AT&T and GE Sign Global Alliance Agreement for Machine-to-Machine Solutions - Analysys Mason comment

Morgan Mullooly, Analyst at Analysys Mason… “This is a hugely significant win for AT&T. We expect a tremendous number of M2M connections to be activated in the next 2–3 years, as millions of industrial components roll off GE production lines fitted with embedded M2M modules and will be dispersed around the globe. Consequently, we expect the deal will strengthen AT&T’s position as the leading US M2M service provider by number of connections.” What does this announcement mean?
  • GE has a platform to manage and service its customer connected equipment and devices
  • AT&T provides connectivity with a global SIM and  other infrastructure components and services including cloud and security capabilities and device sourcing and certification
  • Customers of GE will have connectivity and new services built into their GE equipment
If you are seeking additional analyst comment, please contact Morgan.Mullooly@analysysmason.com Also see this piece of research written today on the announcement: Analyst view: AT&T’s M2M connectivity could be embedded in millions of General Electric’s industrial components
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