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.   


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