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A Fresh Take on Digital Transformation with Seth Johnstone 

Seth Johnstone, the Client Engagement Leader for Water Utility Digital Solutions at 1898 & Co., provides a fresh perspective on digital transformation at water utilities. Seth crushes this intervi...

Digital Water: Key Trends, Project Activity, and Market Outlook, Q4 2023 

In Q3 2023, the 10 publicly traded digital water providers tracked by Bluefield reported an average revenue growth of 10.8%. Five firms recorded double-digit growth, led by Itron with a 33.0% increase relative to Q3 2022. Improvements in supply chain conditions and strong demand in key markets such as Europe underscore digital water providers’ strong results.

Global Water: Key Trends, Policy Activity, and Market Outlook, Q4 2023 

Rising O&M costs due to inflation, capital investments for aging infrastructure, and upgrades toward circular economy models are driving up the cost of water services. Municipal budgetary and policy plans for the next few years in Spain, France, and the U.K. indicate that public spending in the water sector is receiving its dues, but the public will also be paying for it through incremental billing.

The Year in Water 2023 with Rajan Ray, Sarah Porter, and Vic Kelson 

An all-star panel of water leaders participate in a roundtable discussion about what happened in the year that was 2023, and provide insights on what 2024 might hold for the water sector. In this sess...

Water Mergers & Acquisitions: Trends and Deal Flow, Q4 2023 

As of 1 December 2023, Bluefield has tracked 327 total water M&A deals in 2023, representing a 6% decline compared to the 348 deals recorded during the same period in 2022. This year’s deal flow has been inhibited by high costs of capital from rising interest rates, macroeconomic uncertainty, and geopolitical anxiety.

Top Companies in Water: Financial Signals and Market Trends, Q4 2023 

In the last reporting cycle, Q3 2023, 36 of the 50 top public companies reported quarterly earnings growth compared to the same period in the prior year. Of the six reporting segments, Network & Distribution was the only segment with negative average revenue growth, primarily influenced by a continued slowdown in new construction and residential end markets.

Cambrian, Pennybacker Showcase Expectations for Decentralized Water Market 

On 16 November, Austin, Texas-based Pennybacker Capital Management made a strategic investment in Massachusetts-based Cambrian Innovation by committing up to US$200 million in growth capital support. The water sector has witnessed significant announcements in 2023 that underscore the scaling investor interest in decentralized wastewater treatment technology and services for industrial and commercial facilities.

Local Water Challenges Drive U.S. Water Utility Rates Up 4% 

Correction Notice: A previous release of Bluefield’s water rate analysis incorrectly captured the billing frequency of water rates for Portland, OR as monthly instead of...