An Overview Of AT&T’s Connected Device & IoT Business

March 14th, 2016 by Trefis Team
+10.34%
Upside
16.58
Market
18.29
Trefis
T: AT&T logo
T
AT&T

The Internet of Things (IoT) is expected to be the next big thing for the tech and telecom industries. Wireless carriers are betting on the space to drive growth, as their networks provide wide-area connectivity for a growing number of networked devices. AT&T’s (NYSE:T) IoT exposure largely stems from its M2M and connected car business. Although this business is not significantly accretive to the carrier’s financials yet, it accounted for a bulk of its customer adds over 2015 and its importance is only likely to increase going forward. Below, we provide a brief overview of the carrier’s IoT business.

Connected_1

 

Relevant Articles
  1. How Will An Expanding Postpaid Phone Business Drive AT&T Stock’s Q1 Results?
  2. Down 50% From 2021, We Think There’s Upside For AT&T Stock
  3. Will AT&T Stock See Gains Post Q2 Results?
  4. At $15, AT&T Stock Appears Oversold
  5. AT&T Stock Held Up In A Tough Market. What Does 2023 Hold?
  6. What’s Happening With AT&T Stock?

Connected_2

 

Connected_3

References:

U.S. iPhone Users Consume the Most LTE and Wi-Fi Data, Mobidia

AT&T 2015 Financial and Operational Results, AT&T

Average monthly traffic per M2M subscription in Western Europe between 2010 and 2020, Statista

Cellular Data Plans for M2M Applications, Embeddedworks

US Mobile Market Update – Q1 2015, Chetan Sharma

Notes:

1) The purpose of these analyses is to help readers focus on a few important things. We hope such lean communication sparks thinking, and encourages readers to comment and ask questions on the comment section, or email content@trefis.com
2) Figures mentioned are approximate values to help our readers remember the key concepts more intuitively. For precise figures, please refer to our complete analysis for AT&T