Intruder Alarm
Laying the Infrastructure for Global Physical Security Market Growth
April 7th, 2022The Integrated Future of Smart Buildings & Physical Security
March 30th, 2022
Bosch Energy and Building Technology Business 2021 Examined
In this Research Note, we examine the Bosch Energy and Building Technology businesses, based on their 2021 annual results, M&A strategy, and related activities in energy, building automation, and security systems. Bosch Energy and Building Technology (EBT) business, the smallest of four reportable sectors, accounted for €5.9 billion revenues in 2021, just 7% of Bosch Group, a leading German […]
Securing the Security of the Global Physical Security Market
“Tensions over alleged human rights violations and the ongoing trade war between China and the US has seen legislative moves, new sanctions, and tit-for-tat trade barriers erected that significantly disrupt the flow of physical security products between the two nations, and the ability of their respective manufacturers to trade in their respective markets,” explains our latest […]
ADT Commercial Fire and Security Business Examined
In this Research Note, we examine the ADT Commercial fire and security business, based on their 2021 Results, 1st March 2022 Investor Day presentation and strategy throughout 2021. ADT is the provider of security alarms and monitoring services for the smart home and small business sector in the United States. With revenues of $5.3 billion in 2021, ADT reports its […]
Carrier Building Automation and Fire & Security Businesses Examined
Carrier Global Corporation, established as an independent public company, following its spinoff from United Technologies Corp. in April 2020, is one of the top three global HVAC equipment manufacturers. In this Research Note, we examine two of its adjacent business areas – the Fire & Security and Building Automation businesses, based on Carrier’s 2021 10K Report, […]
Blurring the Lines Between Physical Security & Smart Building Technology
The physical security industry has changed extensively in the past 20-years as buildings got smarter and the threat landscape developed. Over those two decades we have seen the dominance of large conglomerates erode, innovative startups grow, and the rise of China as the undoubted world leader in key physical security segments. Then, over the past […]
The Buy and Build Strategy of Private Equity-Backed ACRE Examined
In this Research Note, we examine the acquisition strategy of ACRE, a Dallas, USA-based platform company backed by private equity capital. Founded to acquire, partner or invest in specialized players in the physical security industry, ACRE has become one of the largest independent providers of access control, intrusion detection, video surveillance, and communication networks in North […]
The Global Physical Security Market Shows Resilience During the Pandemic
Over 18 months into the COVID-19 pandemic, and the global physical security market has demonstrated a remarkable degree of resilience, outperforming some other global technology markets and indeed beating our best-case scenario projection from last year. The pandemic is helping to reshape the physical security industry, turbo-charging certain emerging business models, whilst it also continues […]
The Best Opportunities for Physical Security Business Growth over the Next 3 Years
Our world report on the Physical Security Business 2020 -2025 shows that the industry in the last two years has faced serious challenges, none more so than the COVID-19 pandemic, but it has proved to be robust and will return to significant growth by 2025. Major manufacturers will continue to increase their share of […]
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