I think you hit the nail on the head here. You are delivering within a vertical, which means you have a good chance at being successful.
IoT, like BigData before it, is suffering from an overload of people building technology for the sake of technology. I have done a lot of hands-on work in the Remote Service side of IoT, implementing solutions for GE, the TSA, etc.
At no point did I ever encounter a customer who longingly cried out "Woe is me, is there a horizontal technology anywhere that kinda solves a piece of my problem?!".
I fear that as we follow down the hype curve in IoT over the next 24 months, the roadsides will be littered with interesting and functional platforms that failed to solve a business problem.
Companies like the one described above will continue to make money and solve problems without any of the press that comes along with each new IoT platform.
Microservices are definitely the right approach to solve many of the architectural challenges we face today.
Just Say No to monoliths!