Building Management Systems

This Research Note examines the emerging strategic priorities of Delta Group in the smart commercial buildings space. We have mapped M&A, strategic partnerships, and investment activity to ascertain the growth ambitions of the business, by categorizing the various business relationships by technology and investment type. This article is intended as a non-exhaustive indicator of Delta’s […]

The global artificial intelligence (AI) market for commercial buildings is being driven by advancements in machine learning, data availability, and computing power, according to our latest AI market research. Our meta-analysis forecasts that the broader Artificial Intelligence market is predicted to reach over $500 billion globally by 2026, representing a 20.9% compound annual growth rate […]

learnd, a UK-based BMS integrator, announced two acquisitions in February 2024 – Ashdown Controls in Ireland and BG Energy Solutions in the UK. This Research Note highlights the buy and build strategy of learnd SE, a Luxembourg public company, since the completion of their SPAC listing in January 2023 and their mission to become the […]

Initially launched in 1999 as an online marketplace for Chinese-made products, The Alibaba Group has gone on to become one of the biggest companies in the world with a market cap of over $210 billion. While online retail remains Alibaba’s core service offering, the firm has expanded into a huge range of activities, including comprehensive […]

In this Research Note, we examine the Smart Buildings business of ABB, based on their February 2024 Factsheet and building automation portfolio, acquisitions, divestments and investments throughout 2023. This article updates our 2022 Examined article published in March 2023 and the Capital Markets Day update for Smart Buildings in December 2023. The Smart Buildings division, […]

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 & […]

“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 […]