Point One's Tower-Based Advantage

The key strategic advantage is that Point One can enter a new country by turning tower access into software distribution, instead of spending years stitching together local correction networks. Its stack combines its own cloud correction service, fleet management tools, and a hardware agnostic positioning engine, so an OEM or integrator can activate precision location on existing receivers without rebuilding the full workflow market by market.

• The TOTEM and Orange deal in September 2025 shows the model in practice. Point One keeps ownership and operational control of the network while using existing telecom tower infrastructure, which cuts deployment time and avoids the revenue sharing structures common in telecom tied rollouts.
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• This is a different go to market motion from incumbents like Hexagon and u-blox. Hexagon points customers to local TerraStar partners, and u-blox expands PointPerfect through regional partners, which broadens coverage but adds another layer of local coordination before service reaches end users.
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• Because Point One is hardware agnostic, it can sell software subscriptions even where it does not own every base station. Its Polaris service supports third party receivers and can work alongside local correction sources, which makes regional system integrators and OEMs viable channel partners in Latin America, Southeast Asia, and Africa.
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The next phase is a race to become the default precision layer for machines that move in the real world. If Point One keeps using shared tower infrastructure and OEM integrations to extend coverage, it can scale more like a software network business, while competitors remain slower and more locally fragmented.