Can North American IoT MVNOs Thrive in Difficult Times?

Kathryn Weldon – Research Director, Business Network and IT Services – Americas

Summary Bullets:

  • Internet of Things (IoT) mobile virtual network operators (MVNOs) had to overcome reliance on connectivity-led portfolios as they court global enterprises while competing with mobile operators focusing on IoT as a growth area.
  • Those MVNOs that remain and thrive have re-vamped offerings to stay relevant, drawing customers with application enablement, vertical solutions, management platforms, and professional and managed services.

IoT MVNOs expand the reach of enterprises looking to connect IoT devices on a global basis, primarily via cellular technologies. They can expand mobile or fixed operators’ footprints as a partner or sell directly to OEMs and enterprises that need widespread, easy-to-use connectivity. They can also offer seamless connectivity in regions where a single carrier cannot provide service.

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Executive Departure Adds More Uncertainty to Broadcom’s VMware Acquisition

S. Schuchart

Summary Bullets:

  • Tom Krause is leaving Broadcom to become CEO of Citrix-Tibco, increasing tensions around the planned acquisition of VMware.
  • Broadcom CEO Hock Tan is taking over the Broadcom Software division, but there may be a chance that VMware’s leadership team could run the division if the acquisition closes.

The latest chapter in the saga of Broadcom’s quest to buy VMware sees the architect and face of the deal, Broadcom Software President Tom Krause, leaving Broadcom to become CEO of Citrix-Tibco. For fans following along at home, Citrix was purchased by private equity firms Vista Equity Partners and Elliott Investment Management that plan to merge Citrix with Tibco. The merger of those two is much like the purchase of VMware by Broadcom – a move with very few synergies that leaves everyone scratching their heads and wondering why. It seems as if the thought process is that any software company can be merged with any other… because they are all software, right?

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Vodafone Delivers Purpose in Action

R. Pritchard

Summary Bullets:

  • Vodafone is seeking to demonstrate how it uses technology to address connected education and connected health markets in both developed and developing countries.
  • Propositions such as ‘school in a box’ and m-mama in Africa have helped in delivering the education sector and safer healthcare for pregnant women.

Vodafone recently presented examples of its Purpose initiative, whose goal is stated to be “we connect for a better future by enabling inclusive and sustainable digital societies.” The three pillars of this strategy are Digital Society (connecting people, places, and things and digitizing critical sectors); Inclusion For All (ensuring no one is left behind in a digital society); and Planet (tackling the climate crisis, reducing carbon emissions, and helping others reduce theirs). These all demonstrate practical implementations of the company’s environmental, social, and governance (ESG) agenda, as well as demonstrating that offering socially useful applications can also be a commercial opportunity.

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