Davra is a strategic partner for Cisco and Intel. Are there other big-name vendors that are making important strategic moves to strengthen their IoT offerings?

We're seeing a huge amount of movement with Dell, for example. Dell [is] putting a lot of focus [on IoT] and not making a big marketing message about it. … [Dell] has made a couple of internal changes lately that show IoT is really on their radar.

Apart from that, everybody is … telling their marketing story. …

Of all the vendors we've spoken to recently, Dell ... really has an IoT strategy that they’re executing on very quietly in the background. And … at the back end of IoT is the data center, because the more data you create, the data center gets bigger and the data going through the data center gets bigger.