PRESS RELEASe:
Kaleido launches new Connectivity Vendor Hub update

Airlinq, Telefónica Tech and Thales Ranked #1 Champion Connectivity Vendors by Kaleido Intelligence

New Kaleido Scores & Champion Vendors for CMP, eSIM Connectivity & eSIM Subscription Management Announced

London, 24th February 2026: Kaleido Intelligence, a leading IoT connectivity and roaming research and consulting firm, has released its latest Connectivity Vendor Hub, presenting the industry’s most comprehensive product assessment and competitive analysis of Connectivity Management Platforms, eSIM Connectivity offers and eSIM Subscription Management services.

The Connectivity Vendor Hub: Competitive Analysis 2025-26 research analysed 39 leading vendors. It includes an in-depth evaluation of the service offerings and updated Kaleido Scores for all companies. Kaleido’s method entails categorising vendors based on their product excellence, recognising each company’s distinct market positioning, problem-solving skills, innovative prowess, and their ability to align with current market needs and future demands.

The study is the culmination of more than 5 months’ worth of primary and secondary research, including product demos, questionnaires, and detailed interviews and briefings to collect relevant information.

7 Vendors Receive Champion Kaleido Scores, 30 Vendors Recognised as High-Flyers

Airlinq and Telefónica Tech were scored as number one Champion vendors in CMP, and eSIM Connectivity, respectively. Meanwhile, Thales was scored as the number one Champion vendor in eSIM Subscription Management. Giesecke+Devrient and IDEMIA also achieved Champion assessments across the categories assessed.

This year’s benchmarking study is Kaleido’s most detailed yet, with leading vendors’ products closely aligning with current and near-term market needs identified by Kaleido through multiple surveys, demos and interviews completed throughout the year with product specialists, in addition to ongoing dialogue with ecosystem service providers.

Adnan Khurram, Chief Technology Officer, Airlinq, remarked: “We are proud to be recognized by Kaleido Intelligence as the Number 1 Champion Vendor for Connectivity Management Platforms. Airlinq helps partner operators accelerate IoT time-to-market for use cases like connected vehicles, smart utilities, and asset tracking, while creating new ways to monetize connectivity through automated lifecycle management and policy-driven control. We are now advancing toward AI-driven, autonomous connectivity to optimize performance, security, and cost in real time, powering the next phase of global IoT innovation.”

Eva Rudin, VP Mobile Connectivity Solutions at Thales noted: “We are honoured to be identified by Kaleido Intelligence’s competitive assessment as the #1 eSIM Remote SIM Provisioning Vendor. This achievement reflects our consistent leadership over the past years and ability to deliver performance and resilience at scale. It underscores our commitment to empower the entire ecosystem: from seamless massive eSIM activations in consumer devices to the critical simplification of IoT deployments. By leveraging AI for smarter connectivity and pioneering Post-Quantum Cryptography, we aren’t just adapting to the future; we are securing it. We are proud to continue leading the way in building a trusted, resilient, and seamless connected world.”

José González Menaya, Head of IoT Connectivity at Telefónica Tech commented: “”We are honoured to be recognised as the No. 1 Champion Vendor in eSIM Connectivity, as well as receiving the Champion Vendor categorisation for our Connectivity Management Platform offering, distinctions that reaffirm our leadership and long-term commitment to delivering best-in-class, future-ready connectivity solutions.
We continue advancing the development of our managed connectivity platform, Kite Platform, further strengthening its capabilities to support the evolving needs of global IoT deployments. As part of this evolution, we have recently integrated the new GSMA SGP.32 standard, enabling greater flexibility, interoperability, and scalability in eSIM IoT connectivity management.”

Leadership defined by competency to deliver for a new IoT Connectivity era

The coming years will see a critical shift in how connectivity providers must position themselves to address the IoT market. Deployment complexity is increasing, while regulation and the advance of AI workloads in IoT disrupt traditional approaches to connectivity.

Steffen Sorrell, Chief of Research at Kaleido Intelligence, commented: “Awareness of context and disparate business requirements coupled to flexibility to address fragmented regulatory environments are today’s differentiators, but will become essential to many IoT deployments in the near future.”

The leadership scoring analysis for 39 different connectivity vendors is summarised in the Connectivity Vendor Hub report, along with an assessment of company strengths and opportunities.

Champion vendors received Kaleido Scores of 12 and above, out of a total of 15; meanwhile, High-Flyers received scores between 10 and 12.

View Research

About Kaleido Intelligence

 

Kaleido Intelligence, a Seranta Holdings company, is a telecom research and consulting firm focused on delivering clear, data-driven insight across the mobile connectivity ecosystem. The team brings specialist expertise in roaming, messaging, eSIM, IoT and satellite connectivity, helping the industry understand market shifts and make informed decisions. Following its 2025 merger with Mobilesquared, Kaleido broadened its research depth and reinforced its role as a leading authority in telecom analysis.

Research is led by expert analysts, each with significant experience delivering telco research and insights that matter.

For further details on the research or to book a demo, please contact: Jon King, Chief Commercial Officer, Kaleido Intelligence, [email protected]

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