Internet of Things, connected devices, edge computing, and industrial IoT
LoRaWAN specifications TS014 and TS018 eliminate manual device configuration, reducing installation errors and truck rolls in large-scale sensor deployments.
SUSE Industrial Edge now competes with Azure IoT Operations and Red Hat Device Edge for factory data orchestration. Separately, DOE's $33M smart manufacturing fund subsidizes clean energy production upgrades.
ServiceNow's acquisition of Armis for $7.75 billion embeds IoT/OT security inside IT workflow platforms, pressuring buyers to choose between platform consolidation and best-of-breed device control.
SUSE launched Industrial Edge following its Losant acquisition, targeting enterprises forced to replace AWS, Google, and IBM cloud IoT services retired in the last 36 months.
Windows 10 IoT Enterprise reaches end of servicing in October 2025, Windows IoT Enterprise 23H2 in November 2026. Industrial fleets face immediate OS migration costs and device requalification.
Soracom made SGP.32 eSIM orchestration commercially available July 9, letting enterprises assign operator profiles after deployment via API. Hardware SKU count drops; regional rollout risk falls.
Huntington Ingalls commits up to $900 million to Path Robotics and GrayMatter for shipyard automation, forcing automation vendors to prove multi-site ROI at scale.
Italian embedded-security vendor Exein raised €70 million in Series C funding, intensifying competition for device-side prevention over network monitoring. Enterprise buyers now face clearer trade-offs between point tools and platform suites.
Omdia survey shows real-time analytics has become the top enterprise IoT investment priority, forcing buyers to rethink platform budgets and vendor shortlists.
The first commercial SGP.32 IoT eSIM solution from Tele2 IoT, IDEMIA, and Cisco shifts value from connectivity to orchestration, enabling remote profile management across operators.
Three major automation vendors released orchestration and OT/IT platforms in June, signaling a competitive shift from hardware to plant-wide software that changes integration costs and vendor lock-in risk.
Rome-based Exein launched Photon, a runtime security product that monitors firmware execution on embedded and AI-native IoT systems. The timing aligns with a 124% surge in IoT malware attacks and tightening EU device security mandates.