What should Deutsche Telekom do about M2M in the US?
Machina Research believes that Deutsche Telekom’s presence in the US is potentially one of its greatest assets in the M2M market. No other operator (with the possible exception of Vodafone) can span Europe and the US with facilities-based capabilities. However, in May 2011, T-Mobile USA chose to largely ignore the M2M opportunity while the abortive AT&T acquisition was being worked out. Since falling through, DT finds itself with a US asset with limited in-house M2M capability. This research note examines what DT should do in M2M terms with the significant asset that is a US facilities-based network.
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