European Communications Magazine – IoT business models continue to challenge industry thinking

Bengt Nordström, CEO at consultancy Northstream, chimes with Mackenzie on revenue share from connectivity – setting it at 10-15 percent of the total – but suggests the opportunity for operators, in general, may have been over-stated, or misread.

Even the largest and most advanced can look forward to taking only five percent of their revenues, at most, from the IoT market in the medium term, he says; tier two brands will make closer to three percent, and everyone else will struggle for a single-digit contribution.

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