North America
How Does Biden’s New Clean Energy Bill Impact Smart Buildings?
August 22nd, 2022Siemens Smart Infrastructure Invests in Software, Open Platforms & Co-Innovation
July 4th, 2022Alarm.com Connected Property Business and Financials Examined
In this Research Note, we examine Alarm.com, a US provider of physical security, intelligent automation and energy management solutions for the smart home and commercial real estate. This analysis is based on their 2021 and Q1-2022 financial results, 10K Report, investor presentations, M&A and diversification strategy. Alarm.com, founded in 2000, became a public company in June 2015 on Nasdaq under […]
Mapping the Global Digital Workplace Market in 2022
Our new research forecasts that the digital workplace market will grow rapidly at 20% per year between 2021 and 2026, rising from $3.70 billion in 2021, to $9.21 billion in just five years. Market growth will be largely driven by cost-control measures such as space rationalization and reconfigured solutions to help create safe and hybrid workspaces for […]
The Security of Supply & Supply of Security
Despite almost two years of challenges and uncertainty posed by the COVID-19 pandemic, the global physical security market has demonstrated a remarkable degree of resilience. The pandemic is reshaping the industry, turbo-charging certain emerging business models, whilst it also continues to make our societies safer; not just from the pandemic but also from crime and […]
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 […]
DOE Connected Buildings Pilot: A Small Step in the Right Direction
Earlier this month the US Department of Energy (DOE) announced a $61 million pilot project that will create 10 highly connected communities across the country. The initiative will transform thousands of homes and workplaces into energy-efficient buildings that can interact with the electrical grid to optimize their energy consumption. While not extraordinary in terms of investment or […]
Will Biden Inauguration Mark a Turning Point for the Smart Buildings Market?
Today Joe Biden will be sworn in as the 46th president of the US, marking the end of the Trump administration. During four years in office, Trump reversed more than 100 environmental regulations, dismantling major climate policies, and rolling back numerous green policies, including many that sought to bring about efficiency in our buildings. This […]
Do Return-to-Work Investments Now Look Wasteful As We Return-to-Remote?
We may not have realized it at the time but the summer months were a break from COVID-19. After severe restrictions and lockdowns in the northern hemisphere’s Spring, regulations eased in June, July, and August, relative to the months before. Politicians announced return-to-work strategies, presenting strict rules for companies to enforce in their buildings. Desperate […]
Virtual Power Plants Can “Relegate California Blackouts to the History Books”
“As I look out my window I can see [wildfire] smoke right now and I was warned about power outages last week,” said Ryan Hledik, principal at research consultancy Brattle Group, during a phone interview from his California home in mid-August. The state’s grid operators went on to order rolling blackouts for the first time […]