Allegion & ASSA ABLOY: Are They Even Playing the Same Game Anymore?

Season #3

This week: Allegion posts its strongest quarter on record, and Lee wonders if the company everyone compares it to is even its peer anymore. The theme: an industry still keeping score on yesterday's scorecard while the game moved somewhere else.

In this episode:
- Allegion's record Q2, and why the ASSA ABLOY comparison is getting useless
-ASSA ABLOY buys Classic Brass, the bolt-on discipline that keeps working
-The camera "box" is dying: steel lasts 10 years, the software ages like milk AMAG's new CTO, an outside-the-industry hire
-Trusted identity and elections (Donna Chapman), and post-quantum encryption (Sal D'Agostino)
- My View: the six-foot table nobody's leveraging, and Planck's Principle, science advances one funeral at a time

ACS26: Hamilton, New Zealand, October 6-7. Full agenda at ACS26.tacc.me.