Compilation of the Internet of Things (IoT) offerings of the most innovative Telecommunications Services Providers dominating in this field.

1. Success
References of
IoT Pioneering
Telcos
February 2017
Pedro Menéndez-Valdés

2. Purpose
• This document is a compilaDon of the service offers of the nine Network
Services Providers (NSPs) with most advanced proposals for the Internet
of Things (IoT).
• NSPs hustle to open up new sources of revenue compensaDng the
declining value of connecDvity, and IoT is ready for the challenge. To win
an IoT brand, their offerings cannot be limited to a series of wireless and
wireline access subscripDon opDons, and these references may be a good
seed for inspiraDon.
• This compilaDon is based on informaDon retrieved from operators’ public
portals or press news. Therefore, it may be neither exhausDve, nor
faithfully accurate. SDll, I believe it provides a useful overview about the
state of the industry. It is up to the reader to network and learn more
about the innovators’ success stories, best pracDces and lessons learned.

3. Networks are central to many IoT
applicaDons
network

4. And operators can add value not only
in the transport layer
Connected things Network Servers
ApplicaDon App client (‘thing’ funcDons) Fog/edge funcDons
Data flow & warehousing
AnalyDcs
Transport
Management RegistraDon &
authenDcaDon
LocaDon & mobility
monitoring
Access front-end
PAN, LAN, CAN, LPWAN, 2/3/4G
Internet, security
Gateways/radio
Heat maps
GW, eNB/eSG, core
Datacenter or cloud
(VMs, containers, storage)
CerDfied devices
Infrastructure
VLAN, NaaS
rules/workflow AI
provisioning
security
authenDcaDon
billing
CommunicaDon
analyDcs
Development kits edge compuDng
PresentaDon
App server (service funcDons)

5. What are innovators doing? …(at a glance)
volume
LPWA
devices
plaaorm
applicaDons
professional
services
62 M 2015Q4 14.5M 2015Q4
World pres-
ence through
connctd Japan
exports 600M€ 2017 11.5M 2015Q4
$690M
2016
2017
2017Q1
2017Q1
2017
2017
2018
2018
22M 2015Q1 50M+ Feb. 2017
2018 2017

6. applicaDon-specific
smart devices
Legend of symbols in the table of references
volume
LPWA
devices &
services
plaaorm
applicaDons
M2M connecDons reported revenue InformaDon not
available to the author
projected revenue
LTE-CatM1 NB-IoT LoRaWAN Pilot NaDonal InternaDonal
library of cerDfied
devices
development
kit
cerDficaDons
fleet or logisDcs
management
secure data
management
applicaDon
development
rules engine analyDcs machine learning
connected
car
smart ciDes telemetry or
smart grid
smart
home/bldg
manufacturing eHealth retail agriculture
device/connecDon
management
consultancy partnership
program
logisDcs

7. AT&T
Volume
• Largest M2M
provider in
America, #2
worldwide
• 22 million
connected
devices by
2015Q1,
• 1.9M fleet
vehicles,
• 4M digital life
(smart home),
• 2M connected
cars, expecDng
10M by 2017.
• Dedicated
foundry in
Atlanta.
ConnecDvity
• VSAT global
coverage
• GSM (3G), LTE,
global coverage
via roaming with
a global SIM offer
• World’s first LTE-
CatM1 site in San
Francisco ready
(10/16) as a pilot.
• Rollout in 2017.
• US NaDonwide
end Q2
• Mexico year
end.
• Agreements to
enable AT&T’s IoT
customers to
incorporate
connected
devices in other
markets:
• China via China
Mobile.
• Some countries
in Asia, Pacific,
Middle East and
Africa via Bridge
Alliance.
Devices
• IoT starter kit for
prototype designs
• library of
recommended
cerDfied
components
• device
cerDficaDon
program
• Exclusive reseller
of Current
sensors in US and
Mexico.
• Current sensors
are uDlized in
conjuncDon with
GE Digital´s
“Predix” IIoT
plaaorm.
Plaaorm
• Control center for
SIM-in devices
• ConnecDon and
analyDcs by Cisco
Jasper
• Synchronoss
seemless network
acDvaDon
• M2X Data
Service
• device
connecDvity,
data flow,
storage and
management
• Event-driven
cloud data
storage
• Opensource
workflow
designer
• Amdocs billing/
invoicing
• APIs for
integraDon in
users backends
ApplicaDons
• AT&T DriveTM
connected car
plaaorm includes
• Ericsson app
delivery
framework,
• ViceBox speech
recongniDon,
• Accenture
vehicle soluDons
and analyDcs,
• fleet
management,
asset
management,
• smart ciDes
framework with
technology
partners, but
today only
commercial smart
grid and prepaid
billing
• digital life (home
security and
automaDon)
Services
• LogisDcs
• consulDng and
development
• over their offered
plaaorms
• cerDficaDons

8. China Mobile
Volume
• Global leader, but
only operaDng in
China
• claimed 62M
M2M connecDons
end 2015, plans
200M end 2017
• M2M dedicated
subsidiary
employs several
hundreds
[Machina
Research]
ConnecDvity
• GSM, GPRS, 3G
(UMTS, WCDMA,
TD-SCDMA), 4G
(TD-LTE)
• 1st operator to
deploy NB-IoT
pilot (2016 World
Internet of Things
exposiDon,
WIOT), followed
by smart street
lamp in Shanghai
(June),
environmental
monitoring in the
Zhundongoil field
of CNPC Xinjiang,
and smart parking
in Hangzhou
Devices
• devices for
• smart homes,
• internet of
vehicles,
• Weareables
• cerDfied modules
for connected
things
Plaaorm
• Dedicated
plaaorm, but no
informaDon
available by the
author
• Agreement with
AT/T to create a
joint plaaorm to
seamlessly
support AT/T
connecDons in
CM´s network.
ApplicaDons
• emphasis in
• transportaDon,
• logisDcs,
• power grid, and
• manufacturing,
• also provides
services for
• smart home,
• security,
• healthcare,
• agriculture, and
• environmental
protecDon
Services
• informaDon not
available to the
author

9. China Unicom
Volume
• 14.5 million M2M
connecDons in
2015
• InternaDonal
ambiDon:
• Through the
network of
partner and
stakeholder
Telefonica.
• Agreement with
Deutsche
Telekom to
support devices
connected to
their Europe-
wide network
ConnecDvity
• deployed NB-IoT
for smart parking
in Shanghai,
• more NB-IoT
trials in different
ciDes scheduled
along 2017
• plans to go
naDonwide in
2018
• LTE-CatM1 trial
together with
Ericsson and
Qualcomm
Devices
• informaDon not
available to the
author
Plaaorm
• No details
available, but
using Jasper
(agreement
published in press
releases)
ApplicaDons
• informaDon not
available to the
author
Services
• informaDon not
available to the
author

10. NTT DoCoMo
Volume
• IoT reach
informaDn not
available, but big
through Japanese
industrial exports.
• Brands as a value
co-craDon
company
providing global
services to
regional
industries.
ConnecDvity
• VSAT global
coverage
• FOMA (Japan
WCDMA for 3G),
LTE
• LTE-CatM1 will be
commercial in
2017.
Devices
• compact mobile
module to be
installed in
connected things
for remote
control,
• vibraDon
resistant
telemaDcs
module for
vehicles
• No more
informaDon
available in
English
Plaaorm
• communicaDons
management
(monitor,
acDvaDon,
traffic…) console
with internaDonal
(global) coverage
• Cisco Jasper
analyDcs
end to end
• security from
LAN connected
points to mobile
network
ApplicaDons
• remote
management for
vending machines
• Telemetry
• linking app for
Android phones,
connecDng
devices to a
number of service
apps
Services
• Design and
deployment
consulDng
• Technical support

11. Orange
Volume
• IoT reach
informaDon not
available
• Plan to generate
600M€ in IoT
revenue in 2018
ConnecDvity
• VSAT global
coverage
• GSM, GPRS,
UMTS, LTE
• LoRa, launched in
Grenoble,
deployed in other
17 French metro
areas.
• LTE-M to be
launched
commnercially in
Spain and
Belgium in 2017
• NB-IOT is the long
term choice
(licensed, no
congesDon), but
looking at 2018.
Devices
• CerDfied
omponents
• design kit
Plaaorm
• Orange Flexible
Datasync:
• IaaS.
• Data venue
plaaorm
(provisioning,
connecDon,
secure data
management
directly from
APIs to apps and
devices).
• AuthenDcaDon
& security.
• CollaboraDon
ApplicaDons
• connected
vehicles and fleet
management,
• digital buildings,
• smart ciDes
(traffic, lightning,
informaDon,
waste),
• healthcare
monitoring and
analyDcs,
Services
• IoT Studio in
Silicon Valley.
• A second “IoT
Open Lab” to
open in Paris in
2017.
• “Orange
ApplicaDons for
Business”
integraDon and
consultancy
services.
• Partnering with
local integrators
and IT.
• AdapDng to
customers'
plaaorm
ecosystems.

12. Telefonica
Volume
• IoT 11.5M M2M
connecDons
2016Q1
ConnecDvity
• VSAT global
coverage
• GSM, GPRS,
UMTS, LTE
• SigFox pilot in
Peru and Chile
remote areas.
Agreement to
commercialize
hybrid SigFox &
NB-IOTsoluDons
• NB-IOT with
Huawei to be
launched 2017 in
Spain and LaDn
America.
• First pilot carried
out in Chile.
• Announced in
MWC the
intenDon to
launch LTE-M in
Europe, but no
details given.
Devices
• CerDfied devices
libraries
Plaaorm
• Thinking Things
open plaaorm
powered by
Jasper, an
ecosystem of
partners and a
community of
developers
• analyDcs at 3
levels
• trends
• pa{erns
• alerts
• predicDve
analyDcs
• Smart m2m in-
house developed
managed
connecDvity,
secure data
management and
warehousing
• global geo-
locaDon and
geo-fences.
• SigFox backend
ApplicaDons
• fleet
management,
asset tracking and
connected car;
• smart ciDes,
• smart metering
and industry
telemetry,
• uDliDes
• building/
community
energy
efficiency,
• remote vending,
• connected
elevators,
• tank telemetry,
• cold storage
management,
• smart retail,
• eHealth.
Services
• device guidelines
and cerDficaDons
• idenDficaDon and
troubleshooDng
of security
breaches
• IoT partner
program

13. Telekom
Volume
• IoT reach
informaDon not
available
ConnecDvity
• VSAT partnering
with Intelsat
• GSM, GPRS, UMTS,
LTE
• tested LTE-M
• NB-IOT pilots in
Netherlands and
Germany. Will go
commercial Q2 in
Germany. Along
2017 will offer also
in Netherlands
countrywide and a
number of ciDes in
Austria, Slovakia,
CroaDa, Greece,
Hungary and Poland
with internaDonal
roaming.
• Agreement with
China Unicom to be
able to support
connecDons in their
network using
Telkom’s cloud of
things plaaorm
Devices
• cerDfied gateways
to connect WPAN,
WLAN connected
devices demo
• starter or pilot
packages
Plaaorm
• Cloud of Things
• device
management
• inventory
locaDon
• device
connecDon,
• secure data flow
and storage,
• context,
• analyDcs and
presentaDon
• alarm and event
rule engine
intelligence
• SW configuraDon
management and
remote updates
• APIs to customers
backends
• MulD-IoT plaaorm,
seamlesly
interconnects
modules developed
for Azure, Cisco fog,
Huawei, SAP and GE
data
ApplicaDons
• Hotspot drive,
connected car.
• remote
management of
vending machines,
• white label smart
home plaaorm for
domesDc industries
and services
providers,
• healthcare
Services
• Telekom Systems
global consulDng
and integraDon
• Poraolio of IT
partners to help
development
• Cloud of Things
managed services

14. Verizon
Volume
• Reported more
than $690M IoT
revenue in 2016
• Claimed more
than 125M
connecDons
Q12015 (probably
this figure
includes PCs,
phones and
tablets),
• 3+ Million
connected
meters
ConnecDvity
• CDMA (2G) to be
shut down in
2019,
• UMTS, LTE
• First sites for LTE
catM1 not
revealed, but first
call in South
Florida based on
Sequans, and first
applicaDon
partnership with
Neptune
Technology
Group, a water
metering
soluDons vendor
• plan to cover all
naDon in the first
quarter of 2017.
Devices
• CerDfied devices
libraries
• Cellular-enabled
development kits,
including LinkLabs
CatM1 launch kit
communicaDon
board based on
Sequans.
Plaaorm
• ThingsSpace
comprises three
plaaorms:
• ThingsSpace
Develop:
applicaDon
plaaorms, APIs,
development
kits,
• ThinkSpace
Manage for
provisioning,
monitoring,
control,
• ThingsSpace
Market: 3rd
party soluDons
aggregatror
made available
to the market as
a library.
ApplicaDons
• SmartCiDes
(lighDng, video
monitoring, traffic
management),
• retail (store help
on mobile, mobile
payment),
• Networkfleet
(vehicle an asset
management),
and connected
vehicles,
• Business
surveillance,
• Grid Wide UDlity
as a service
Services
• ThingSpace
partnership
program with
open
developments
and professional
services.

15. Vodafone
Volume
• #3 global M2M
connecDons
volume according
to InfoneDcs,
although may
have overpassed
AT&T this year.
• 50M reported
February 2017
• Adding 1M new
connecDons per
month
• Revenue double
digit percent
annual growth
since 2011
ConnecDvity
• VSAT
• GSM, GPRS,
UMTS, LTE
• NB-IoT
• first world’s trial
in Madrid (9/16),
• commercial in
Spain: Madrid
and Valencia
since January,
extended to 4
more ciDes in
February, plan
1K base staDons
supported end of
Q1.
• Plan to deploy
along the year
over Australia,
Ireland, the
Netherlands and
Turkey.
Devices
• Partnership with
Arrow Electronics
• cerDfied
gateways for
industrial
applicaDons with
pluggable or wire-
able terminals
(MachineLink or
USB).
Plaaorm
• Vodafone
developed M2M
connecDvity
plaaorm and
Managed Tablet
app.
• Wholesale
agreement with
Arrow
Electronics for
their eVolve IoT
offering
• AnaluyDcs by SAP
HANA
• ApplicaDon
development
plaaorm from
Thingsworx
ApplicaDons
• Asset tracking
(mobile app, geo-
fencing).
• Building/business
energy
management
• Remote machine
monitoring.
• Smart metering/
grid. refrigerated
storage
management.
• Driving
monitoring for
insurance
Services
• NB-IOT open lab
in Newbury UK
• Partnership
program
(consultancy),
involves a great
deal of partners
in all industries,
helping create
soluDons in
virtually any field

16. Related documents
• h{ps://www.linkedin.com/pulse/m2m-iot-
transiDoning-opportunity-telcos-i-pedro-
menendez-valdes
• h{ps://www.linkedin.com/pulse/m2m-iot-
transiDoning-opportunity-telcosii-value-add-
menendez-valdes

17. About the author
• My background
ü more than twenty years tracking the Telecoms markets, idenDfying
the opportuniDes open by new technologies or by changing
consumer trends, and promoDng and delivering products and
soluDons that materialize those opportuniDes.
• My objecDves
ü I want to contribute to the technology changes that make a more comfortable
world to live in, and a more efficient and sustainable economy which makes
comfort accessible to more people for a longer Dme.
• My acDvity
ü I help my clients to define and tailor profit-aiming and technology-feasible
strategies. To that end we co-design soluDons adapted to their business models
and processes.
• Find me at www.linkedin.com/in/pedromenendezvaldes