IoT

The Internet of Things connects sensors, machines, and devices to networks so they can report data and be controlled remotely, underpinning applications from smart metering and asset tracking to industrial automation. Cellular IoT spans technologies from low-power NB-IoT and LTE-M to higher-bandwidth 5G, with new reduced-capability (RedCap) devices filling the gap between them. As deployments scale, the focus has shifted from connectivity alone to managing fleets of devices, securing them, and turning their data into value. For operators, IoT is a connectivity-plus-platform opportunity; for enterprises, it’s the foundation of connected operations. This channel covers IoT across cellular technologies, platforms, and industry verticals — including device classes, security, and data — with analysis of where connected-device deployments deliver measurable outcomes rather than stalling at the pilot stage.

Reliance Jio’s path to a mid-2026 IPO is increasingly intertwined with the timing and magnitude of India’s next mobile tariff hike. Domestic brokers argue Jio has a tactical reason to push back on near-term tariff increases: hikes tend to accelerate Bharti Airtel’s revenue market share (RMS) gains more than Jio’s, narrowing the lead at the worst possible time for an IPO. Airtel has been the key beneficiary of previous price actions, chipping away at Jio’s RMS advantage by almost two percentage points since mid-2024. On current assumptions, Jio is informally pegged around $153 billion, implying an EV/EBITDA multiple near the low teens.
A strategic merger to accelerate standardized 5G NTN Cobham Satcom is merging its Network Division with Gatehouse Satcom to push 3GPP-based non-terrestrial networks from trials to scalable deployments. The combined entity will sit as a subsidiary within Cobham Satcom Group, led by Kenney Schmidt Christiansen, Gatehouse Satcom’s current CEO. Cobham Satcom will hold a majority stake and continue to serve maritime, government, and enterprise customers through its SAILOR, Sea Tel, EXPLORER, and TRACKER brands. The transaction requires standard regulatory approvals but positions both companies to offer an end-to-end 5G NTN platform spanning software, ground infrastructure, and terminals.
New data points to a step-change in cellular IoT adoption as 5G broadens into mid-tier and massive-scale use cases while 4G-era LPWA keeps expanding. Omdia forecasts cellular IoT connections to reach roughly 5.9 billion by 2035, driven by expanding addressable use cases across industrial automation, utilities, transportation, retail, and consumer-adjacent categories such as wearables. The growth profile is no longer tied only to premium 5G performance; instead, scaled adoption is coming from three complementary pillars: 5G RedCap for mid-tier performance at lower cost, 5G Massive IoT (evolving NB-IoT/LTE-M under a 5G core), and 4G LTE Cat-1bis for low-cost devices that still require voice or moderate throughput.
New consumer research commissioned by Viasat and executed by GSMA Intelligence signals that non-terrestrial networks (NTN) are becoming a mainstream buying factor for mobile subscribers. The survey of more than 12,000 smartphone users across 12 countries finds persistent coverage gaps: over a third of respondents lose basic cellular service multiple times per month. That pain point is translating into intent. Roughly six in ten consumers say they would pay extra for satellite-enabled connectivity on their phones, and nearly half indicate they would switch operators if out‑of‑coverage service were included in their plan. On average, those willing to pay would accept a 5–7% uplift on their current monthly bill, with outliers such as India approaching a 9% premium.
The Indian government has floated draft rules that refine how mobile operators can share spectrum, aiming to boost spectral efficiency and accelerate 5G expansion under the new telecommunications regulatory framework. The draft rules seek to formalize spectrum sharing under the new regime, giving operators a clearer pathway to pool or share spectrum holdings while ensuring compliance with license conditions. In practical terms, telcos would gain a more predictable mechanism to use underutilized spectrum, improve coverage, and optimize capacity without always resorting to new auctions or heavy capex.
The FCC has approved AT&T’s agreement to acquire a portfolio of UScellular wireless spectrum licenses for $1.02 billion, advancing AT&T’s mid-band capacity strategy and reshaping competitive dynamics in U.S. 5G markets. The licenses span select UScellular markets, bolstering AT&T’s holdings in areas where UScellular has long operated, including rural and midwestern regions. With FCC consent in hand, the parties can proceed to closing market by market, subject to routine administrative steps and any local obligations. Mid-band spectrum remains the sweet spot for balanced capacity and coverage. This positions AT&T to better support RedCap devices, uplink-sensitive applications, and the early wave of 5G-Advanced features.
Skyfora and LMT demonstrated a real-time, kilometer-scale GNSS meteorology grid running on LMT’s 5G network at NATO’s Digital Backbone Experimentation (DiBaX), signaling a new class of “network-as-a-sensor” capability for Europe. At DiBaX in Latvia, LMT’s 5G sites equipped with Skyfora’s Weather Engine streamed continuous atmospheric measurements derived from small, measurable delays in GNSS signals as they traverse humid air. The result was a rapid-update observation grid delivering near real-time insights into the evolution of storms, extreme rainfall, flood risk, and heat stress across large areas, without deploying new physical weather stations.
Ericsson’s latest Mobility Report points to a clear shift: operators are turning 5G capabilities into differentiated, SLA-backed services rather than just selling more data at higher speeds. After years of building coverage and capacity, 5G networks are mature enough to commercialize features like guaranteed latency, uplink boosts, and application-aware prioritization. The catalysts are in place: more 5G Standalone (SA) cores, rising traffic from video creation and immersive apps, and enterprise demand for predictable performance across sites and clouds. The net result is momentum behind premium, differentiated connectivity that can be priced, assured, and exposed to partners.
India’s 5G market has entered a scale phase, with momentum pointing to more than a billion subscribers and deeper network modernization over the next six years. Ericsson’s latest Mobility Report projects over 1 billion 5G subscriptions in India by end-2031, representing about 79% of the country’s mobile base. Average mobile data usage per active smartphone in India stands near 36 GB per month and is forecast to approach 65 GB per month by 2031. Two demand-side levers stand out: affordable 5G devices and expanding Fixed Wireless Access (FWA), accelerating mainstream adoption and opening a credible substitute to wired broadband in underserved areas.
Airbus Defence and Space has introduced Agnet Direct, a multi-mode extension to its 3GPP-based Agnet portfolio that keeps teams connected when commercial or private 4G/5G coverage is compromised. Agnet Direct has been validated within France’s Réseau Radio du Futur (RRF), the nationwide secure broadband network for domestic security and emergency services. The solution combines a smartphone running the Agnet application with a smart remote speaker microphone (RSM) to deliver resilient communications across four operational modes. Agnet integrates with existing TETRA and Tetrapol estates, enabling hybrid operations where radio users and smartphone users communicate across shared talkgroups.
Orange is moving to commercialize direct-to-device satellite connectivity in Europe with a carrier-branded SMS service that extends coverage beyond terrestrial reach. Orange will launch “Message Satellite,” an SMS and location-sharing service that lets smartphones connect directly to satellites when mobile or Wi‑Fi coverage is unavailable. The consumer launch in mainland France is slated for 11 December 2025, with professional and enterprise availability following in 2026. At launch, the service will be offered to Orange 5G and 5G+ customers using Google Pixel 9 or Pixel 10 devices, with additional handsets expected over time. Pricing is set at €5 per month after a six‑month free introductory period.

Frequently Asked Questions

What’s the difference between regular IoT and ‘massive IoT’?
Regular IoT typically refers to a moderate number of connected devices with meaningful data needs, like security cameras streaming video, smart home hubs, or connected vehicles transmitting diagnostic and location data continuously. Massive IoT refers to a fundamentally different scale: enormous numbers, potentially millions, of simple, low-power, low-data sensors, like utility meters, environmental monitors, or asset trackers, that each transmit only small amounts of data infrequently but need to remain connected reliably and cheaply across very large device populations. The distinction matters because massive IoT requires network technology specifically optimized for extremely low power consumption and the ability to support enormous device density per cell, priorities that differ from the higher bandwidth and lower latency priorities of more data-intensive regular IoT applications.
Why does 5G matter for IoT specifically?
5G matters for IoT in several specific ways beyond simply being a faster network. It’s designed to support a far greater density of connected devices per square kilometer than 4G, which matters enormously for massive IoT deployments involving huge numbers of sensors in a concentrated area. It also offers specialized operating modes tailored to different IoT needs: extremely low-power modes for simple sensors that need to run for years on a single battery, and ultra-reliable, low-latency modes for mission-critical applications like industrial robotics or autonomous systems where a delayed connection could cause real operational problems. This flexibility, supporting both massive numbers of simple devices and demanding, latency-sensitive applications on the same network, is a meaningful architectural advance over earlier cellular generations.
What are the biggest barriers to wider IoT adoption?
Several recurring barriers continue to limit how quickly IoT adoption scales. Device and connectivity costs, while falling steadily, still need to make economic sense across potentially millions of deployed units for many proposed use cases, and even small per-device costs add up quickly at that scale. Security concerns are significant, since managing the security of huge numbers of distributed, often physically unattended endpoints is meaningfully harder than securing a smaller number of centrally managed devices. Fragmented standards across different IoT use cases can complicate interoperability between devices and platforms from different manufacturers. Integrating the resulting flood of IoT data into existing business systems and deriving useful insight from it remains a genuine organizational challenge even after connectivity itself is solved.
How do cellular IoT connections compare to alternatives like Wi-Fi or LoRaWAN?
Cellular IoT, using carrier networks like 4G, 5G, NB-IoT, or LTE-M, offers wide-area mobility and carrier-grade reliability without requiring an organization to build its own local wireless infrastructure, making it well suited for devices that move across large areas or are deployed in remote locations without existing local coverage. Wi-Fi can be cheaper for localized deployments within a single building where infrastructure already exists, but doesn’t provide the same wide-area mobility without significant additional infrastructure. LoRaWAN and similar low-power wide-area technologies offer very long battery life and decent range at low cost, attractive for simple, infrequent-data sensors, but typically can’t support the data rates or mobility that cellular IoT can, and often require organizations to deploy their own gateway infrastructure.
What industries are the biggest users of IoT technology today?
Manufacturing has been one of the most active adopters of industrial IoT, using sensors throughout production lines for predictive maintenance, quality control, and real-time process monitoring. Logistics and supply chain companies rely heavily on IoT for asset tracking, monitoring shipment location and condition, like temperature for perishable goods, throughout transit. Agriculture uses IoT sensors to monitor soil conditions, irrigation needs, and livestock health across large rural areas where cellular IoT’s wide coverage is particularly valuable. Utilities use IoT extensively for smart metering and grid monitoring. Healthcare is an increasingly significant adopter too, using connected medical devices and wearables for remote patient monitoring, an application where reliability and security carry particularly high stakes.
How is AI changing what IoT devices and networks can do?
AI is increasingly applied directly to the enormous volumes of data IoT devices generate, since manually analyzing data from potentially millions of sensors isn’t practically possible without automated analysis. AI models are used to detect anomalies in sensor data that might indicate equipment about to fail, to optimize complex systems like energy grids or supply chains based on real-time data from many distributed sensors, and increasingly, to run directly on IoT devices themselves through on-device or edge AI, allowing analysis and decision-making to happen locally rather than requiring every piece of raw data to be transmitted back to a central system. This local processing is particularly valuable where bandwidth is limited or sending all raw data back centrally would be impractical given the volume involved.
What is ‘NB-IoT’ and ‘LTE-M,’ and how do they differ from regular cellular connections?
NB-IoT, short for Narrowband IoT, and LTE-M, short for LTE Machine-Type Communication, are specialized cellular technologies designed specifically for IoT use cases rather than general smartphone-style connectivity. They prioritize extremely low power consumption, allowing devices to run for years on a single battery, and excellent coverage, including reaching devices in challenging locations like deep indoors or underground, over the higher data speeds standard cellular connections prioritize. The two differ in their tradeoffs: NB-IoT generally supports even lower power consumption and better extreme-condition coverage, suited for simple, infrequent-data sensors, while LTE-M supports somewhat higher data rates and mobility, making it better suited for applications like asset tracking that need to maintain a connection while moving.
What security risks are specific to IoT devices, and why are they considered higher risk?
IoT devices are often considered higher security risk for several specific reasons. Many are deployed in huge numbers across physically unattended or hard-to-access locations, making it impractical to manually monitor or service the security of each individual unit. Cost pressures in massive IoT deployments can lead manufacturers to cut corners on security to keep per-unit costs low, sometimes resulting in weak default passwords, infrequent software updates, or limited encryption. Because IoT devices are often deployed for many years without replacement, vulnerabilities discovered after deployment can remain unpatched for extended periods if devices lack reliable update mechanisms. The sheer scale of many deployments also means a single vulnerability could potentially compromise an unusually large number of devices simultaneously.

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