Libra versus mobile money in developing markets: operators weigh potential scale effect

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.

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.

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 gaming is part of Telefónica’s Digital Home strategy, combining connectivity with entertainment and other digital services to deepen customer relationships.