Enterprise Software is Driving Growth in Computing Markets

For a couple of decades, the "most important" developments in computing hardware or software were happening in the consumer space. Two decades ago, the most important innovations in enterprise computing were leaking into the enteprise from the consumer market. 

That seems to be shifting a bit, as internet of things use cases emerge in enterprise settings and cloud computing deepens. That is part of a potentially-important shift for connectivity services providers. Where revenue growth has been driven by consumer apps and use cases for decades, growth now will shift towards enterprise use cases.