Smart buildings
Verkada’s New Funding: 30k Customers Power $5.8Bn Valuation
December 5th, 2025Sauter Strengthens European Position with 2 Recent Acquisitions
December 4th, 2025
Access Control Economics 2025: The Battle for Recurring Revenue
The access control market’s transition from capital-intensive hardware projects to software-driven, subscription-based delivery models is redistributing revenue and margin across the entire value chain, reshaping who makes money, when they make it, and for how long. In this research note, based on the in-depth analysis in our new report, The Physical Access Control Business 2025 […]
Zehnder Group Capital Markets Day 2025 Highlights Key Growth Areas
This Research Note explores the Zehnder Group, a Swiss indoor climate solutions manufacturer, based on their Capital Markets Day presentation on 12th November 2025. We highlight the Ventilation Segment, which is the focus of their strategy for growth in the indoor climate solutions and services sector. Zehnder Group Profile Headquartered in Switzerland and listed on […]
AECOM $390M Consigli Acquisition: Key Insights into 2025 AI Strategy
This Research Note explores the recent announcement that Consigli, a Norwegian engineering software startup has been acquired by AECOM. We examine the transaction details, Consigli’s approach to AI-driven engineering workflows in real estate development, AECOM’s strategic rationale, and the impact on the AEC sector. Transaction Details Global infrastructure engineering giant AECOM has acquired Norwegian AI […]
Access Control 2025: The Backbone of Smart Building Digital Identity?
Physical access control systems (PACS) are becoming an authoritative source for occupancy data, workplace analytics, and real-time building orchestration. At the same time, a strategic contest is emerging between traditional security vendors and the new wave of workplace, IoT, and enterprise platforms, all competing to “own” the identity graph that increasingly determines how buildings operate, […]
Liquid Cooling Acquisitions: 4 Major Deals Reshape Data Center Market in 2025
This Research Note examines the latest acquisitions and strategic investments in liquid cooling technology by the major HVAC and data center infrastructure players over the last 3 years. Competition is intensifying between equipment vendors, as they accelerate their market position in this high-growth segment. Key players have acquired 4 significant companies in the sector in […]
Siemens Buildings Accelerates Growth in Digital Software & Services 2025
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 13th November 2025 and the Capital Market Day presentation in December 2024. This article focuses on the latest financial results, divisional revenue mix and acquisitions, followed […]
Podcast 41: Exposed to Secured – MetroNational’s Cybersecurity Journey!
MetroNational’s cybersecurity transformation offers a valuable lesson in getting smart building fundamentals right. In episode 41 of the podcast, Tearle Whitson (VP of Operational Technology at MetroNational) and Rob Murchison (CEO of Intelligent Buildings, LLC) share the lessons from securing a 10 million square foot mixed-use portfolio in West Houston. Like many successful real estate […]
Access Control Market 2025: Shifting to Software-Defined Ecosystems
The physical access control (PACS) market is continuing its transformation from a hardware-centric business focused on locks, card readers, and control panels to a software-driven ecosystem. Cloud platforms, mobile credentials, and artificial intelligence are redefining how organizations manage security, workplace operations, and building intelligence. This transformation represents both significant opportunities and competitive threats across the […]
