Siemens Smart Infrastructure
Enlighted Turn the Lights Off: Siemens Close Lighting Unit in 2025
April 23rd, 202575F Light Commercial Building Controls Business Examined
February 10th, 2025
Siemens Smart Infrastructure Capital Market Event: Key Takeaways for Smart Buildings
This Research Note reviews in detail Siemens Smart Infrastructure (SI) and the Buildings business presented at the Smart Infrastructure Capital Market Event in Zug, Switzerland on 12th December 2024. This event featured presentations and Q&A from the SI CEO, CFO and the Heads of the 3 business areas, including Susanne Seitz, the newly appointed CEO […]

Siemens Buildings Business & FY 2024 Financials Examined
In this Research Note, we examine the buildings business of Siemens, which operates within the Smart Infrastructure (SI) division, based on their Q4 earnings release and investor presentations of 14th November 2024. This article focuses on the latest financial results, divisional revenue mix, senior management appointments, and acquisitions. Siemens Smart Infrastructure Q4 FY 2024 Financials […]

What’s Behind Siemens Acquisition of Danfoss Fire Safety?
This Research Note examines what’s behind the acquisition of Danfoss Fire Safety A/S by Siemens Smart Infrastructure announced on 8th October 2024. We review the transaction details, the strategic rationale, the SEM-SAFE fire protection system, and deployments before assessing how this acquisition fits into Siemens fire safety portfolio. Transaction Details Siemens Smart Infrastructure has agreed […]

Mapping the Strategic Direction of Siemens in Smart Buildings 2024
This Research Note examines the emerging strategic priorities of Siemens Buildings business in 2024, part of Siemens Smart Infrastructure Division. This analysis is intended as a non-exhaustive indicator of their strategic direction in the smart buildings sector between October 2022 and June 2024, updating our previous Research Note, part 1 and part 2 published in […]

Siemens Buildings Business & FY 2023 Financials Examined
In this Research Note, we examine the Buildings business of Siemens, which operates within the Smart Infrastructure (SI) division, based on their Q4 earnings release and investor presentations of 16th November 2023. This article focuses on the latest financial results, revenue mix, recent Building X software/Xcelerator platform announcements and the outlook for FY 2024. Siemens […]

Building Automation Majors “Return to Workplace” with Strategic M&A & Investments
Underlining the growing importance of the workplace within building automation, smart buildings giant Johnson Controls acquired workplace management technology firm FM:Systems last week for an initial price of $455 million. This adds to a growing trend by major players in the building automation market who are seeking to increase the level of integration between integrated […]

Siemens Buildings Business & 2022 Financials Examined
In this Research Note, we examine the Buildings business of Siemens, which operates within the Smart Infrastructure (SI) division, based on their Q4 press conference, earnings release, investor presentations of 17th November 2022 and building technology-related activities throughout the year. SI revenue growth is being led by strength in the Electrical Products business, which reported […]

Mapping the Strategic Direction of Siemens in Smart Buildings – Part 2
This Research Note examines the emerging strategic priorities of Siemens in the smart commercial buildings space. We have mapped acquisitions, mergers, strategic partnerships and investment activity to ascertain the growth ambitions of the Siemens Smart Infrastructure division; categorizing the various business relationships by technology and investment type over a 3-year period. This article, part 2 of a 2-part analysis, is […]