Smart metering is entering a period of rapid expansion, driven by grid modernisation, the rise of distributed energy resources, and the shift to AMI 2.0. Yet delivering secure, long-life, globally consistent connectivity remains one of the biggest challenges for utilities. For telcos, this represents a major opportunity to become the connectivity backbone of the energy transition.
A new report from Kigen reveals how eSIM and SGP.32-ready connectivity are transforming smart meter deployments and why telcos are positioned to lead this next wave of growth.
Key insights include:
- Smart meter deployments will reach 3 billion globally by 2030, with strong growth across electricity, gas and water sectors.
Utilities now need scalable, interoperable connectivity that works anywhere. - AMI 2.0 requires real-time, two-way communication, edge intelligence, and reliable IoT connectivity to support EV charging, renewables, battery storage and grid automation. Telcos can play a central role.
- Why eSIM is becoming the default for smart meters – enabling out-of-the-box global connectivity, reduced deployment complexity, and secure lifecycle management.
It removes the need for multiple SKUs and simplifies logistics at scale. - How SGP.32 IoT eSIM enables automated profile switching, even on power- and memory-constrained devices, supporting long-life smart meters designed to last 10–20 years in the field.
- How utilities like Evergy and LCRA are automating failover, strengthening network resilience and unifying public + private LTE networks using eSIM-based solutions.
These case studies show what telco-utility collaboration now looks like in practice. - Why AI-enabled metering will require secure, continuous data flows.
eSIM ensures meters can support predictive maintenance, anomaly detection and self-healing grid operations without connectivity gaps.
For telcos, the message is clear:
Utilities are modernising fast. Those who offer scalable, secure, eSIM-powered connectivity will win the next decade of utility partnerships.
Download the full report to understand how telcos can lead the future of smart metering and AMI 2.0.

