Smart buildings
dormakaba M&A Surge: 9 Deals in 14 Months Signals a Decisive Strategy Shift
March 6th, 2026AI in Commercial Buildings 2026: What’s Working? What’s Next? Where’s the Value?
Motorola Solutions’ Video & Access Business Grows 10% to $2.1B in 2025
In this Research Note, we examine Motorola Solutions’ Video Security & Access Control business in the past year, based on their full-year 2025 financial results and Investor Overview Presentation. We also review their acquisition of Blue Eye in November 2025. Motorola Solutions Profile Motorola Solutions is a US-listed company leading in public safety and enterprise […]
Schneider Electric’s Software Portfolio Decoded: 8 Years, 12 Acquisitions
This Research Note examines the software and digital services strategy of Schneider Electric, highlighting its current status, based on 2025 digital metrics presented by the Group on 26th February 2026. We analyse the key milestones in the evolution of their software portfolio over the past 8 years, including major acquisitions which have contributed to the […]
Podcast 44: Smart Building ROI Is a Risk Management Problem, not a Tech Problem!
What happens to your smart building ROI when there is no risk management? CRE portfolios are getting more connected, but governance isn’t keeping up. Cybersecurity gaps, unclear ownership, and missing operating models are quietly killing the returns that justified the investment in the first place. In this podcast episode, we were joined by Cecilia A. […]
Allegion: $630 Million in Acquisitions Fuels Digital Security Strategy
This Research Note examines Allegion plc, the global security products and solutions provider, based on its 2025 financial results, 10-K report, acquisitions and corporate venture funding throughout the year. Allegion Profile Allegion, a US public company headquartered in Ireland, is the standalone business formed in 2013 from the former commercial and residential security businesses of […]
Data Center M&A Surge: 11 Major Suppliers Battle for Dominance
This Research Note examines the major acquisitions, investments, and partnerships in the data center infrastructure sector since October 2024. We chart the activities of 11 primary suppliers of infrastructure to this vertical market as AI-driven demand and intense competition drive M&A and investment. Acquisitions, Investments & Partnerships in Data Center Infrastructure Our chart below documents […]
EnOcean Financial Results: Energy Harvesting Pioneer’s 2025 Outlook
This Research Note examines the latest accounts made available in January 2026 for EnOcean GmbH, the energy harvesting specialist. We highlight their financials for the year ending 30th September 2024. Statements by the CEO, Raoul Wijgergangs, and a 2025 outlook dated May 2025 are included in this translated commentary, together with details of the 2025 […]
Johnson Controls Joins Data Center Liquid Cooling Deal Frenzy
This Research Note examines the acquisition of Alloy Enterprises by Johnson Controls, announced on 18th February 2026. The startup has developed technology for direct liquid cooled (DLC) components in data centers which enables a reduction in energy consumption. We highlight the innovative manufacturing process, the strategic rationale of the acquisition and our view of this […]
Siemens Rides the AI Boom: 35% Surge in Data Center Revenue Q1 2026
This Research Note examines the data center business of Siemens Smart Infrastructure (SI), based on Siemens FY 2025 Results and Q1 2026 results, 12th February 2026. We highlight their growth, strategy, and partnerships in this key vertical, before assessing the competitive landscape and Siemens position in our ranking of major building infrastructure suppliers to this […]
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