Physical Security
Funding in the Smart Buildings Space Declined 11% in 2022
January 11th, 2023Apple Set to Disrupt the Access Control Market?
January 6th, 2023
3 Things We Learned About Smart Building SPACs in 2022
2021 was the “Year of the #SmartBuilding SPAC” when 9 companies completed a business combination. So what does that make 2022? We have analysed 17 companies, that fit our definition of a PropTech business, to determine what their financial performance looked like in 2022 and what we might expect to happen in 2023 and beyond. […]

How 5G will Change Video Surveillance & How it Won’t!
Few technologies have been hyped as much as 5G. Even before the rollout of 4G, the hype began to build around its successor and projecting the transformative change that 5G would bring to almost every industry. In the physical security sector, 5G is being hailed as a game-changer for video surveillance and other security applications. […]

Mapping the Strategic Direction of Allegion in the Smart Building & PropTech Space
Spun off from Ingersoll Rand in 2013, Allegion (NYSE: ALLE) has become an established player in the physical security industry for commercial and residential building markets around the world. In this research note, we map the key acquisitions, partnerships, and investments made by Allegion in the past six years to reveal the firm’s strategic priorities […]

US-China Trade War Continues To Polarize the Physical Security Market
The Physical Security industry has found itself on the frontline of the US-China trade ‘war’ and its involvement could have significant implications for its future and the future of the wider smart buildings and cities technology markets. “In recent years US-China geopolitical tensions within the physical security industry have escalated,” reports our latest security research. […]

Global Physical Security Market Resilient in the Face of Challenging Trade Conditions
Our new research report shows that the global market for physical security products (Access Control, Video Surveillance, Intruder Alarm & Perimeter Protection) has demonstrated both resilience and adaptability in the face of growing geopolitical tensions and looming economic recession. Trade tensions between China and the US have seen a series of legislative moves that have […]

Johnson Controls Business and 2022 Financials Examined
In this Research Note, we examine the Johnson Controls business, based on their Q4 earnings release, conference call, investor presentation and 10K, reporting financials year ending 30th September 2022. Johnson Controls International plc (JCI), headquartered in Cork, Ireland, is a pure-play smart buildings player, serving a wide range of customers in more than 150 countries. They […]

Mapping the Strategic Direction of Honeywell in the Smart Buildings Space – Part 1
This Research Note examines the emerging strategic priorities of Honeywell in the smart commercial buildings space. We have mapped M&A, divestments, strategic partnerships and investment activity to ascertain the growth ambitions of the company, by categorizing the various business relationships by technology and investment type over a 3-year period. This article, Part 1 of a 2-part analysis, is intended as […]

dormakaba Access Solutions Business and 2022 Financials Examined
In this Research Note, we examine one of the top three companies in the global access solutions market, dormakaba Group, based on their FY2021/2022 financial results, year ending 30 June 2022 and their latest Annual Report. This analysis also covers the firm’s strategic partnerships and acquisitions, focused on digital solutions. dormakaba increased net sales by 10.3% to […]