Key Takeaways

  • Pangea Amplify is designed to lower the upfront cost of pursuing cellular IoT customers.
  • Partners can combine connectivity with devices, deployment work, and managed services.
  • Expanding cellular IoT adoption and eSIM standards are creating a larger channel opportunity.

Pangea Connected has launched Pangea Amplify, adding a commercial funding initiative to its Partner Programme as channel businesses pursue a growing pipeline of cellular IoT projects.

The channel-only cellular IoT connectivity specialist is positioning Pangea Amplify as a way for partners to reduce the initial financial burden associated with winning and deploying new business. That burden can include hardware procurement, connectivity activation, installation, device management, and the early delivery costs of a recurring managed service.

It addresses an awkward feature of the IoT business model. Customers may pay through multiyear service contracts, but partners often incur substantial costs before those recurring payments begin. Even a commercially attractive deployment can therefore put pressure on working capital, particularly when hundreds or thousands of connected devices need to be purchased, configured, and installed.

Pangea Amplify gives partners another route for structuring those opportunities. The broader aim is to help partners package cellular connectivity alongside devices and deployment services, rather than selling SIMs or data plans as isolated products. Specific eligibility requirements and commercial terms will be important for partners evaluating the initiative.

Cellular IoT connectivity is expanding, but connectivity alone usually represents only one part of the customer requirement. Businesses also need suitable hardware, coverage planning, configuration, installation, monitoring, security, support, and sometimes integration with existing operational systems. Channel partners that can bring these components together have more room to develop recurring revenue, but they also carry more delivery risk.

Market growth makes that trade-off increasingly relevant. A Quantumrun summary of IoT Analytics data counted 4.7 billion cellular IoT connections in 2025, equal to about 22% of all IoT connections. The cellular segment grew 13.3% during the year. Separate market estimates put cellular IoT connections at 4.2 billion at the end of 2025, up 11% year over year, with connectivity revenue reaching €14.5 billion.

The totals vary because research groups use different methodologies and definitions. The direction is less ambiguous. Cellular connectivity is becoming a larger component of the IoT market, while managed-service providers are taking a central role in delivering it. At the end of 2025, those providers controlled more than 250 million cellular IoT connections and generated approximately €1.9 billion in annual revenue.

What does that mean for a reseller or systems integrator? More potential customers, certainly, but also larger and more complicated deployments. A partner might need to finance gateways, routers, sensors, SIMs, professional services, and field installation before recognizing much recurring income. Pangea Amplify is aimed squarely at that timing gap.

Technology changes are also making multinational projects more practical. The GSMA’s SGP.31 and SGP.32 specifications support remote SIM provisioning for IoT equipment, including constrained devices without screens or conventional user interfaces. As CSL’s standards FAQ explains, eSIM, eUICC, and iSIM approaches can give connected-device operators more flexibility in how cellular profiles are managed.

SGP.32 is especially relevant because it supports over-the-air operator-profile changes for IoT devices. An IXT guide to SGP.32 describes how the specification is intended for scalable deployments involving constrained equipment. For partners, remote provisioning can reduce some of the logistical friction involved in shipping devices across markets or changing connectivity arrangements after installation.

Security remains part of the sales discussion too. GSMA IoT SAFE uses SIM-based capabilities to help protect device identities and communications. Funding may get a project moving, but partners still need to account for device authentication, software maintenance, data handling, and lifecycle management when building an offer.

Competition is developing quickly. Vodafone, Digi International, and Transatel are among the connectivity businesses commercializing multi-network cellular IoT and eSIM capabilities. Pangea Connected’s distinction is its channel-only approach and, through Pangea Amplify, its emphasis on helping partners support the commercial journey around a deployment.

The long-term opportunity is substantial: cellular IoT connections are forecast to reach 6.5 billion by 2030, with annual connectivity revenue projected at €21 billion. Pangea Amplify gives partners a financing-oriented tool for pursuing that growth, although its practical impact will depend on deal economics, partner eligibility, deployment execution, and the quality of the managed services wrapped around connectivity.