REPLAY: An Investment Perspective: Strategy and Valuation Impacts of a Connected Products Program

Original Air Date: July 30, 2021

More companies are providing connectivity to their products in the field, providing new levels of service and novel business models that increase revenue and create value for both the supplier and their customers. However, this is not a trivial effort, as it requires committing human capital resources in multiple engineering disciplines, IT, Service and other functions, along with software, integration services and other expenses.

In this exclusive roundtable discussion, industry experts will share their insights about Strategy and Valuation Impacts of a Connected Products Program and address a common theme of questions that management teams often ponder about, "Are the benefits of IoT real and is the value generated sufficient to warrant the investment?"

Join us to explore:

  • The challenges of planning and executing a digital transformation strategy in a traditional industry
  • The elements of a proper business case
  • Examples of multiple types of value created
  • The impact of recurring/subscription revenue on companies selling equipment with long useful lives



Iain J. Michel
Divisional VP & GM,
ThingWorx IoT - Connected Products Solutions, PTC

Eric Logan
Principal/Partner KPMG 


Featured Speakers:

  • Terry Jones, Founder of Travelocity and Founding Chairman of
  • Alison McCauley, Interview by the Founder and CEO of Unblocked Future

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