New at Red Chalk Blog

A collection of stories about our industries, capabilities, research, and the evolution of our firm.

Property Management Systems Capability Expansion

Property Management Systems Capability Expansion

Within the broader PropTech industry, property management systems (PMS) have continually evolved to enhance building operations. Initially focused on basic operations (e.g., booking, invoicing), PMS now offers cloud and mobile-based solutions ...
Quantum Computing as the Next Frontier

Quantum Computing as the Next Frontier

As Semiconductor-based processing reaches physical limits of transistor density on Silicon wafers, calling into question Moore’s Law, the next frontier for processing power / performance growth is required to address significant demand for ...
Data Center Impact on the U.S. Power Grid

Data Center Impact on the U.S. Power Grid

Energy consumption from data centers in the U.S. is projected to grow nearly 4x by 2030, potentially accounting for 9% of all U.S. power consumed, driven by increasing use of AI applications (e.g., generative AI, autonomous AI), led by ...
EV Investment by Major Auto OEMs

EV Investment by Major Auto OEMs

EV Investment by Auto OEMs: OEMs have invested or signaled future investment in electric vehicle (EV) manufacturing capabilities and capacity. These investments are critical to support strategic goals outlined by OEMs, who are targeting 50-100% ...
Emissions Reduction in Concrete

Emissions Reduction in Concrete

The cement and concrete industry is responsible for approximately 7% of global emissions, releasing over 2 gigatons of CO2 annually. To address the stringent targets set by governments worldwide to achieve net-zero emissions, both established ...
Strategic M&A in Access Control

Strategic M&A in Access Control

Recent M&A activity across the global access control market suggests a trend to pursue commercial applications, supported by moves focused on software-focused M&A (e.g., facial recognition technology) to bolster access platforms, and ...
Membrane Technology Across Sustainability Applications

Membrane Technology Across Sustainability Applications

Membrane technologies have emerged as a significant development in material science, advancing from basic experiments in the early 1900’s to sophisticated applications today. Initially developed for laboratory use, these technologies have ...
Emerging Technologies in Battery and Energy Storage

Emerging Technologies in Battery and Energy Storage

Long Duration Energy Storage (LDES) technologies, spanning from widely established pumped hydro to new, innovative chemical and mechanical systems, are essential for integrating renewable energy and enhancing grid stability over diverse time ...
Life Sciences Trends & R&D Expansions

Life Sciences Trends & R&D Expansions

Evolution of macro trends in the Life Sciences (LS) industry (e.g., IoT, emerging economies) has resulted in an expansion of the R&D pipeline for pharmaceuticals (small molecule) and biologics (large molecule) over the past decade (e.g., ...
Evolution of Credentialing and Access

Evolution of Credentialing and Access

Access control has experienced an evolution across applications and sectors, shifting from traditional physical keys / credentials, and driving technology / digital enhancements towards mobile-enhanced credentials and biometric ...
Vehicle OS and Smartphone Projection Systems

Vehicle OS and Smartphone Projection Systems

The in-vehicle dashboard ecosystem has evolved, driven by technology advancements in the connected car landscape, resulting in development in the infotainment system via vehicle operating systems (e.g., Automotive Grade Linux, Android ...
Industrial Automation M&A

Industrial Automation M&A

Across the industrial automation and component supplier landscape, acquisitive players have pursued M&A since 2018, addressing sector trends that underpin the automation environment. Secular trends include the digitization of the plant ...
Warehouse Automation Ecosystem

Warehouse Automation Ecosystem

Based on the rapid growth / expansion of e-commerce and logistics, software has become a critical enabler and nexus for the automation of warehousing. Given the data-centric environment of the warehouse efficiency, accuracy, and real-time ...
Industrial Robotics: Trends and Growth Drivers

Industrial Robotics: Trends and Growth Drivers

Driven by broader automation / technology trends in Discrete (e.g., Automotive, Electronics) and Hybrid industries (e.g., Food & Beverage), IIoT / Industry 4.0, and pursuit of operational efficiencies / optimization, industrial end-users ...
Disney vs. Comcast: A Battle for the Box Office

Disney vs. Comcast: A Battle for the Box Office

The bidding war for 20th Century Fox will result in a shake-up of the film studio landscape, with both Disney and NBCU vying to become the box office leader. The traditional media and entertainment ecosystem, threatened by the rise of ...
The NBA’s Microtransaction OTT Model

The NBA’s Microtransaction OTT Model

The NBA has discreetly piloted a microtransaction-based model for access to select games – while nascent, this model represents another method to engage fans and monetize content. Recently, the NBA has been quietly testing a new way for ...
Less is More: Live Sports Broadcasting Rights

Less is More: Live Sports Broadcasting Rights

Sports broadcast contract values have ballooned in the past decade – and players like ESPN may end up holding the bag. The Crown Jewels of Content It seems as if no matter where you turn, the end of Pay-TV is nigh. Myriad factors, ...