Competition dynamics in mobile markets in Europe

European mobile markets are undergoing a structural shift: rising data usage, declining revenue per user, saturating subscriber penetration and sustained investment requirements have made operator scale increasingly important. Europe remains the least concentrated major mobile region in the world, with operators being structurally subscale compared to global peers. This gap has widened during precisely the period when scale matters most.

To aid operators that are evaluating middle-mile transport solutions, GSMA Intelligence has developed the TCO Calculator, based on research and analysis of existing and emerging middle-mile transport solutions across a number of deployment scenarios around the world. The rapid expansion of 5G networks is driving an unprecedented surge in mobile data consumption, which is placing immense pressure on the middle mile. As a result, operators must diversify their product/solution mix for middle-mile transport.

With network and service automation a hallmark of the TM Forum’s work, there was never any doubt as to the predominant theme at this year’s DTW Ignite event in Copenhagen. While AI is impacting nearly every aspect of telecoms networks and services, a key question was how this would be reflected in the event’s keynotes, launches and meetings. Agentic AI played a significant role in this year’s messaging – but, more surprisingly, core network automation garnered outsized attention.