As our sister service, RAN Research, prepares the finishing touches to its upcoming RedCap forecast, a number of tidbits emerged through the process. Perhaps most pressing has been the apparent ceding of the battlefield, with the MNOs now essentially handing things over to the MVNOs – and in some cases, directly migrating customers to these firms. For the MNOs, the IoT opportunity has been largely disappointing. Some are quietly doing good business, however, such as Tele2, which has near 20 million connections these days – which would put it at sixth place in the graph below. However, most have now come to terms with the problem of scale, and admit that they are not set up to succeed in the…