Home Automation
Schneider Electric Smart Buildings Business & Financials 2023 Examined
February 22nd, 2024ABB Capital Markets Day 2023: Key Takeaways for Smart Buildings
December 13th, 2023
Mapping the Tech Strategy of Assa Abloy through Acquisitions in Access Control & Identification Solutions
This Research Note examines the technology strategy of Assa Abloy, the global vendor in the access solutions space. We have mapped M&A activity in physical security, access control and identification solutions by categorizing the various acquisitions by technology over the last 2 years (January 2022 to date). The strategy presentation slide (shown below) at the […]
SmartRent Smart Apartment Business, Financials & Growth Strategy Examined
In this Research Note, we examine SmartRent, a smart home technology company focused on rental housing in the U.S. Our analysis is based on their FY2022 annual results and investor presentations. Founded in 2017, SmartRent, Inc. is an Arizona-based provider of a smart home technology platform for property owners, managers, developers, homebuilders and residents. Their […]
ABB Smart Buildings Business 2022 Examined
In this Research Note, we examine the Smart Buildings business of ABB, based on their 2022 results, Factsheet and building technology-related acquisitions and partnerships throughout 2022. The Smart Buildings division, one of 6 business units of the $14.1 billion Electrification segment of ABB, reported revenues in the range of $2,750 to $3,250 million for 2022. […]
Is the Failed tado Deal Another Nail in the SPAC Coffin?
Another month and another failed SPAC in the smart buildings industry, this time involving German smart thermostat provider, tado. Each special purpose acquisition company (SPAC) deal offers a different set of reasons for failure, but on the surface, the tado deal with GFJ ESG (the SPAC) appeared to have all the ingredients for success. Tado has […]
Schneider Electric Buildings Business 2021 Examined
In this Research Note, we examine the Buildings business of Schneider Electric, based on their 2021 Results, Capital Markets Day presentations and building automation strategy throughout 2021. Buildings is one of four end markets that Schneider Electric addresses with a complete portfolio of products, solutions and services for residential and non-residential buildings. Residential buildings remained one of the […]
Has Smart Home Technology Lost Its Way?
Over the last 18-months, due to the ongoing COVID-19 pandemic, commercial buildings have largely been empty and residential buildings have never seen such high occupancy during the day. Unsurprisingly, home improvement has been high on the agenda for people around the world, especially in the affluent developed nations that were hit hard by the virus […]
Lighting the Human-Centric Home Office in the Age of Remote Work
Human-Centric Lighting (HCL) is becoming a growing force in the office, presenting a solution that supports occupant health and wellbeing to raise the level of productivity across the workforce. While coronavirus-triggered lockdowns have emptied office buildings around the world, it has not stopped work, and as many companies begin to shift towards increased remote working […]
The Smart Home Presents Different Challenges for Technology
The smart home, a place where the latest devices integrate seamlessly to improve security, convenience, sleep, productivity, entertainment and relaxation while being more energy efficient. That’s the dream being sold by some of the biggest technology companies in the world. The reality, however, appears to be somewhat opposite. The majority of do-it-yourself smart home installations […]
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