IPO
Breaking the Glass Unicorn: View Inc. Files for Bankruptcy
April 16th, 2024learnd BMS Integration Business & Growth Strategy Examined
March 4th, 2024
The Rise and Fall and Rise of PSIM
Physical security information management (PSIM) has experienced a severely elongated hype-cycle since its first emergence in the mid-2000s, never really able to live up to the huge potential it promised. However, a flurry of activity this month has reinvigorated the discussion around the ambitious security approach. In this research note, we chart the history and […]
Stem Behind-The-Meter Energy Storage Business and Financials Examined
In this Research Note, we examine Stem, the first pure-play smart energy storage company to go public in the US. This article is based on their 2022 annual results, 10K Report, investor presentations and previous analysis. Founded in 2009, Stem is an energy storage company that offers commercial and industrial (C&I) customers a complete solution […]
Nostromo Behind-The-Meter Energy Storage Business Examined
In this Research Note, we examine Nostromo, the Israeli public company developing Behind-the-Meter thermal energy storage solutions for commercial buildings. Founded in 2017, Nostromo Energy is a developer of sustainable energy storage and energy demand management solutions for commercial buildings that use chiller-based air conditioning. The system is based on proprietary IceBrick encapsulated ice cells […]
SmartRent Smart Apartment Business, Financials & Growth Strategy Examined
In this Research Note, we examine SmartRent, a smart home technology company focused on rental housing in the U.S. Our analysis is based on their FY2022 annual results and investor presentations. Founded in 2017, SmartRent, Inc. is an Arizona-based provider of a smart home technology platform for property owners, managers, developers, homebuilders and residents. Their […]
Evolv Technology Weapons Detection Business & Financials Examined
In this Research Note, we examine Evolv Technology, a U.S. provider of AI-based weapons detection for security screening. This article covers the firm’s development, 2022 financials, vertical market approach and growth strategy. It is based on Evolv’s 2023 Analyst Day Presentations, Q4 Earnings Deck, 2022 10K Report and our analysis. The Boston, Massachusetts startup has […]
Hikvision Video Surveillance Business & 2022 Financials Examined
In this Research Note, we examine the Chinese video surveillance giant, Hikvision (Hangzhou Hikvision Digital Technology Co., Ltd) focusing on their 2022 financial results, based on their 2022 Annual Report and analyst reports. This article updates our previous analysis. Hikvision is the world’s largest manufacturer of video surveillance equipment. Established in 2001, the Company was […]
Simpple IPO & Facilities Management Business Examined
Founded in 2016, in Singapore, Simpple provides solutions for building managers and owners to operate their buildings autonomously through technology. Originally focused on robotic cleaning, the company soon shifted to an integrated software solution that connects IoT devices, robotic solutions, and the workforce, through a single unified platform, enabled by AI. Achieving revenues of $4.8 […]
Learnd BMS Integration Business, SPAC Listing & Growth Strategy Examined
Learnd, a UK-based systems integrator, has announced the acquisition of Complete Energy Controls, a Scottish firm delivering Building Management Systems (BMS) with a multi-site energy management focus. This Research Note highlights the public listing of Learnd, their “buy and build” business model, recent and forthcoming acquisitions, based on investor presentations, SPAC documents and Memoori analysis. […]
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