Building Internet of Things

Smart Buildings

“Open Sesame” Exploring Alibaba’s Smart Building Approach

February 28th, 2024
Smart Buildings

KODE Labs Smart Buildings Business Examined

February 26th, 2024
Schneider Electric Smart Buildings 2023
Smart Buildings

Schneider Electric Smart Buildings Business & Financials 2023 Examined

In this Research Note, we examine the Smart Buildings business of Schneider Electric, based on their 2023 Full Year Results, presentations, Q3 and Q4 earnings calls. Significant partnerships, acquisitions and divestments in the smart buildings space are also highlighted throughout 2023. Schneider Electric Energy Management Division The Buildings end market of Schneider Electric is addressed […]

Honeywell Building Technologies 2023
Smart Buildings

Honeywell Building Technologies Business & Financials 2023 Examined

In this Research Note, we examine the Building Technologies business of Honeywell (HBT) based on their 2023 10K Report, investor presentations and commentary from their Q4 investor call. The strategic rationale for the Carrier Access Solutions acquisition is further discussed and significant investments and partnerships by HBT throughout the year are highlighted. Honeywell Products & […]

HVAC Optimization Software Startups
Energy

Funding for AI HVAC Optimization Startups Continues into 2024

Heating and cooling represents over half of building energy consumption. Therefore, the optimization of heating, ventilation, and air conditioning (HVAC) systems has long been a key component of the smart building vision. While there have been significant efficiency gains from smart technology in recent decades, it has become clear that increased optimization of complex and […]

Signify Connected Lighting Business 2023 Examined
Smart Buildings

Signify Lighting Business and Financials 2023 Examined

In this Research Note, we examine the lighting business of Signify, based on their 2023 annual results announced on 26th January 2024, investor presentations and connected lighting technology-related activities throughout the last 12 months. This is an update on our previous coverage of Signify last year. Signify (Euronext: LIGHT), headquartered in Eindhoven, the Netherlands, is […]

Johnson Controls Potential HVAC Divestment
Smart Buildings

Johnson Controls Considers Move to Divest Non-Commercial HVAC Businesses

Rumors circulated this week after a Bloomberg article and comments by Johnson Controls CEO, George Oliver, suggested we may see a potential sale of their residential and light commercial HVAC equipment business. Johnson Controls has described the situation as “early stages” but in this research note, we look at recent activities and trends to consider […]

Workplace Technology Acquisitions 2023
Smart Buildings

10 Notable Workplace Technology Acquisitions in 2023

This Research Note reviews workplace technology acquisitions in the commercial smart buildings space over the last 12 months. We highlight significant M&A transactions in integrated workplace management systems (IWMS), workplace experience apps, occupancy analytics, visitor management software and associated workplace hardware. 2023 saw 2 major consolidations in the workplace management sector led by US HVAC […]

Semiconductor Smart Building Partnerships
Smart Buildings

Semiconductor Partnerships Signal Growing Maturity of Smart Building Market

“It was not so very long ago that people thought semiconductors were part-time orchestra leaders and that microchips were very small snack foods,” said US politician Geraldine Ferraro in the 1980s about a technology that has gone on to revolutionize the world. Semiconductors are so essential for the creation of computers, phones, vehicles, and almost […]

IoT Devices Cyber Security Ukraine
Security

How IoT Devices Are Being Hijacked to Drive Crime & Conflict

We are living in an increasingly monitored world. Video surveillance and other IoT devices promise to increase our security but recent cyber attacks remind us that the difference between surveillance and espionage is in the eye of the password holder. In the lead-up to deadly airstrikes in the first week of 2024, Ukraine has accused […]

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