Mar 18, 2015

IoT is not the end game

Over the past few months, I have been working with the Telco2.0 initiative who originated the concept of a 2-sided telco business model. Our collaboration focused on the evolution of the M2M market. Where is it going? And, what strategies can companies apply as M2M evolves into the Internet of Things (IoT). Here is a link [1] to their recent research report which includes extracts from some of my previous essays.

The central theme of the report is that M2M service providers need to adapt to an IoT world as characterized by:

  • billions of devices, connected via a variety of (short- and long-range) technologies which interact with applications that draw data from a variety of sources including other applications.

  • a convergence between ‘Digital’ and IoT which arises because many M2M/IoT devices will rely on smartphone/tablet interfaces and associated identity-mapping relationships.

How will mobile network operators (MNOs), who are at the nexus of these changes, react in relation to the new addressable market opportunities and the organisational models necessary for commercial success?

MNOs have three choices.