On average, the 10 publicly traded digital water companies tracked by Bluefield reported a 5.5% year-over-year increase in quarterly revenues. Quarterly revenue growth varied across companies: Trimble reported a 1.1% revenue decrease in its Architects, Engineers, Construction, and Owners (AECO) segment, while Autodesk posted 20.0% growth in its AECO segment. Despite uncertainty stemming from the dynamic tariff situation, companies reported strong growth in their software segments, indicating that software and analytics will be key revenue drivers for digital water companies in an increasingly uncertain supply chain environment.
This Quarterly Review highlights key trends in project and policy development, M&A, and early-stage funding in digital water globally. Notable market events in digital water are included in this analysis. The data presented in this analysis is also available in Bluefield’s Data Navigator, an online, interactive platform for projects, M&A, forecasts, and market data shaping global water markets.
In this Digital Water Quarterly Review:
- Software revenues are resilient for top digital water companies amid tariff pressures
- Digital water M&A activity takes a nosedive
- Water utilities and legislators continue to grapple with cybersecurity concerns
- Telecommunication companies look beyond Internet of Things (IoT) for digital water opportunities
