5G FWA makes inroads in the enterprise segment: how far will it go?

Last month, China’s three major telecoms operators became the first to launch token-based AI plans, packaging AI usage in a way that resembles traditional mobile data bundles, signalling a broader push by operators to commercialise AI, cloud and compute capabilities. This reflects growing interest among operators in monetising AI by moving beyond internal AI efficiencies and towards commercial AI opportunities. The logic is simple – tap the surging interest in AI and put a meter on it – but the concept goes beyond just offering tokens for cash.

From a financial perspective, services beyond traditional core telecoms are now a key component of telco revenue growth. This report looks at how far major operators have progressed with revenues beyond traditional core telecoms, the operators leading in terms of revenue diversification and growth beyond connectivity, and the main trends and drivers of growth.

As the telecoms industry and wider digital ecosystem evolve at an unprecedented rate, regularly assessing major developments and their implications is more important than ever. This edition of the Industry Checkpoint series focuses on the MVNO segment, highlighting how it has changed in the last six months and the implications.