Sustainability
Mapping the Strategic Direction of Schneider Electric in Smart Buildings 2024
September 23rd, 2024The Dashboard is Dead… Long Live the AI Assistant
September 19th, 2024
Belimo Capital Markets Day 2024: Targeting Growth Hotspots
Belimo, a listed company on the Swiss Stock Exchange, hosted its Capital Markets Day 2024 on 4th September 2024. This Research Note focuses on the building automation device manufacturer’s perspective on its growth targets. This is an update to our previous coverage of Belimo’s growth strategy and our latest Examined article. At Capital Market Day […]

Wago Building Automation Business & Financials 2024 Examined
This Research Note examines Wago Group, a German supplier of electrical interconnection technology and automation products for buildings and factories. We analyze their 2023 financial highlights and growth strategy in building automation solutions and cloud services. Wago Profile Wago Group is a German manufacturer of over 25,000 products, systems, and solutions for electrical interconnection technology […]

Mapping the Strategic Direction of Bosch Energy & Building Technology in Smart Buildings 2024
This Research Note examines the emerging strategic priorities of Bosch Energy & Building Technology (EBT) sector in the smart buildings space. The EBT businesses comprise Building Technologies, Home Comfort (formerly Thermotechnology), and Bosch Global Service Solutions divisions. We have mapped acquisitions, divestments, strategic partnerships, and investment activity to ascertain the growth ambitions of the business […]

Infogrid Company Financials & Acquisition of Buildings IOT Examined
This Research Note takes an in-depth look at UK startup Infogrid’s acquisition of Buildings IOT technology, announced on 21st August, and their filing of 2022 company accounts. We review Infogrid’s 2022 financial highlights and the turbulent history of the startup before examining the Buildings IOT technology acquisition. Founded in 2018 and headquartered in London, UK, […]

How Do AI & Policy Impact Building Energy Use & Emissions?
In this research note, we take an in-depth look at a new study published in Nature Journal that evaluates Artificial Intelligence’s (AI) potential for reducing energy consumption and emissions in the building sector, alongside energy policy and technology development, to model AI’s impact in various scenarios. Based on the assumption that AI can reduce cost […]

Equans Energy Services Business & Financials Examined
This Research Note examines Equans, a €18.8 billion business unit of Bouyges group, which offers a wide range of multi-technical services that contribute to increasing the overall performance of buildings. We review the Bouyges acquisition details, the services portfolio, and the geographic footprint of the business before highlighting recent Digital activities, partnerships, and investments in […]

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 […]

Will Autodesk Acquire Eptura Extending its AEC Software Business into Building Operations?
In this Research Note, we examine the possibility of Autodesk, the $5.5 billion architecture, engineering, and construction (AEC) software giant acquiring Eptura, the IWMS player formed in October 2022 from the merger of 10 separate workplace software brands. We review the relationship between the two companies, highlight Autodesk’s strategy to extend its portfolio into building […]