Transforma Insights 2025: Key Trends and Market Leaders in Cellular IoT Connectivity

Transforma Insights Unveils 2025 IoT Connectivity Report: Key Trends and Market Leaders Identified

Transforma Insights has released its highly anticipated 2025 edition of the Communications Service Provider (CSP) IoT Peer Benchmarking Report, shedding light on the evolving landscape of cellular-based IoT connectivity. This fifth iteration of the report highlights critical themes shaping the market and identifies leading Mobile Network Operators (MNOs) and Mobile Virtual Network Operators (MVNOs).

Key Trends in Cellular IoT Connectivity

The report reveals three macro-level themes that have emerged since the last publication in July 2024:

1. Coping with Price Erosion: As average revenue per connection continues to decline, CSPs are actively seeking ways to mitigate this trend. The report emphasizes the importance of differentiation through six key areas: Software, Supply, Scale, Services, Solutions, and Systems.

2. Localisation: The concept of localisation is gaining traction, with CSPs focusing on domestic markets and regulatory compliance. This shift is driven by the need for localised connections and partnerships among MNOs, adapting to the unique network technology landscape of each country.

3. SGP.32 and Single-Pane-of-Glass (SPOG): The upcoming remote SIM provisioning standard, SGP.32, is set to revolutionize connectivity management. While it promises enhanced localisation, the report cautions that CSPs must still provide robust support services to enterprise adopters.

Market Leadership and Innovations

The report offers a detailed analysis of CSPs, guiding enterprises in selecting the most suitable vendor for their IoT connectivity needs. Vodafone retains its position as the leading global IoT connectivity provider, closely followed by AT&T, which has introduced several new capabilities, including Global SIM Advanced and IoT Console Single Pane of Glass. Verizon’s Global IoT Orchestration function and Deutsche Telekom’s partnership-building efforts further bolster their market credibility.

Innovative MVNOs such as emnify, Eseye, and floLIVE are also making strides, showcasing strong horizontal expertise despite not yet matching the scale of the top-tier providers.

A Comprehensive Assessment

This year’s report introduces a structured approach to evaluating CSP capabilities across specific vertical use cases, including automotive OEMs and smart metering. The analysis highlights the importance of experience in addressing unique use cases, urging enterprises to seek vendors with proven track records.

Transforma Insights emphasizes that while there is no one-size-fits-all solution, the report provides valuable comparisons of CSP capabilities, helping enterprises navigate the complex IoT landscape.

Conclusion

As the IoT connectivity market continues to evolve, the insights from Transforma Insights’ latest report serve as a crucial resource for enterprises looking to leverage cellular connectivity. With a focus on innovation, localisation, and strategic differentiation, CSPs are poised to meet the growing demands of the IoT ecosystem.

For more detailed insights and analysis, the full report is available for review, offering a comprehensive look at the future of IoT connectivity.