Skywaves and airwaves: the case for risk mitigation with drones

The SpaceX IPO prospectus frames a total addressable market (TAM) of $28.5 trillion across AI, connectivity and space-enabled infrastructure. The mobile TAM is listed at $740 billion. Starlink is positioning direct-to-device (D2D) as a global connectivity layer spanning consumer mobility, verticals and eventually coverage in urban areas. This raises broader questions for the telecoms industry around spectrum ownership, infrastructure economics, neutral-host models and regulatory oversight. This Insight Spotlight assesses these questions and grounds the TAM for mobile in reality.

Operators' confidence in their IoT business prospects is rising, with the share of operators confident having doubled between 2023 and 2026. GSMA Intelligence's Chart of the Month is a visual way of telling an important story in the mobile and broader tech ecosystem. From the shape and size of markets to trends in consumer behaviour, we aim to provide food for thought through informative visuals designed to bring colour and clarity to complex issues facing the industry.

This report summarises the key findings from the December 2025 GSMA Intelligence Operators in Focus: Enterprise Opportunity Survey, which surveyed 100 global operators on their enterprise strategies, plans and emerging opportunities. Key topics include operators’ strategic priorities, partnerships, acquisitions and investment in enterprise 5G offerings such as private 5G, IoT, cloud, edge computing and network slicing.