The Transforma Insights Blog

Within the IoT connectivity landscape the only constant is change. Transforma Insights has, over the years, tracked and analysed the changing face of IoT networks, middleware, regulations, commercial models and lots more. Last week we announced our IoT ‘Transition Topics’ for 2025. One was ‘eSIM orchestration vs connectivity reseller’, which relates to the way in which the arrival of SGP.32 remote SIM provisioning – as well as changing MNO/MVNO strategies, new approaches to connectivity management platforms, and the increased impact of data sovereignty regulations and geopolitical issues – promises to trigger a new phase in the provision of IoT connectivity and a change in the associated roles.

These days, it’s hard to overlook headlines such as Microsoft’s USD19.7 billion acquisition of Nuance Communications and Panasonic’s USD7.1 billion acquisition of Blue Yonder. Acquisition of Artificial Intelligence (AI) companies has become a global trend, with leading technology firms investing heavily to strengthen their AI capabilities. This blog begins by exploring the significant increase in AI acquisitions from 2021 to 2023, then analyses the leading market segments driving these acquisitions, and concludes with an in-depth discussion of the top five applications within the AI acquisition landscape.

In this blog post Matt Hatton examines how the messages coming out of Mobile World Congress Las Vegas last week are pointing at a tentative transformation in the approach of the telecoms sector, plus other key trends around AI, APIs, IoT, 5G, NB-IoT apathy, 4G switch-off and more.

At the start of 2024, Transforma Insights identified regulation as the single most important area of change in IoT during 2024. In this article we consider in brief five of the main categories of regulations of which technology buyers need to be aware.

On the 18th September T-Mobile US hosted a Capital Markets Day where it shared a number of interesting perspectives on the industry and approaches to applying new technology to its operations. In this blog post Matt Hatton shares his perspectives on the announcements and discussion topics.

In this blog post, Matt Hatton considers the growing requirement for IoT use cases to support voice and the increasing obligations on the part of IoT connectivity providers to implement a scalable VoLTE/VoNR/IMS capability to support it.

In this blog, we provide a brief introduction to disposable trackers and how we expect these low-cost, lightweight, small, battery-powered devices to grow rapidly.

The arrival of the SGP.32 ‘IoT’ remote SIM provisioning standard looms large over providers of cellular-based IoT connectivity this year. In this blog post Matt Hatton looks at some of the key themes related to the new technology.

In the last couple of years, leading technology companies including Accenture, Alphabet, Databricks, and Microsoft have been heavily investing to enhance their AI capabilities, including with M&A. A recent Transforma Insights study examines the key trends in AI M&A. This blog post examines the geographical angle to that analysis.

Can Smart Services unlock the digital transformation of the Smart Buildings sector? Technology industry analyst firm Transforma Insights thinks that it certainly can help. In a report titled, ‘Digital Transformation in Smart Buildings’, Transforma Insights identified and highlighted nine key areas (including Smart Services) where disruptive technologies are contributing to the digital transformation of the sector. This article offers a comprehensive overview of Smart Services, with a primary focus on its three key aspects: Smart Restrooms, Smart Cleaning, and Smart Pest Control. It also delves into the benefits of these services for businesses, explores the vendors providing these solutions, and highlight some enterprises that have successfully implemented them.