Think any company with remote assets it needs to monitor.

Drones, backup internet etc. There's a very big market for fast internet access which just works anywhere on the planet. It would be worth a premium just to let large organisations consolidate to a single biller.

Sure, I can buy the end revenue stated, just not the implication that 700 million end consumers is the way to get there.

I was just using the 10% number posited by the OP