Soracom (147A) Investor presentation summary

Business overview and vision

• Focuses on AI/IoT connectivity platform services, aiming to build a connected world that enhances collaboration and productivity across industries.

• Operates globally with offices in Japan, the US, and the UK, and employs over 200 people.

• Backed by major shareholders including KDDI, Sony, and Hitachi.

Platform and technology

• Offers a comprehensive platform integrating IoT devices, connectivity (5G/LTE/3G/LPWA/Satellite), and cloud/AI services.

• Provides 22 modular building blocks for customers to tailor solutions, supporting rapid deployment and integration.

• Runs a proprietary mobile core on the public cloud, holding over 100 patents for cost-effective, scalable infrastructure.

• Enables seamless global access through partnerships with 550 carriers in 207 countries and regions.

Market position and recognition

• Named a Leader in the 2026 Gartner Magic Quadrant for Managed IoT Connectivity Services, recognized for vision and execution.

• Targets a global IoT market projected at $952.3B by 2029, leveraging strengths across multiple IoT categories.