Internet of Things
What’s Behind the Acquisition of Matterport by CoStar?
April 23rd, 2024LumenRadio Wireless IoT Business and 2023 Financials Examined
April 22nd, 2024SolarEdge Technologies Augments its Solar Energy Management Portfolio
This Research Note explores SolarEdge Technologies, a NASDAQ-listed firm headquartered in Israel with $3 billion in revenues, providing intelligent inverters for photovoltaic systems, primarily in the smart home sector. We examine recent acquisitions, funding, and product launches that augment the company’s software and product portfolio addressing real estate owners and operators in the commercial, industrial, […]
Breaking the Glass Unicorn: View Inc. Files for Bankruptcy
The “first smart building unicorn” has gone bankrupt. After receiving numerous warnings from NASDAQ that it could be delisted, View Inc. admitted it doesn’t have enough money to operate publicly beyond September. Last week, the company announced it would file for Chapter 11 bankruptcy and continue operations under private ownership via an agreement with Cantor […]
The Competitive Landscape for AI in Commercial Buildings 2024
Our new research is an in-depth analysis that maps out the global landscape of smart building AI companies, providing a clear picture of the market’s structure, and allowing the reader to assess the maturity and potential of various AI applications and identify vendors shaping the industry. Who are the key players shaping the future of […]
Infogrid Faces Lawsuit over 2022 Acquisition of Aquicore
Established in 2018, UK-based smart building firm Infogrid quickly made a splash in the market, picking up a range of high-value customers including banks, supermarkets, and restaurant chains, as well as the UK’s National Health Service (NHS) during the peak of the global pandemic. The firm has attracted $135.5m in investment (including debt financing) from […]
Spacewell Smart Buildings Business & Financials 2023 Examined
In this Research Note, we examine Spacewell, part of the Manage segment of Nemetschek, which provides software for the management and operations phase in the building lifecycle. This article is based on their 2023 annual results, investor presentations, Annual Report of the parent company, published on 21st March 2024 and the group’s strategy in the […]
What’s Behind Identiv’s Move to Divest Physical Security Business to Vitaprotech?
This Research Note examines what’s behind Identiv’s latest move to divest its physical security business to European security solutions player, Vitaprotech. We review the new IoT business and the transaction details in the context of Identiv’s strategic review and 2023 financial performance, before exploring the implications for Vitaprotech. This article is based on Identiv’s Strategic […]
Belimo Building Controls Business & Financials 2023 Examined
In this Research Note, we examine the Belimo Group, based on their 2023 annual report, investor presentations and financial results announced on 4th March 2024 in the building automation field devices sector. This is an update to our previous coverage of Belimo’s growth strategy. Belimo Group, a listed company on the Swiss Stock Exchange, is […]
Synectics Electronic Security Business & 2023 Financials Examined
In this Research Note, we examine Synectics plc, the listed UK provider of large-scale electronic security systems for critical and regulated environments. This article is based on their Annual Results, year ending 30 November 2023 announced on 27th February 2024, an InvestorMeet presentation on 29th February 2024, Annual Report 2023, and supplementary analysis. Based in […]