Jan 11, 2016

2015 in Review: The strategic balance between IoT scale and value

Corporate activity in the M2M/IoT market continues to grow in line with the roughly 30% growth rate that many market analysts forecast for connected devices. Acquisition and investment activity grew at a much faster rate over the past few years and reflects a positive corporate attitude to this important market.

Mobile network operators (MNOs) were very active especially in the low-power, wide-area networking (LPWAN) arena which is positive in terms of driving industry scale. Companies in the platform services segment were even more active highlighting the scope for value creation higher up the industry value chain. The industry dynamics between MNOs and platform service providers will set up an interesting strategic challenge – that of scale vs. value – which will affect all market participants over the coming years.