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GSMA Identifies the ‘Megatrends’ Shaping Mobile Industry

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GSMA Intelligence has published its third annual ‘Global Mobile Trends’ report, providing a wealth of data and insight on the direction of the global communications industry over the coming years.

This flagship research offering outlines the key ‘megatrends’ that will shape the industry in the period out to 2025.

This new edition features in-depth analysis on the latest mobile internet trends; the evolution of mobile network technology into the 5G era; Internet of Things (IoT) revenue opportunities; and the rapidly changing market for the delivery of media and content. It also provides an overview of the current mobile industry financial situation and includes the latest data points for every region worldwide.

“The latest edition of Global Mobile Trends provides a comprehensive deep dive into the key themes and issues shaping our industry today, and is required reading for anyone involved in the mobile ecosystem that wants to understand where we are headed next,” commented Peter Jarich, Head of GSMA Intelligence.

Key takeaways from the new report include: – The next generation of internet users will be mobile only. By 2025, 3.7 billion people – 72 per cent of the global internet base – will be accessing the internet exclusively via mobile.

Around half of new users coming online over this period will come from just five markets: China, India, Indonesia, Nigeria and Pakistan.

– 5G is here – in a few markets at least. 5G will account for about 15 per cent of global mobile connections by 2025, but will be driven by only a handful of markets: China, Japan, Korea and the US. Europe could be a 5G leader too, but only if spectrum availability and fragmentation issues are resolved.

– The 5G/IoT opportunity is shifting to the enterprise. 5G and IoT will open up new opportunities in a range of enterprise sectors, and an additional 10 billion industrial IoT connections will be made between now and 2025.

This will also drive a shift to decentralised and edge computing, which will bring telcos and cloud players (particularly Amazon and Microsoft) into a mix of competition and partnership in servicing the vast range of enterprise sectors, overhauling operations with advanced connectivity and analytics.

–  Connectivity will be commoditised in the IoT era. Providing connectivity will account for only around 5 per cent of the global IoT revenue opportunity by 2025 ($51 billion).

The vast majority of growth will come from the applications, platforms and services layer, which will account for more than two-thirds of IoT revenue ($754 billion).

–  Content is king – but expensive. Netflix spent $6.3 billion on original programming in 2017, not far behind Time Warner ($8 billion), Fox ($8 billion) and Disney ($7.8 billion). The company remains the largest driver behind the rise of streaming, which continues to eat into time on traditional TV.

For most operators, this trend means that partnering or licencing content is a more realistic prospect than acquiring or creating content in an expensive marketplace.

–  Volume growth is clearer than revenue growth. An additional 16 billion IoT connections (industrial and consumer) will be added by 2025, alongside ongoing 4G and 5G connections growth.

However, until fresh revenue streams are unlocked in these new areas, the revenue outlook for operators is modest. Global mobile revenues topped $1 trillion in 2017, but revenue growth is likely to stay at around 1 per cent a year in the period out to 2025.


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Africa to get AI Data Centres Through Three-way Partnership

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Localised, industrial-grade artificial intelligence (AI) data centre infrastructure will be delivered across Africa and the Global South, following a strategic alliance between sovereign AI infrastructure company Amini, electronics manufacturing giant Hon Hai Technology Group (Foxconn) and French digital firm Bull.

The three-way partnership aims to close the sovereign compute gap by allowing governments, telecommunications operators, financial institutions and energy companies to acquire and operate computing systems domestically.

Africa’s digital economy is projected to reach $1.5 trillion by 2030, which is driving regional demand for AI-enabled services across public administration, energy and finance, the parties say.

However, advanced cloud and AI processing capabilities have historically remained concentrated within a small number of external providers. The partnership seeks to establish locally anchored infrastructure, enabling domestic organisations to retain control over data and digital sovereignty.

Under the agreement, Amini will drive local market engagement and deployment, leveraging its existing platforms for locally anchored data capacity.

Foxconn will provide specialised hardware, server architecture and modular data centre technologies in its first dedicated infrastructure initiative focused on African markets.

Bull integrates its expertise in high-performance computing, quantum computing and emerging-market digital capacity. By operating independent systems, critical national sectors can bypass reliance on external platform architectures.

Financial entities can deploy independent credit, risk assessment and financial inclusion algorithms, while energy providers can implement localised machine learning for predictive maintenance and national grid optimisation.

“AI is becoming foundational infrastructure for every economy, yet most of the world still lacks the compute capacity required to participate on its own terms,” said Kate Kallot, founder and CEO of Amini. “This partnership ensures that Africa and the Global South can acquire, own and operate AI infrastructure locally, with sovereignty and long-term economic value at its core.”

Alexandre Jouys, chief commercial officer and head of Southern Europe, Middle East and Africa at Bull, added that Africa and more generally the Global South have the potential to emerge as a global-scale AI hub, by continuing to build regional computing capacity and supply chain independence.


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Distinguished Industry Veteran Dr. Olusola Teniola to Chair NDSF 2026

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The organizing committee of the 2026 Nigeria DigitalSENSE Forum (NDSF) on Internet Governance for Development (IG4D) is proud to announce Dr. Olusola Teniola as the Chairman for this year’s landmark event.

Distinguished Industry Veteran Dr. Olusola Teniola to Chair NDSF 2026

A seasoned leader with over 32 years of global experience in the telecommunications and technology sectors, Dr. Teniola brings a wealth of strategic expertise to the forum.

The Convener of NDSF and Group Executive Editor, ITREALMS Media group, Ogbuefi Remmy Nweke, welcomed the appointment, noting that Dr. Teniola’s leadership comes at a pivotal time for Nigeria’s digital economy.

Dr. Teniola currently serves as the Director of Strategic Business Initiatives at ipNX Nigeria, where he leads market expansion across West and Central Africa.

His recent contributions as a Digital Development Consultant to the World Bank Group for the May 2025 Country Private Sector Diagnostic report further underscore the high-level expertise he brings to the 2026 forum.

Dr. Teniola’s career is defined by high-impact leadership and infrastructure development:

  • He previously served as COO for Oodua Infraco Resource Limited, overseeing the deployment of 870km of digital infrastructure in Southwest Nigeria.
  • He is the past President of the Association of Telecommunications Companies of Nigeria (ATCON) and succeeded Dr. Ernest Ndukwe as the National Coordinator for the Alliance for Affordable Internet (A4ai).
  • His background includes executive roles at global giants such as British Telecom, Vodafone, Cisco Inc, and Alcatel-Lucent Technologies.
  • He has been a vital contributor to the Nigerian Broadband Plan (2012-2013 and 2020-2025) and currently serves on the IPv6 Council.

Dr. Teniola holds a B.Eng (Hons) in Computer & Information Engineering from South Bank University, an MBA from the University of Bath School of Management, and an Honorary Doctorate (DBA) from Prowess University.

He is a Fellow of the MSME Institute of Management & Professional Studies and a member of the Chartered Institute of Directors (IoD) Nigeria.


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NCC Says Telecom Industry on Course to Improve Quality of Service

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Nigerian Communications Commission (NCC) says ongoing investments and regulatory interventions in the telecommunications sector are expected to address persistent quality of service challenges across the country.

NCC Says Telecom Industry on Course to Improve Quality of Service

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In a statement signed by the Head of Public Affairs, Nnenna Ukoha, on Wednesday, the commission acknowledged public concerns over dropped calls, slow internet speeds, unstable data services and service disruptions affecting consumers.

The commission said telecommunications services had become central to work, education, business, access to essential services and social connectivity, adding that consumers deserved reliable services and value for money.

According to the NCC, improving quality of service has remained a major regulatory priority over the past two years.

It said the commission had intensified monitoring of Mobile Network Operators, Internet Service Providers and Tower Companies, while strengthening data-driven oversight and stakeholder engagement to address structural challenges affecting service delivery.

The commission disclosed that the sector was undergoing one of its largest network expansion and modernisation phases in recent years following a prolonged period of under-investment.

It said Mobile Network Operators invested more than N2.13 trillion in network infrastructure and upgrades in 2025, while Tower Companies invested an additional N373.8 billion.

According to the NCC, the investments supported the addition and upgrade of more than 2,800 telecommunications sites nationwide to improve network coverage and capacity.

The commission said interventions included deployment of additional 4G and 5G infrastructure, fibre backhaul expansion, targeted deployments in high-demand urban areas, expansion into underserved communities and equipment upgrades.

It added that operators had committed to adding or upgrading more than 12,000 sites in 2026, with nearly 3,000 already completed.

The NCC also said over 730 additional 5G sites had been deployed across 27 states in 2026.

The commission noted that 4G penetration rose from 45 per cent in January 2024 to 54 per cent currently, while national median download speeds improved from 16.5Mbps to 20Mbps within the same period.

It further said power availability at telecom towers improved from a national average of 99.3 per cent in January 2025 to 99.7 per cent.

According to the commission, spectrum reallocation among major operators and spectrum block rearrangements were also being implemented to improve network efficiency and service performance.

The NCC, however, acknowledged persistent external challenges affecting service quality, including vandalism, theft of telecom equipment, fibre cuts, power disruptions and access denial for maintenance.

It disclosed that more than 27,000 avoidable fibre-cut incidents linked mainly to road construction and vandalism were recorded in 2025.

The commission said it was collaborating with the Office of the National Security Adviser and other stakeholders to implement the Presidential Order on Critical National Information Infrastructure.

It added that operators had been mandated to notify consumers of major service outages promptly and restore services within specified timeframes.

The NCC said enforcement of the updated Quality of Service Regulations 2024 commenced in November 2025, including consumer compensation measures for poor service quality and additional investment obligations on Tower Companies.

It warned that regulatory action would continue against operators that fail to deliver measurable improvements.

The commission reaffirmed its commitment to ensuring affordable, reliable and high-quality telecommunications services for all Nigerians.


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