Sovereignty has moved from being a strategy position on paper to actual deployment plans. Most operators are building selectively at the data and infrastructure layers, where they already have assets. As well as outlining why sovereignty matters now and presenting global and regional landscapes, this research examines telco approaches to sovereignty so far and the priorities ahead for both operators and governments.

Use of AI agents is set to increase exponentially. But as AI agents become the norm, work alongside humans and make decisions, the need for verifiable, manageable and secure identities becomes critical to ensure digital trust. Identity and access management is not a new business for operators. However, its extension to AI agents brings new opportunities. This report analyses the technical options for AI agent identity, what pioneer operators are doing today, and the future business opportunities.

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 500 enterprises from 10 vertical sectors across the US and Canada 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 IoT, highlighting how the market has changed in the last six months and its implications. The report considers four developments: IoT connectivity providers advancing commercial deployment of NTN services; IoT semiconductor vendors expanding device ecosystem support for NTN-IoT solutions, Qualcomm accelerating edge AI launches targeting industrial IoT; and eSIM SGP.32 momentum building across regional telco alliances and ecosystem initiatives.

This year’s IBC – one of the largest annual gatherings of the media and entertainment industry – showcased the latest technologies and highlighted key market developments. Among the takeaways from the show, AI was a defining theme, with a growing emphasis on large-scale deployment. However, it was changing content-consumption patterns that arguably carried greater, long-term strategic implications.

Apple held its Surprise and Shine event earlier this month, unveiling its latest range of devices. The standout was the much-anticipated foldable iPhone Duo, combining top-end specifications with what appeared to be a refined user experience. In this report, we dissect Apple’s new product developments and innovations from the event while assessing what they mean for the wider mobile industry.

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 looks at how much more enterprises are willing to pay for 6G over other network technologies.

This quarterly review of global 5G developments provides a concise, tracker-style deliverable, presenting key metrics and forecasts in an easy-to-access and engaging way. GSMA Intelligence has aggregated the latest data on 5G connections, adoption and coverage, as well as information on network trials/launches and spectrum assignments.

At IFA Berlin 2026, AI remained the dominant theme, as it becomes increasingly embedded across consumer electronics experiences. Beyond AI, robotics stood out, with the show hosting a ‘Robots on the Runway’ spectacle. For players across the consumer tech ecosystem, the themes highlighted at IFA continue to spur opportunities such as monetisation but also challenges, including costs and privacy issues.

By the end of 2025, the number of people using mobile internet increased to 4.8 billion people (59% of the global population). However, around 3.4 billion people still do not use mobile internet, and significant digital divides persist. As advancements in technologies such as AI accelerate the pace of digitalisation, it is more critical than ever to ensure no one is left behind. The State of Mobile Internet Connectivity 2026 provides the mobile industry and other stakeholders with a comprehensive overview of the trends in global connectivity, as well as insights on key barriers to mobile internet adoption and to further use of mobile internet among existing users.