Imminent UK telecoms M&A is unlikely to threaten the high level of competition in IoT connectivity

02 November 2015
Report type: Research Note
Author(s): Matt Hatton
Keywords: IoT, internet of things, internet, things, M2M, machine-to-machine, UK, Vodafone, Orange, Deutsche, Telekom, EE, Everything, Everywhere, BT, 3, Hutchison, Aeris, Arkessa, Numerex, Kore, Wyless
Number of Pages: 8

While many of Machina Research’s reports consider global trends it is useful on occasion to focus in on the local to examine specific competitive dynamics. The competition for IoT wide area connectivity (most notably cellular) is still a largely local matter. For this reason we have focused on a single market to examine the competing dynamics and relative positioning of the different players, some of which are global, and others local.

Specifically, this Research Note examines the UK market, for two reasons: it is an interesting and dynamic market, and because there is some significant M&A imminent, with Hutchison Whampoa (which owns 3UK) set to buy Telefonica O2 UK, and BT buying EE (both subject to regulatory approval).

Companies examined include Vodafone, Telefonica O2, 3 UK, EE, BT, Wireless Logic, Kore Telematics, Aeris Communications, Arkessa, Stream Communications, Wyless, Arqiva, Telensa and Silver Spring.

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