GSMA Intelligence

Next week Emanuel Kolta, Lead Analyst at GSMA Intelligence is joining Dejan Leskaroski, (Mavenir) and Justin Springham (Mobile World Live) for a discussion on how AI is reshaping the mobile core to drive new revenue streams, strengthen security, simplify operations, improve service assurance, and advance energy efficiency. Join the discussion to explore how the mobile core can become a catalyst for AI-driven growth and innovation: https://lnkd.in/ekiztw2X

Latest report of IoT Checkpoint Q3 2026 (my 6-month IoT market update) is out. The key themes & trends: - NTN-IoT developments, with emphasis on telco and IoT semis activity. Companies featured: Skylo Nordic Semiconductor Deutsche Telekom IoT Telenor IoT Sateliot Altair Semiconductor the report outlines what those players have been up to as of recently and breaks down implications for strategy and the ecosystem. - Ever-moving Qualcomm launched new IIoT products, one building on the Arduino acqui-hire with VentunoQ and one expanding its Industrial IoT Dragonwing portfolio. - Attention is drawn to an APAC regional telco alliance who, with the help of eSIM, manage to enable single interface for enterprise customers overcoming obstacles in selling connectivity market by market. Focus here is on Thales Singtel AIS Optus Globe Telecom. And an eSIM SGP.32-related news, Kigen and more than 13 connectivity partners lower the barrier to adoption with new test kit offering. What data is available in the report (all as of 2026)? - IoT operators' investment priorities and ranking of NTN-IoT in those - Enterprises' view of satellite networks in the broader connectivity stack context - Where IoT data will be processed in the near future: edge, on device, in the cloud - Share of telcos launching, testing or just considering GSMA eSIM SGP.32 🔗 https://lnkd.in/eG-3xJKe GSMA Intelligence GSMA #IoT #edge #5G #eSIM #satellite #NTN

The standalone roaming breakthrough the GSMA Intelligence analysts are watching closely... T-Mobile US and India's Reliance Jio have launched the world’s first commercial #5GStandalone (SA) international roaming connection. Until now, majority of global 5G roaming was 5G Non-Standalone (NSA), which routes data through legacy 4G core networks. This breakthrough allows travelers to connect directly to pure 5G networks across borders, eliminating 4G bottlenecks. In our latest podcast episode Peter Jarich discusses how this launch goes beyond roaming. SA is designed to support enterprise use cases such as #IoT, #AI and #networkslicing — making this an important step in broader 5G monetisation. Check out the full episode for Peter and Tim's take on this telecoms achievement: https://lnkd.in/eWX_uC2w

Pay-TV markets are evolving quickly, and understanding that change increasingly requires looking beyond subscriber numbers alone. Technology shifts, changing consumer behaviour and competition from OTT players are all reshaping how Pay-TV develops across markets. In our latest Pay-TV Markets, Q2 2026: developments and outlook report, we track these changes across an expanded global footprint. This quarter, we’ve added 2 new markets, taking our coverage from 37 to 39 of the world’s largest Pay-TV markets. What the coverage includes: ✅ Quarterly operator-level data from Q1 2010 ✅ Connections, technology splits, bundling and financial metrics ✅ Market-level forecasts through 2030 ✅ Historical modelled operator-level connections ✅ Cross-country comparisons to identify where markets and technologies are growing ✅ Analysis of how OTT competition is influencing traditional Pay-TV adoption ✅ A fixed product tracker covering technology launches and bundled propositions at operator level The expanded dataset gives us a broader view of how Pay-TV is changing across markets — not just where the sector is today, but how technology mix, competition and customer propositions could evolve through 2030. Explore the full report here: https://lnkd.in/dRN9CFxG Sahil Itkan Shweta Bansal Cesar Bachelet Rahul Sharma #PayTV #OTT #Streaming #Telecom #Media #GSMAIntelligence #MarketIntelligence

10.6% of revenue is expected to be spent on digital transformation by ASEAN enterprises during 2026–2032. As digital transformation accelerates across industries, understanding where enterprises are investing and the challenges they face is increasingly important for technology suppliers and the wider B2B ecosystem. Our ASEAN Enterprise Survey draws on research across six countries and 10 vertical sectors, examining strategic priorities, investment plans, technology adoption, deployment challenges, supplier decisions and technology sovereignty. The report provides insights into the evolving B2B opportunity across ASEAN and what they mean for digital transformation strategies, investment and resource allocation. Download the report to explore the findings - available with a GSMA Intelligence subscription or standalone purchase: https://lnkd.in/emc3HGfV Authors Pablo Iacopino, Head of Research and Commercial Content Leslie Arathoon Chung, Consulting Analyst

BT Group and the British Transport Police are deploying drone-in-a-box sites across the UK Network Rail, using mobile connectivity to enable remote operations and beyond visual line of sight flights. With seven sites already operating and plans to expand to 14, the deployment highlights how connectivity and regulatory changes could help unlock wider commercial use cases for drones. Tim Hatt discusses how the implications extend beyond transport — from mining to energy and other remote operations where drones can provide a practical alternative to sending people into the field. Listen to the full episode of Intelligence & Noise for Tim’s take on the development: https://lnkd.in/gjbPzmxq

Enterprises are willing to pay 14% extra for 6G on average, if it fully delivers on benefits Our September Chart of the Month looks at how much more enterprises are willing to pay for 6G compared with other network technologies, providing insight into the potential value enterprises place on next-generation connectivity. Explore the chart findings - as part of a GSMA Intelligence subscription or standalone purchase: https://lnkd.in/g-RXh27B

What does sovereignty mean for telecom operators? The answer extends well beyond any single technology or service. The framework below presents sovereignty across three connected layers: data, infrastructure, and models and applications. Together, these encompass areas ranging from data residency and localisation to cloud, compute, inference, LLMs and AI applications. Operators already have capabilities and relationships that may be relevant across parts of this stack. The extent of the opportunity, and the role operators may choose to play, will vary by market and by layer. Our latest GSMA Intelligence report explores this developing landscape through publicly announced initiatives and industry perspectives. Link to the report in the first comment. #DigitalSovereignty #Sovereignty #SovereignAI #AI #Telecoms #Cloud

80% of enterprises in the energy sector are interested in using connectivity through drones. In our latest podcast episode Tim Hatt discusses what this demand means for the development of connected #drones, and the role of industry and government in creating the best conditions for adoption. The findings are from our latest Global Enterprise Survey, which examines how enterprises across industries are approaching digital transformation, technology adoption and investment. Explore the latest enterprise data in our Global enterprise survey report - available with a GSMA subscription or standalone purchase: https://lnkd.in/eUtk3vpb Authors: Pablo Iacopino, Christina Patsioura Listen to the full episode of Intelligence & Noise - link in comment section.

Kenechi Okeleke, Senior Director, Regional, Social and Policy Research at GSMA Intelligence sat down with Caroline Mbugua,HSC,MBA from #SheShapesAfrica, for a conversation about the moments that shape how we show up. Kenechi shares his learnings on preparation, confidence and listening. From understanding the room before trying to influence it to knowing that a successful conversation does not necessarily mean changing everyone's mind. Watch the full conversation: https://lnkd.in/ejxGgzTv