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
-
ReportApril 2026IoT & Emerging TechnologyPhysical AI in Manufacturing & Logistics Market: 2026-2030Our Physical AI in Manufacturing and Logistics research suite provides in-depth analysis of the key economic, operational, and technological factors driving growth in this fast-growing market.
VIEW -
ReportApril 2026Fintech & PaymentsAgentic Commerce Market: 2026-2031Juniper Research’s Agentic Commerce research suite provides an insightful analysis of this rapidly emerging market; enabling stakeholders, including AI developers, payment infrastructure providers, eCommerce marketplaces, merchants and many others, to understand future growth, key trends, and the competitive environment.
VIEW -
ReportMarch 2026Fintech & PaymentsB2B Payment Cards Market: 2026-2030Our B2B card payments research suite provides detailed analysis of this rapidly changing market; allowing B2B card providers to gain an understanding of key payment trends and challenges, potential growth opportunities, and the competitive environment.
VIEW -
ReportMarch 2026Telecoms & ConnectivityDirect Carrier Billing Market: 2026-2030Our Direct Carrier Billing research suite for mobile network operators provides detailed analysis and strategic recommendations for the direct carrier billing market over the next four years.
VIEW -
ReportMarch 2026Fintech & PaymentsCross-border Payments Market: 2026-2030Our Cross-border Payments research suite provides a comprehensive and in-depth analysis of the evolving cross-border payments landscape; enabling stakeholders such as businesses, financial institutions, payment service providers, card networks, regulators, and technology infrastructure providers to understand future growth, key trends, and the competitive environment.
VIEW -
ReportFebruary 2026Telecoms & ConnectivityMobile Messaging Market: 2026-2030Juniper Research’s Mobile Messaging research suite provides mobile messaging vendors, mobile network operators, and enterprises with intelligence on how to capitalise on changing market dynamics within the mobile messaging market.
VIEW
-
WhitepaperApril 2026IoT & Emerging TechnologyKey Growth Opportunities for Physical AI in 2026
Our complimentary whitepaper, Key Growth Opportunities for Physical AI in 2026, provides insight into the rapidly evolving physical AI in manufacturing and logistics market; highlighting the countries in which high demand for automation in these industries is anticipated over the next five years.
VIEW -
WhitepaperApril 2026Fintech & PaymentsAgentic Commerce - Revolution or False Dawn?
Our complimentary whitepaper assesses the trends that are increasing agentic commerce adoption, and challenges to agentic commerce usage. Additionally, it includes a forecast summary of the global spend on agentic commerce by 2030.
VIEW -
WhitepaperMarch 2026Fintech & PaymentsHow B2B Payment Cards Are Streamlining Corporate Expenses
Our complimentary whitepaper, How B2B Payment Cards Are Streamlining Corporate Expenses, examines the state of the B2B payment cards market; considering its impact on different geographies and how it is shaping the modern B2B payments landscape through card controls, payment data analysis tools, and fully integrated spend management solutions.
VIEW -
WhitepaperMarch 2026Telecoms & ConnectivityDirect Carrier Billing: Unlocking Emerging Revenue Streams for Operators
Our complimentary whitepaper, Direct Carrier Billing: Unlocking Emerging Revenue Streams for Operators, explores the emerging opportunities for mobile network operators to monetise direct carrier billing.
VIEW -
WhitepaperMarch 2026Telecoms & ConnectivityMWC 2026: What's Next for Mobile?
Our latest whitepaper distils the most important announcements from MWC Barcelona 2026 and examines what they mean for the telecoms market over the year ahead. From network APIs and 5G monetisation to AI-RAN, direct-to-cell connectivity, and 5G-Advanced, it explains where the biggest opportunities — and challenges — will emerge next.
VIEW -
WhitepaperMarch 2026Fintech & PaymentsThe Transformation of Cross-border Payment Infrastructure
Our complimentary whitepaper, The Transformation of Cross-border Payment Infrastructure, examines the state of the cross-border payments market; explaining the role of key actors in transforming the cross-border payment experience, as well as the current landscape and recent developments within the cross-border payments industry.
VIEW
-
Fintech & Payments
KYC & KYB Spending by Financial Services Firms to Surpass $30 Billion Globally by 2030, As Identity Threats Intensify
April 2026 -
IoT & Emerging Technology
Physical AI Deployments in Manufacturing & Logistics to Reach 400,000 Systems by 2030
April 2026 -
Fintech & Payments
Agentic Commerce Set to Generate $1.5 Trillion Globally by 2030, as Payments Infrastructure Leaders Revealed
April 2026 -
Fintech & Payments
B2B Card Payments to Reach $11 Trillion Globally in 2030, Accelerated by Increased Corporate Use
March 2026 -
Telecoms & Connectivity
Direct Carrier Billing to Grow by $35 Billion Globally Over the Next Four Years, as Anti-fraud Capabilities Are Enhanced by Network APIs
March 2026 -
Fintech & Payments
Sophisticated Microfinance Services Spend to Surpass $22 billion By 2030, as Mobile Money Services in Emerging Markets Mature
March 2026