professional Security Services
In this Research Note, we examine Verisure, the monitored security services firm that has recently completed its IPO. We highlight the transaction details, explore the business, based on its IPO prospectus and recent company presentations, before commenting on their strategic acquisitions in the self-monitored and professionally monitored security markets. Transaction Details Verisure completed its IPO […]
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 […]
#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 […]
Alarm.com Connected Property Business & 2023 Financials Examined
In this Research Note, we examine Alarm.com, a US provider of physical security, intelligent automation, and energy management solutions for smart homes and commercial real estate. This analysis highlights their 2023 financial results announced on 22nd February 2024, business model, strategy and M&A, based on their 2023 10K Report, investor presentations, and news throughout the […]
Hikvision Spinning Off Smart Home & Robotics Businesses
Chinese video surveillance Giant Hikvision (Hangzhou Hikvision Digital Technology Co., Ltd.) will spin-off Smart Home business Ezviz (Hangzhou EZVIZ Network Co., Ltd.), details of which were announced in the IPO prospectus they published in December. It states that they aim to raise RMB 3.739 billion (USD 588.3 million) by listing Ezviz on the Science and […]
Has Smart Home Technology Lost Its Way?
Over the last 18-months, due to the ongoing COVID-19 pandemic, commercial buildings have largely been empty and residential buildings have never seen such high occupancy during the day. Unsurprisingly, home improvement has been high on the agenda for people around the world, especially in the affluent developed nations that were hit hard by the virus […]
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