Growth in AI consumption is creating commercial opportunities across the AI value chain. Over the past year, investment in AI has increasingly extended towards revenue-generating services and enterprise propositions, with operators assuming a broader range of roles across the AI value chain. Telcos in Asia Pacific are particularly active across multiple layers of the AI value chain. They account for 43% of those participating in the infrastructure layer and 38% in the model layer. This position reflects the combination of large and linguistically diverse markets, government-backed national and sovereign AI agendas, expanding AI infrastructure investment, and the scale of leading regional operators and technology ecosystems.

Digital trust has become a strategic delivery mechanism for building digital nations. Countries that build confidence in digital infrastructure, services and institutions will be better placed to convert digitalisation into adoption, innovation, investment and socioeconomic impact. To explain how digital trust can be strengthened, this report introduces four interconnected foundations of digital trust. Traditionally viewed as connectivity providers, mobile operators are increasingly contributing to all four trust foundations, making them key enablers of digital trust. 

As AI becomes increasingly embedded in digital services, the capabilities required to participate online are evolving. Beyond basic digital skills, people need the confidence, critical thinking and safety awareness to navigate AI-enabled systems, assess information and access opportunities. This latest research from GSMA Intelligence explores how digital literacy needs are changing in the AI era. It examines the approaches that can help build the skills required for meaningful participation in the digital economy.

GSMA Intelligence constantly monitors mobile markets across the world to capture the most recent trends and share the latest available data. This analysis looks at the key revisions made to the mobile connection forecasts over the previous quarter and the drivers underpinning the changes.

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 enterprises from six countries and 10 vertical sectors across the ASEAN region to gain insight into their digital transformation. The research focused on strategic objectives, investment plans, use of technology, deployment challenges, supplier decisions, technology sovereignty, and policy and regulation.

Enterprises will spend 10% of their revenues on digital transformation through to 2032, which brings new B2B opportunities for technology suppliers, including operators. This report analyses the key findings and implications from a GSMA Intelligence survey, which surveyed 6,342 enterprises across 50 countries and 10 vertical sectors worldwide to gain insight into their digital transformation.

GSMA Intelligence surveyed 6,342 enterprises across 50 countries and 10 vertical sectors worldwide to gain insight into their digital transformation. This dashboard provides full survey data in a consistent and structured way – a valuable asset for technology suppliers looking to focus on specific vertical sectors, countries or customer size and for end users of digital transformation technologies, who can assess how they compare with their peers across multiple areas.

Business messaging remains a cornerstone of the mobile ecosystem, even as it transforms. Operators and their partners have an opportunity to shape an integrated, rich and trusted messaging environment that meets modern user and enterprise expectations. Broad reach, robust security and seamless user experience will be pivotal to messaging’s success over the next five years and beyond. This report outlines the industry outlook for innovation and disruption in business messaging, and highlights the strategic imperatives for mobile operators.

This edition of the Industry Checkpoint series focuses on pay TV, highlighting how the market has changed in the last six months and its implications. The report considers four major developments: the growing strategic importance of controlling the TV home screen, the move from provider-defined to user-defined video content bundles, the growing importance of live sports for OTT video in North America, and free ad-supported streaming TV (FAST) moving into its next phase.

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 edition highlights the findings from a GSMA Intelligence survey on the willingness to pay for sovereign tech, by sector, region and enterprise size.