The implications of recent IoT transactions

11 December 2023 | Research

Tom Rebbeck

Video | MP4; PPTX (13 slides) | IoT Services


The IoT market has long attracted investor interest, but the signals from the market are mixed. After large rounds of funding in 2021, more recent indicators have been negative. This presentation examines these trends within the IoT market and outlines the implications for investors. 

Information included in this presentation

  • The positive and negative developments in IoT connectivity investment
  • Insights into the IoT connectivity market from an investor's perspective. This includes a 'worked example' of an investment case, which offers a comparative analysis of how the case appeared in 2021 and how it appears today. 
  • A review of the short and long-term implications of changing investor sentiment

Author

Tom Rebbeck

Partner, expert in TMT consumer and business services