IoT Services

Overview

This programme examines the Internet of Things (IoT) market from the perspective of the telecoms industry. It assesses opportunities for mobile operators, connectivity disruptors and other players in the IoT market. Our findings are based on extensive research, involving interviews with vendors, operators and end users. We produce a detailed 10-year forecast on the IoT opportunity, covering 83 countries, split by sector, application, revenue type and network technology.

Topics for 2026

  • eSIM/iSIM
  • AI and IoT
  • Logistics and tracking

Typical client enquiries

  • How are our competitors innovating on IoT pricing and go-to-market strategies?
  • Can you talk us through your forecast assumptions for the take-up of NB-IoT/LTE-M versus other technologies?
  • What is the status of the new IoT SGP.32 eSIM specification? Do we need to adopt it?
  • What are the timelines for the adoption of 5G RedCap?
  • What impact are IoT mobile virtual network operators (MVNOs) having on the market?

Programme head Ibraheem Kasujee

Ibraheem Kasujee Senior Analyst

This report is based on data in Analysys Mason’s business revenue tracker and identifies the key business revenue trends from 56 operators.