Prepared for IoT Division

Transforming IoT
Through Exponential
Intelligence

A modular innovation programme by Innovation Network. Five executive dinners at the core, with masterclass add-ons that transform how your leadership thinks, decides, and builds.

McKinsey Feb 2026: KPN is a case study for agentic AI in telecom

$100B

Gen AI value for global telecom sector

10pp

ROIC & EBITDA margin increase for AI leaders

91%

Of telecom jobs require fundamental redesign

12%

Of telcos report sizable AI impact today

The Context

The gap between AI leaders and laggards is widening. Fast.

McKinsey's survey of 49 global telecom operators (Dec 2025) reveals an inflection point. KPN is already leading with agentic AI. The question is: how do you scale that advantage across your IoT division?

"Agentic AI may be the first technology capable of altering that trajectory. Unlike earlier automation tools that improved individual tasks, AI agents have the potential to reshape entire workflows."

McKinsey, "Telcos' AI Inflection Point", February 2026

KPN in the McKinsey Report

Voice-to-voice agentic AI handling end-to-end interactions
Prioritised 6 of 18 use cases (invoice agent, generic Q&A)
Analysed subintents: defective modems, router replacements, no-dial-tone
Leaders "tear down processes from scratch" rather than layering AI on legacy

The Proposition

One modular programme. Three dimensions of transformation.

Core package plus modular add-ons. Pick what fits KPN IoT's priorities. Every component reinforces the others.

Core Package

Innovation Dinners

Five exclusive executive dinners with curated keynotes, facilitated dialogue, and an Innovation Network of peers tackling the same exponential challenges.

Format 5 evenings
Audience IoT leadership team
Style Keynote + roundtable
Frequency Bi-monthly or custom

Add-on Module

Exponential Executives

One-day masterclass that rewires how executives think about exponential change. Three Mindshifts. Not theory. Hands-on transformation.

Duration 1 full day
Capacity Max 10 executives
Format 3 Mindshifts framework
Outcome AI-first leadership lens

Add-on Module

Vibecode Masterclass

Three days of hands-on AI building. Executives go from zero to deploying working AI applications. Speed of Learning methodology. No prior coding required.

Duration 3 full days
Capacity Max 10 participants
Format Build, ship, iterate
Outcome Working AI prototypes

Core Package

Innovation Dinners

Five evenings that expand how KPN IoT leadership sees the landscape. Each dinner features a curated keynote on a frontier topic, followed by facilitated roundtable discussion with peers navigating the same exponential shifts.

◆

Curated Keynote

Frontier topics at the intersection of AI, IoT, and exponential technology. Speakers from Innovation Network's expert roster.

◊

Facilitated Dialogue

Structured roundtable. No pitch decks. Real strategic challenges, real peer exchange, real decisions.

●

Network Effect

Access to Innovation Network's executive community. Relationships that compound across all five evenings.

Module: Exponential Executives

Three Mindshifts. One Day. A New Operating System for Leadership.

Not a prompting workshop. Not a TED talk. A one-day immersion that fundamentally rewires how executives understand exponential change, AI orchestration, and organisational agility.

You Are Already Obsolete. And That's the Opportunity.

Your current expertise has an expiry date. The leaders who thrive are those who treat their own obsolescence as a strategic advantage, not a threat.

You Are the Orchestrator.

The executive's role shifts from decision-maker to orchestrator of human and AI capabilities. Managing agents, not just people.

Your Company Is a Launchpad, Not a Fortress.

The organisations that win aren't defending positions. They're launching experiments. Continuous deployment of strategy, not five-year plans.

Module: Vibecode Masterclass

Three Days. From Zero to AI Builder.

The Speed of Learning methodology. Executives build real AI applications with their hands. No prior coding experience required. The fastest path from sceptic to builder.

Day 1

Foundation: The AI Landscape

Understanding the current AI stack. From LLMs to agents to multi-modal systems. Hands-on: your first AI interaction, prompt engineering, understanding what's possible.

Day 2

Building: Vibe-Coding in Practice

Build your first working AI application. No-code and low-code approaches. Each participant builds something relevant to their role. Speed of Learning: learn by shipping.

Day 3

Scaling: From Prototype to Strategy

Turn your prototype into a strategic proposal. Integration patterns. Deployment thinking. Present your build to the group. Leave with a working demo and a plan.

Configure Your Programme

Build Your Package

Start with the dinner series. Add masterclasses to deepen the transformation.

5x Innovation Dinners

Included in all packages

Exponential Executives

+€25,000 · click to add

Vibecode Masterclass

+€25,000 · click to add

Engage — 5x Innovation Dinners — €60,000

Investment

Programme Packages

Three ways to engage. Each tier builds on the last. All pricing excludes BTW.

Engage

Innovation Dinner Series

€60,000

excl. BTW

5 exclusive Innovation Dinners
Up to 20 C-level guests per dinner
Premium venue + 5-course experience
Curated keynotes on frontier topics
Facilitated roundtable discussions
~100 C-level touchpoints across programme
Post-event follow-up per dinner
Dedicated pipeline tracking
No masterclass included
No hands-on AI building

Get Started

Most Chosen

Lead

Dinners + Masterclass

€80,000

excl. BTW

Save €5,000 vs. separate booking

Everything in Engage
5 Innovation Dinners
1 Masterclass (your choice):
Exponential Executives (1 day)
or Vibecode Masterclass (3 days)
Up to 10 executives in masterclass
Hands-on transformation experience
Strategic debrief + action roadmap
Cross-event community building
Quarterly programme coordination

Start the Conversation

Shape

Full Transformation Programme

€110,000

excl. BTW

Save €15,000 vs. separate booking

Everything in Lead
5 Innovation Dinners
Exponential Executives (1 day)
Vibecode Masterclass (3 days)
Both masterclasses included
Up to 10 executives per masterclass
Full leadership + builder transformation
Priority scheduling across Q3-Q4
Executive sponsor debriefs
Programme impact report

Start the Conversation

Optional: Taxi Service

~€150 per guest

Optional: Video Recording

€5,000 per event

Single Dinner (one-off)

€15,000 per dinner

Track Record

The room you'll be joining

These organisations have trusted us to convene their most senior leaders around the topics that matter most.

Adyen Stripe Capgemini Nextview New Rocket Platformation Pierce Washington Frankly Forward Wolfpack

15+

Executive dinners delivered

200+

C-level executives hosted

Max guests per dinner

Salesforce executive at Innovation Dinner

Roelof Zwiers, Salesforce at an Innovation Network dinner

Executives from these companies have attended our dinners

KPN ING Philips Heineken ASML Unilever Achmea Rituals FrieslandCampina Rabobank JDE Peet's Brenntag Siemens Inter IKEA ASR Nationale Nederlanden Air France KLM Damen Shipyards Eurofiber Databricks Atlassian IMCD Geldmaat Boskalis Swiss Sense Randstad Digital Canon Medical TNO KPMG

The Team

Your Programme Partners

Aragorn Meulendijks

Futurist, Innovation Network. AI, robotics, and exponential change.

Patrick Willer

Co-founder, Innovation Network. Executive coaching and strategic foresight.

Jelmer Peerbolte

Speed of Learning. AI training methodology and vibe-coding curriculum.

Innovation Network

Aragorn and Patrick bring together executives from Salesforce, ServiceNow, and dozens of other organisations navigating the exponential age. Their Innovation Dinners create the space where strategic foresight meets real-world practice.

This isn't a consultancy pitch. It's an invitation from practitioners who build, test, and ship AI every week.

Aragorn MeulendijksFuturist & AI Practitioner

Patrick WillerStrategic Foresight & Coaching

What would it mean for KPN IoT to have this in place by Q3?

No commitment yet. Just a conversation about what's possible and whether it fits.

Start the Conversation

Executive Intelligence Brief

KPN IoT: Market & AI Intelligence Dashboard

Data-driven analysis of the AIoT opportunity in the Netherlands. Sources include McKinsey (Feb 2026), IDC, IoT Analytics, MarketsandMarkets, Mordor Intelligence, and other verified industry references.

Market Overview

The AIoT market is entering hyper-growth. Multiple analyst firms converge on strong double-digit CAGR.

AIoT Market 2030 High Confidence

$81B

Projected AIoT market size

From $25.4B in 2025 | 26.1% CAGR (MarketsandMarkets)

Connected IoT Devices High Confidence

39B

IoT devices by 2030

21.1B today, growing 14% YoY (IoT Analytics)

Telecom Gen AI Value (Global) High Confidence

$100B

Gen AI value capture for telecom

+ $180B traditional AI productivity gains (McKinsey)

Enterprise IoT Adoption High Confidence

80%

Enterprises using cellular IoT by 2029

44% increased budgets 10%+ in 2026 (IDC)

LoRaWAN Devices High Confidence

125M

Deployed globally in 2025

25% CAGR | 360 alliance members (LoRa Alliance)

Edge Computing Growth High Confidence

+56%

Edge deployments grew in 2025

45% of enterprises deploying edge AI by 2028

Dutch Market Opportunity

The Netherlands offers uniquely fertile ground for AI-IoT, with government backing and world-leading infrastructure.

Smart Farming NL High Confidence

$1.5B

Netherlands smart farming IoT market

World's #2 agricultural exporter

Green Deal Funding High Confidence

€100M

Dutch government funding for IoT + precision agriculture

Green Deal for Smart Agriculture

KPN OpEx Target High Confidence

€100M

Annual OpEx savings target by 2030

KPN Annual Report 2025

Dutch Verticals: KPN Fit Analysis

Agriculture

$1.5B market, EUR 100M govt funding, LoRa ideal

Very Strong

Smart Cities

Amsterdam, Rotterdam, Utrecht. National LoRa network.

Very Strong

Logistics

Port of Rotterdam, Schiphol. Multi-tech IoT.

Strong

Healthcare

Active digitization, RPM growth, trusted provider

Strong

Manufacturing

ASML, Philips, NXP, food. Private 5G/Campus.

Strong

AI-IoT Use Case ROI

Predictive Maintenance

Manufacturing: 43% less unplanned downtime

3-6mo

Digital Twins

$1.2-3.5M annual savings per facility

$200-600K

Precision Irrigation

Agriculture: up to 50% water reduction

50%

Smart Lighting

Cities: energy consumption reduction

30-50%

Remote Patient Monitoring

Heart failure: fewer hospital readmissions

-45%

The IoT Transformation: From Connectivity to Autonomy

The entire telecom-IoT industry is shifting from selling pipes to selling outcomes. Agentic AI is the inflection point.

Revenue Model Evolution Strategic Insight

Connectivity-as-a-Service

SIM, data plan, network access

Low Margin

▶

Platform-as-a-Service

Device mgmt, data routing, APIs

Medium

▶

Intelligence-as-a-Service

AI analytics, anomaly detection

Higher

▶

Outcome-as-a-Service

Pay-per-outcome, uptime guarantees

Highest

Telecom AI Adoption

66%

Increasing AI Budget

Scaling AI across domains57%

Deploying agentic AI>50%

Capturing sizable impact12%

Agentic AI Capabilities in IoT

Self-healing networks

Outages reduced up to 45%

Production

Autonomous provisioning

Real-time network slicing by AI agents

Scaling

Prescriptive maintenance

From predict to act: schedule, order, reroute

Emerging

Multi-agent NOCs

Parallel agent operations across domains

2026

Workforce Impact Urgent

91%

Jobs Redesigned

Workforce remade by human-agent automation~50%

Hours automated by 203030%

Telco has 2x the automation potential of most sectors. 70% people, 20% process, 10% technology. (Vikram Sinha, CEO Indosat)

EU AI Act: The Compliance Moat

The August 2026 deadline for high-risk AI systems creates a structural advantage for trusted, European-based providers like KPN.

EU AI Act Timeline High Confidence

Feb 2025

Prohibited AI systems banned

Social scoring, manipulative AI in IoT prohibited

Aug 2025

General-purpose AI obligations

Foundation models used in IoT analytics must comply

Aug 2026 — 4 Months Away

High-risk AI requirements enforceable

Most industrial AI-IoT applications affected. Up to EUR 35M or 7% of turnover for violations.

Aug 2027

AI in regulated products

Embedded AI in medical devices, machinery, vehicles

KPN's Compliance Advantage Strategic

Compliance-as-a-Service

Pre-certified AI-IoT platform components

Data Sovereignty

Dutch/EU data stays on EU infrastructure

Audit Infrastructure

Logging, monitoring, human oversight as platform features

Trusted Intermediary

National incumbent managing IoT + AI + compliance

Strategic Implication

The EU AI Act transforms compliance from cost centre to competitive moat. KPN can position as the "compliant by default" platform, making regulatory navigation a premium service rather than an enterprise burden.

Competitive Landscape: Netherlands IoT

KPN's national incumbency and full-stack IoT platform create defensible home-market advantage. But competitors are moving fast.

Operator	IoT Strengths	AI / Intelligence Play	KPN Threat Level
KPN	National LoRa, KPN Things, LTE-M, satellite (OQ Technology)	Microsoft Partner of the Year 2025, emerging AI platform	Home Advantage
Vodafone NL	Global IoT scale, pan-European reach, hyperscale vision	Digital platform pivot (5G, cloud, APIs), advanced	High Threat
T-Mobile NL	Growing cellular IoT, DT backing	Parent investing in NTN satellite IoT (Iridium, 2026)	Medium Threat
Deutsche Telekom	European Edge Continuum (5 operators), NB-IoT roaming 18 countries	Deep AI investment, autonomous network ambitions	High Threat

KPN's Differentiators

National LoRaWAN coverage

Guaranteed through 2030. Ideal for agriculture + cities.

Full-stack IoT platform

KPN Things: connectivity + hardware + data + apps

Microsoft partnership

Azure OpenAI integration, Country Partner 2025

Satellite IoT

OQ Technology for 5G IoT beyond terrestrial coverage

EU compliance position

Dutch data sovereignty, GDPR-native infrastructure

Risk Factors for KPN IoT Watch

Execution complexity

Telcos historically struggle to build platform businesses

Hyperscaler competition

AWS IoT, Azure IoT, Google Cloud IoT are mature

18-24 month window

Delayed execution risks commoditisation of intelligence layer

Skills gap

Data scientists, ML engineers, IoT solution architects needed

Future Scenarios: KPN IoT 2026-2030

Based on McKinsey, Ericsson, IDC, IoT Analytics, and Mordor Intelligence projections. What does the next 5 years look like for KPN IoT, and what happens if they act now versus wait?

The IoT Intelligence Horizon Strategic Timeline

Now

KPN Things platform live. LoRa national. AI emerging.

Aug 2026

EU AI Act high-risk deadline. First-mover compliance window closes.

2027

Agentic AI in production NOCs. Multi-agent IoT orchestration.

2028

45% enterprises deploy edge AI. Outcome-as-a-Service models mature.

2030

39B IoT devices. $81B AIoT market. Intelligence layer commoditizes.

Revenue Impact by 2030

+10pp

ROIC/EBITDA margin increase (McKinsey leader benchmark)

€100M

Annual OpEx savings target achievable through AI-native operations

3-5x

IoT ARPU increase from connectivity to outcome-based pricing

Market Position

Dutch AI-IoT platform, anchored by compliance moat + national LoRa

$1.5B

Addressable agriculture market with first-mover positioning

Compliance-as-a-Service becomes exportable to other markets

H2 2026

Compliance Moat Established

KPN becomes the default "compliant by design" AI-IoT platform in NL. Enterprises choose KPN over hyperscalers for EU AI Act compliance. Pre-certified components reduce customer onboarding from months to weeks.

Based on: EU AI Act Aug 2026 deadline, KPN data sovereignty position

2027

Vertical Dominance: Agriculture + Logistics

National LoRaWAN + AI analytics captures dominant share of Dutch precision farming. Port of Rotterdam partnership scales to full autonomous logistics monitoring. Government funding (EUR 100M Green Deal) accelerates adoption.

Based on: $1.5B NL agriculture market, EUR 100M Green Deal, LoRa to 2030

2028

Platform Flywheel Accelerates

KPN Things evolves to KPN Intelligence. Third-party AI services on API marketplace. Edge AI deployments at 45% enterprise penetration. Revenue model shifts toward Outcome-as-a-Service for anchor verticals.

Based on: 45% edge AI deployment projection (IDC), platform revenue models

2030

Autonomous IoT Operations

Full agentic AI orchestration across IoT network. Self-healing, self-provisioning, self-optimizing. Multi-agent NOCs handle 80%+ of incidents without human intervention. EUR 100M OpEx savings realized.

Based on: McKinsey 30% workforce automation, Ericsson Level 5 network vision

What KPN Loses

18-24mo

Window for platform leadership closes. Intelligence layer commoditizes.

Compliance first-mover advantage after Aug 2026 deadline passes

-30%

IoT margin erosion as connectivity becomes pure commodity

Who Takes the Market

Vodafone

Global IoT scale + hyperscale platform pivot already underway

European Edge Continuum (5 operators) + NB-IoT roaming 18 countries

AWS/Azure

Hyperscalers own the intelligence layer, telecoms become dumb pipes again

The McKinsey Warning Critical

88%

of telcos have NOT yet captured sizable AI impact. The majority are stuck in "pilot purgatory."

Widening

The gap between AI leaders and laggards is accelerating. Leaders compound advantages; laggards fall further behind each quarter.

Legacy Trap

Layering AI on legacy processes fails. McKinsey: only full process redesign from scratch delivers results.

2026

The Agentic Breakout Year

Rakuten, Ericsson, and McKinsey converge: 2026 is when agentic AI moves from pilot to production in telecom. Multi-agent NOCs begin operating. Agentic AI in manufacturing quadruples from 6% to 24% adoption. Smart manufacturing globally hits 47%.

Deloitte, Rakuten Symphony, Ericsson, McKinsey (Feb 2026)

2027

Autonomous Networks Emerge

Ericsson's Level 5 autonomous network vision begins materializing. Intent-driven operations replace rule-based automation. AI agents specify desired outcomes; networks self-optimize to achieve them. Cross-domain coordination becomes standard.

Ericsson autonomous networks roadmap, industry consensus

2028

Edge AI Reaches Critical Mass

45% of enterprises deploy edge AI inferencing. Processing at device/gateway level enables millisecond responses. Private 5G networks provide deterministic low-latency connectivity for real-time autonomous operations. Digital twins transition from static to intelligent.

IDC, Tietoevry, multiple analyst firms

2029

Cellular IoT Saturation

80% of enterprises leverage cellular IoT applications. 6.4 billion cellular IoT subscriptions globally (up from 3.8B in 2024). Connectivity fully commoditized. Only operators with intelligence layers maintain premium pricing.

Ericsson Mobility Report, IDC Enterprise Survey

AIoT Market Trajectory High Confidence

2025: $25.4BBaseline

2027: ~$40B (projected)+58%

2030: $81B (projected)+219%

MarketsandMarkets, 26.1% CAGR

IoT Devices Growth High Confidence

2025: 21.1B devicesBaseline

2027: ~28B (projected)+33%

2030: 39B (projected)+85%

IoT Analytics, 13.2% CAGR

Telecom AI Maturity Medium Confidence

2026: 12% capturing impactToday

2027: ~40% (projected)Inflection

2030: ~75% (projected)New normal

McKinsey trajectory, analyst consensus

The Inflection Point

McKinsey's analysis is unambiguous: the gap between AI leaders and laggards in telecom is widening rapidly. The time to act is now.

Leaders

Treat agentic AI as a full-scale execution layer. Tear down processes from scratch. CEO-led sponsorship. End-to-end transformation, not piecemeal. Disciplined organisational redesign.

+10pp ROIC

Laggards

Layer AI on legacy processes. Stuck in pilot purgatory. Fragmented or duplicative AI use cases. Growing investment without growing impact. "Failed to gain real value."

Gap widening rapidly

The KPN Question

How does KPN IoT scale from McKinsey case study to full-scale transformation?

That's what this programme is designed to answer.