Friday, October 28, 2022

How Big a Revenue Driver is "Home Security?"

EE is getting into the home security business. It is a logical and not unprecedented move for either a mobile operator or a fixed network access provider hoping to create a significant new revenue stream. 


U.S. cable operator Comcast has been doing so since 2013, but interest in the business predates that entrance into the market. AT&T had gotten into the business using 3G mobile networks, but wound down the business when it sunsetted the 3G network. 


The demand for home monitoring appliances might be a separate business from the remote monitoring services business that telcos and cable operators seek to enter. The former includes a wide range of appliance suppliers, the latter focuses more on monitoring managed monitoring services, though self-monitoring options also are available. 


It remains unclear how big an opportunity this might represent for access providers. Many see home security as a subset of the smart home market, which includes both self-managed appliances and systems as well as managed services.   


No comments:

AI Stack Will be Based on Layers, Just Like All Other App Ecosystems

“Digital infrastructure” tends to refer to physical assets like data centers, fiber optic networks, cell tower networks and cloud computing ...