Key Opportunities in the Telco Landscape
5G subscriptions using a compatible device significantly grew during the COVID-19 pandemic, but fourth-generation connections remain the dominant force in the sector. As the use of mobile devices becomes more common in developing nations, the enduring high prevalence of 4G usage reflects this still being an emerging technology in many parts of the world. 5G subscriptions are though estimated to grow from 580 million at the end of 2021 to 3.5 billion by the end of 2026.
The advent of 5G does offer service providers the opportunity to leverage quicker connectivity and larger data plans to generate additional revenue streams. The benefits for subscribers having the latest technology at their fingertips and its increased efficacy have the potential to not only encourage greater usage still of devices, but as a consequence, drive demand for higher-yielding service packages to facilitate the increased use of streaming services and gaming.
Roll-out Strategies Key to 5G Success
As the initial costs of rolling out a technology that is well-estimated, service carriers will need to consider whether to make 5G more economical in less affluent nations, but accept a lower-yielding business model in the short term. Although it is anticipated that 4G will remain the dominant mobile access technology by subscription over the next five years, much will depend on how fifth-generation technology can be made universally available. How a balance is struck in increasing the number of subscribers, whilst ensuring that would-be customers are not priced out of using the latest technology, will remain a significant issue in countries whereby the size of population offers significant potential for growth at a geometric rate, but which is tempered by lower standards of living and disposable income.
As geographical 5G coverage expands, operators will capitalise on revenue streams beyond smartphones. They must bundle multiple device subscriptions under a single recurring payment to benefit from connectivity revenue from other consumer devices.
The Potential of Rich Media Messaging
The possibilities of rich media messaging are not limited to promotional videos of products/events, scannable coupons and QR codes, and standalone or carousel images. It is indisputable that gaining the instantaneous attention of consumers via SMS has the potential to be the most effective marketing tool open to enterprises, but leveraging its possibilities to the fullest extent will depend on how individual journeys can be established, rather than campaigns relying on generic messaging that will produce far lower conversion rates.
The Importance of Mobile Identity & Authentication
As mobile functionality increases the uses for which it can perform transactions, there is also the attendant risk of fraudsters gaining critical insight into customers’ identities, and their financial details. The onus lies on businesses leveraging their products on mobile platforms, network operators, and customers to ensure that sensitive data is used appropriately, and protected.
For those who shop online but are billed through carrier billing within an agreed spending limit that is settled monthly and included with recurring mobile contractual billing but abstract to data allowances, the layer of protection afforded customers by the requirement for banks to accept transactions without question or request further authentication in the form of one-use code is otherwise absent.
► Operator Revenue Strategies Market Research
Our latest research found:
- Revenue generated from 5G services will reach $600 billion by 2026; representing 77% of global operator-billed revenue.
- Adoption of 5G services across consumer and IoT sectors has been driven by a strong uptake of 5G-capable devices, coupled with attractive 5G subscription pricing models, despite the semiconductor crisis caused by the COVID-19 pandemic.
- Bundling multiple device subscriptions under a single recurring payment will enable operators to benefit from connectivity revenue from other consumer devices.
- The amount of cellular data generated will reach 2,900 exabytes by 2026; rising from 720 exabytes in 2021. This represents a growth of 300% over the next five years.
FIND OUT MORE: OPERATOR REVENUE STRATEGIES: CHALLENGES, OPPORTUNITIES & MARKET FORECASTS 2021-2026
Latest research, whitepapers & press releases
-
ReportDecember 2025AI Agents for Customer Experience Platforms Market: 2025-2030
Our comprehensive AI Agents for Customer Experience Platforms research suite comprises detailed assessment of a market that is set to disrupt mobile communications. It provides stakeholders with insight into the key opportunities within the AI agents for customer experience platforms market over the next two years.
VIEW -
ReportDecember 2025Fintech & PaymentseCommerce Fraud Prevention Market: 2025-2030
Our eCommerce Fraud Prevention research suite provides a detailed and insightful analysis of this evolving market; enabling stakeholders from financial institutions, law enforcement agencies, regulatory bodies and technology vendors to understand future growth, key trends, and the competitive environment.
VIEW -
ReportNovember 2025Telecoms & ConnectivityeSIMs & iSIMs Market: 2025-2030
Juniper Research’s eSIMs and iSIMs research suite offers insightful analysis of a market set to experience significant growth in the next five years. The research suite provides mobile network operators (MNOs), original equipment manufacturers (OEMs), and eSIM management and platforms vendors with intelligence on how to capitalise on the market growth, and guidance on how eSIM-only devices and sensors, SGP.42, in-factory provisioning, and iSIMs will change the competitive landscape.
VIEW -
ReportNovember 2025Fintech & PaymentsModern Card Issuing Platforms Market: 2025-2030
Our Modern Card Issuing Platforms Market research suite provides a detailed and insightful analysis of this evolving market; enabling stakeholders from banks, financial institutions, fintech companies, and technology vendors to understand future growth, key trends, and the competitive environment.
VIEW -
ReportNovember 2025Fintech & PaymentsDigital Wallets Market: 2025-2030
Our digital wallets research suite provides detailed analysis of this rapidly changing market; allowing digital wallet providers to gain an understanding of key payment trends and challenges, potential growth opportunities, and the competitive environment.
VIEW -
ReportOctober 2025Fintech & PaymentsDigital Identity Market: 2025-2030
Juniper Research’s Digital Identity research suite provides a comprehensive and insightful analysis of this market; enabling stakeholders, including digital identity platform providers, digital identity verification providers, government agencies, banks, and many others, to understand future growth, key trends, and the competitive environment.
VIEW
-
WhitepaperDecember 2025Telecoms & ConnectivityHuman + AI: Drivers of Customer Experience AI Agents in 2026
Our complimentary whitepaper, Human + AI: Drivers of Customer Experience AI Agents in 2026, examines the key drivers of the AI agents for customer experience platforms market in 2025.
VIEW -
WhitepaperDecember 2025Fintech & PaymentsBeyond Chargebacks: The True Cost of Fraud for Digital Commerce
Our complimentary whitepaper, Beyond Chargebacks: The True Cost of Fraud for Digital Commerce, examines the state of the eCommerce fraud prevention market; considering the impact of evolving digital fraud strategies, including key trends such as identity theft, account takeovers, chargebacks, policy abuse and friendly fraud.
VIEW -
WhitepaperNovember 2025Telecoms & ConnectivityeSIM-only Devices: The Impact on Operators, Consumers, and IoT
Our complimentary whitepaper, eSIM-only Devices: The Impact on Operators, Consumers, and IoT, explores the challenges and opportunities for the three segments, with a particular focus on eSIM-only smartphones and SGP.42.
VIEW -
WhitepaperNovember 2025Fintech & PaymentsUnlocking the Next Stage of Growth for Modern Card Issuing Platforms
This free whitepaper analyses key trends shaping the modern card issuing space, and the ways in which modern card issuing platforms can capture growth.
VIEW -
WhitepaperNovember 2025Fintech & PaymentsTop 10 Fintech & Payments Trends 2026
Fintech is evolving fast. From stablecoins to agentic AI, our annual guide reveals the shifts redefining payments, digital identity, and the future of money in 2026. Download your copy today.
VIEW -
WhitepaperNovember 2025Fintech & PaymentsDigital Wallets: Empowering Financial Inclusivity
Our complimentary whitepaper, Digital Wallets: Empowering Financial Inclusivity, examines the state of the digital wallets market; considering the impact of digital wallets on different geographies, how they are shaping the modern payments landscape through lower transaction fees and promoting financial inclusivity for underbanked populations, and how they are competing with established payment methods.
VIEW
-
IoT & Emerging Technology
Juniper Research Unveils Top 10 Emerging Tech Trends to Watch in 2026
January 2026 -
Fintech & Payments
Digital Identity App Usage to Hit 6.2 Billion by 2030, Driven by Shift to Decentralised Models
December 2025 -
Telecoms & Connectivity
Travel eSIM Margins Under Pressure as Revenue per Gigabyte Falls 10% Globally in Two Years
December 2025 -
Telecoms & Connectivity
AI Agents to Power 1,000% More Customer Interactions for Enterprises Globally by 2027
December 2025 -
IoT & Emerging Technology
Global D2C Revenue Set for $370 Million Surge, But Satellite Operators Should Not Chase Full MNO Status
December 2025 -
Fintech & Payments
Digital Goods Fraud to Cost eCommerce Merchants $27 Billion Globally by 2030 as AI Tools Accelerate Attacks
December 2025