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Operator strategies continue to evolve in the digital era as the telecoms industry seeks to capture new growth opportunities in the consumer and enterprise markets. Assessing innovation and achievements is more important than ever before. GSMA Intelligence's operator case studies provide a concise and consistent way to shine a light on and analyse operators' strategies and business models, as well as how they are launching new services. This edition analyses AT&T's expansion of its IoT Video Intelligence solution with the launch of EdgeVis Cloud.

Operator strategies continue to evolve in the digital era as the telecoms industry seeks to capture new growth opportunities in the consumer and enterprise markets. Assessing innovation and achievements is more important than ever before. GSMA Intelligence's operator case studies provide a concise and consistent way to shine a light on and analyse operators' strategies and business models, as well as how they are launching new services. This edition looks at how NTT Docomo Business is expanding its IoT-focused network-as-a-service platform with the launch of 'Pro'.

Operator strategies continue to evolve in the digital era as the telecoms industry seeks to capture new growth opportunities in the consumer and enterprise markets. Assessing innovation and achievements is more important than ever before. GSMA Intelligence's operator case studies provide a concise and consistent way to shine a light on and analyse operators' strategies and business models, as well as how they are launching new services. This edition explores Telenor's decision to sell a 50% stake in its IoT business to give it more operational independence.

B2B has emerged as a strategic growth area for operators and the wider tech/digital ecosystem. As the digital transformation of vertical sectors accelerates, gaining insights directly from enterprises is key. GSMA Intelligence surveyed almost 900 enterprises from 10 vertical sectors across the GCC and wider MENA region to gain insight into their digital transformation. The research focused on strategic objectives, investment plans, use of technology, deployment challenges, supplier decisions, tech sovereignty, and policy and regulation.

This edition of the Industry Checkpoint series focuses on consumer digital services, highlighting how the market has changed in the last six months and its implications. The report considers three major developments: AI deployments shifting increasingly from talk to action across digital services, powered by the rise of AI agents; the intensifying efforts by digital gaming providers to improve monetisation and expand access, strengthening the rise of cloud gaming; and falling barriers to content creation in extended reality, helping accelerate content development.

At its recent Global Analyst Event, Mavenir’s core message was that it is back from its recent challenges, recapitalised and refocused. Mavenir’s reset comes against the backdrop of a larger theme playing out in the telecoms industry. Telecoms operators are adopting AI for their internal structural transformation and searching for relevance and a role in the emerging AI ecosystem, as we move towards a token economy that requires distributed pools of intelligence for emerging use cases and workloads. This has major implications for network equipment and software vendors, including Mavenir, in terms of the bets they make.

From the shape and size of markets to trends in consumer behaviour, GSMA Intelligence aims to provide food for thought through informative visuals designed to bring colour and clarity to complex issues facing the industry. This chart highlights how an unreliable connection is the top reason for dissatisfaction among fixed broadband users across most major markets.

Mobile operators face a defining moment in authentication. SMS one-time password (OTP) remains widely used and commercially important, but fraud, rising costs and competition from passkeys and app-based solutions are weakening its position. At the same time, the customer authentication market is growing. This presents operators with an opportunity to build on the reach and trust of the mobile number to secure a larger role in a rapidly expanding market. API-based solutions will be central to this.

GTC Berlin 2026 was this year’s European edition of Nvidia’s flagship event series. Blog posts from GSMA Intelligence provided timely analysis of key messages across the event, as well as the rationale for the telecoms vertical taking a major role in the event’s messaging. However, it is still important to reflect on what GTC conveyed on the evolution of Nvidia’s telco proposition and how its efforts align with market requirements.

B2B has emerged as a strategic growth area for operators and the wider tech/digital ecosystem. As the digital transformation of vertical sectors accelerates, gaining insights directly from enterprises is key. GSMA Intelligence surveyed more than 350 enterprises across China, from 10 vertical sectors, to gain insight into their digital transformation. The research focused on strategic objectives, investment plans, use of technology, deployment challenges, supplier decisions, tech sovereignty, and policy and regulation.

This edition of the Industry Checkpoint series focuses on consumer eSIM, highlighting momentum behind travel eSIM; new players launching eSIM-only MVNO services; operator efforts to expand eSIM use cases beyond smartphones; and operators using eSIM to target inbound travellers, including enriching connectivity with benefits that improve the wider visitor experience.

With eSIM adoption finally accelerating, this tracker provides data that operators, OEMs, eSIM vendors and other companies involved in the eSIM value chain can use to formulate or adjust eSIM commercial strategies and offers. It covers three the commercialisation of eSIM consumer devices by OEM brand and type of device; countries and MNOs that have launched commercial eSIM service for smartphones; and a consumer adoption forecast for eSIM in the smartphone market to 2030.

Africa has expanded mobile broadband coverage significantly, but a substantial connectivity gap remains. This report examines how spectrum availability, pricing and licensing conditions affect operators’ ability to expand coverage, improve network quality and support digital adoption. It provides a comprehensive assessment of Africa’s current spectrum policy and licensing landscape, highlighting key challenges around spectrum assignments, pricing, licence obligations, technology neutrality, spectrum roadmaps and licence duration.

SpaceX’s Q3 results have reinforced the scale of its ambitions. AI revenue has risen by eight times over the same period in 2025, though Starlink remains the group’s key profit engine. SpaceX reaffirmed its ambition to architect a national-scale US mobile network by leveraging small cells (sometimes called femtocells) and potentially tower assets via leases. The recent acquisition of Grain Management’s 800 MHz spectrum is an important enabler and signal of intent. GSMA Intelligence remains sceptical of the efficacy of this approach for a variety of reasons, but as a bona fide disruptor, the prospect is now likely a matter of when, not if.

The Region in Focus series provides an essential quarterly briefing on industry developments, market insights and country KPIs for mobile markets around the world. This edition focuses on analysis of the latest developments for Q2 2026 while providing KPIs for the year to March 2026.

The Region in Focus series provides an essential quarterly briefing on industry developments, market insights and country KPIs for mobile markets around the world. This edition focuses on analysis of the latest developments for Q2 2026 while providing KPIs for the year to March 2026.

The Region in Focus series provides an essential quarterly briefing on industry developments, market insights and country KPIs for mobile markets around the world. This edition focuses on analysis of the latest developments for Q2 2026 while providing KPIs for the year to March 2026.

The Region in Focus series provides an essential quarterly briefing on industry developments, market insights and country KPIs for mobile markets around the world. This edition focuses on analysis of the latest developments for Q2 2026 while providing KPIs for the year to March 2026.

The Region in Focus series provides an essential quarterly briefing on industry developments, market insights and country KPIs for mobile markets around the world. This edition focuses on analysis of the latest developments for Q2 2026 while providing KPIs for the year to March 2026.