Smart buildings
Nordomatic’s UK Growth Examined: 4 Acquisitions Since 2022
June 4th, 2026ERock IPO 2026: $200 Million Bid to Lead Microgrid Power
June 3rd, 2026
Johnson Controls Data Center Strategy: 5 Key Moves Since 2021
While Johnson Controls has been primarily focused on portfolio transformation and divestments in recent years, the HVAC giant has also been accelerating its position in the data centers vertical, as the May 2026 partnership and investment in Armada demonstrates. This Research Note highlights Johnson Controls’ acquisitions, strategic alliances, and product launches over the past five […]
Autodesk Strengthens Building Operations with $3.6B MaintainX Acquisition
This Research Note examines the May 2026 acquisition of MaintainX by Autodesk, the $7.2 billion architecture, engineering, and construction (AEC) software giant. We highlight the transaction details, the strategic rationale of the acquisition and a profile of the CMMS startup before commenting on our view of this deal. Transaction Details Autodesk, Inc. entered into a definitive […]
Smart Building Operating Model Is Broken: 3 Critical Shifts for 2026
AI updates weekly. Cyber threats evolve daily. Yet most commercial buildings still run on spreadsheets, siloed teams, and 30-year capital plans. The smart building operating model, as it exists today, is not keeping up, and the consequences are becoming harder to ignore. In Episode 47 of our podcast Sh*t You Wish Your Building Did, Rick […]
Pointr 2026 Purple Maps Acquisition: Strengthens Hospital Wayfinding
This Research Note examines the acquisition of Purple Maps, a UK indoor mapping provider by Pointr, a London, UK-based startup specializing in AI mapping and indoor navigation. We review the transaction details, the strategic rationale for the acquisition and the current status of the Pointr platform before highlighting the evolution of the Purple Maps solution […]
Fagerhult’s 3-Year Sales Decline & 2026 Rebuild Strategy
This Research Note explores the business activities and financial highlights of the Fagerhult lighting group, based on their 2025 results, investor presentation, and their latest annual report. This article updates our previous coverage of the group in March 2025. Fagerhult Profile The Fagerhult Group is one of Europe’s leading lighting companies with 4,100 employees in […]
Emcor US Building Services Revenue Hits $3.12 Billion
This Research Note examines EMCOR Group, one of the largest mechanical and electrical contractors in the United States with a focus on its U.S. building services business in 2025. This article updates our coverage of the group in September 2025. Emcor Corporate Overview The group has four reportable segments: Electrical construction and facilities services; Mechanical […]
SenseTime’s 33% Revenue Growth and First Positive EBITDA Since Listing
This Research Note examines the Chinese AI and computer vision company, SenseTime. We highlight 2025 results by business segment, based on their 2025 annual report announcements and investor presentations. This article updates our previous coverage of SenseTime in April 2025. SenseTime 2025 Financial Highlights For the full year of 2025, the Group’s total revenue increased by […]
Assemblin Caverion: A Closer Look at the €3.7B Building Services Giant
This Research Note examines Assemblin Caverion in 2025 and 2026, following the completed merger in April 2024. We explore group strategy, the first full year of financial results and highlight recent activities and acquisitions in the smart buildings sector. This article updates our previous coverage of the group in March 2024, November 2022, and September […]
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