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GlobalData
GlobalData

Technology

APAC operators accelerate legacy network shutdowns to unlock next phase of 5G growth, reveals GlobalData

Asia-Pacific’s (APAC) mobile landscape is entering a decisive new phase as operators accelerate the retirement of 2G and 3G networks, freeing spectrum and investment capacity to scale advanced 4G and 5G services. The transition marks more than a technology upgrade; it is reshaping competitive dynamics, enabling AI-driven networks, enterprise innovation, and digital infrastructure that will […]
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Chinese MNO AI token plans signal a shift towards AI economy, but global replication remains challenging, says GlobalData

China’s leading mobile network operators (MNOs) China Mobile, China Unicom, and China Telecom are positioning themselves at the forefront of the emerging artificial intelligence (AI) economy through the introduction of universal AI token plans, a development that could reshape how consumers access and pay for AI services, according to GlobalData, a leading intelligence and productivity […]
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Hong Kong mobile market poised for data-led growth through 2030 as 5G becomes dominant technology, says GlobalData

Hong Kong’s mobile services market is entering a new phase of data-driven growth, underpinned by widespread 5G adoption, rising mobile internet usage, and strong demand for high-speed connectivity. As consumers and businesses increasingly embrace data-intensive applications, operators are accelerating investments in network capacity and premium digital services, positioning the market for steady revenue expansion through […]
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Philippines fixed communication services revenue to grow at 2.7% CAGR over 2025-30, forecasts GlobalData

The total fixed communication services revenue in the Philippines is forecast to increase at a compound annual growth rate (CAGR) of 2.7% from $3.8 billion in 2025 to $4.3 billion in 2030, mainly driven by growth in the fixed broadband segment, according to GlobalData, a leading intelligence and productivity platform. GlobalData’s Philippines Fixed Communication Forecast […]
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China mobile services growth to be led by 5G and data demand through 2030, forecasts GlobalData

China’s mobile services market is set for a steady but modest revenue growth through 2030, as rising mobile data service revenues offset continued decline in voice and messaging revenues, says GlobalData, a leading intelligence and productivity platform. GlobalData’s China Mobile Communications Forecast (Q4 2025) reveals that the country’s mobile services revenue is expected to grow at […]
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BT Mobile’s return signals nostalgia-led brand pivot despite EE convergence gains, says GlobalData

Three years after BT UK repositioned its secondary brand EE as the flagship brand for its residential fixed-mobile convergence push, the company has decided to reinstate ‘BT Mobile’ for ‘BT Broadband’ customers. Still, EE has largely delivered on its original convergence objectives, according to GlobalData, a leading intelligence and productivity platform. Natasha Rybak, Principal Analyst […]
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TELUS SmartHome Assistant signposts new path for telcos to simplify fragmented smart-home experiences with GenAI, says GlobalData

TELUS Canada has introduced a new GenAI-based ‘SmartHome Assistant’ for its SmartHome+ device and services suite, featuring a dynamic control console for the connected home. The assistant uses multimodal inputs including voice, images, sensor feeds, and video to let customers manage household devices and routines through a single responsive interface. This reduces the friction caused […]
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VodafoneThree sole ownership will hand Vodafone UK significant operational advantages, says GlobalData

Following the news that Vodafone Group has agreed for the buyout of CK Hutchison Group Telecom Holding Limited from the VodafoneThree joint venture for £4.3 billion (€4.9 billion) via a cancellation of shares; Emma Mohr-McClune, Chief Analyst of Consumer Telecom at GlobalData, a leading intelligence and productivity platform, offers her view: “The news is positive […]
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Google Cloud Next ’26: Contextual AI on Workspace will help Google keep pace with impactful trends, says GlobalData

A portion of Google Cloud Next ’26 was dedicated to announcing nearly a dozen new features for Google Workspace, a team collaboration platform permeated with AI. Though each feature contributes valuable functionality, the runaway star of the show was ‘Workspace Intelligence’, a contextual AI engine that gets work done on behalf of users. The inclusion […]
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5G data monetization to offset declining voice revenues in Singapore through 2030, forecasts GlobalData

Rising 5G adoption is reshaping Singapore’s mobile revenue mix, offsetting declining voice services and stabilizing market growth through 2030. While legacy voice revenues erode under over-the-top (OTT) pressure, expanding 5G penetration and higher data consumption are driving incremental value. This transition underscores a structural shift toward data-led monetization, compelling operators to accelerate network investments and […]
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Blue Origin’s failure of BB7 risks industry timelines and D2D competition, says GlobalData

Following the news that direct-to-device (D2D) LEO vendor AST SpaceMobile’s “BlueBird 7” satellite, launched on Blue Origin’s launch vehicle, failed to reach correct low-Earth orbit position and is in the process of being decommissioned; Ismail Patel, Senior Analyst in Enterprise Technology at GlobalData, a leading intelligence and productivity platform, offers his view: “BB7 was the […]
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Fiber-led broadband growth to sustain Thailand’s fixed services revenue over 2025-2030, says GlobalData

Thailand’s fixed communication services revenue is expected to witness a steady growth through 2030, driven by growth in the fixed broadband service segment, reveals GlobalData, a leading intelligence and productivity platform. GlobalData’s Thailand Fixed Services Forecast (Q4-2025) reveals that fixed communication services revenue in Thailand is expected to maintain a compound annual growth rate (CAGR) […]
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IT services to drive Philippines overall enterprise ICT revenue at 10.4% CAGR through 2029, forecasts GlobalData

Enterprise ICT spending in the Philippines is set for strong expansion, with revenue expected to increase at a compound annual growth rate (CAGR) of 10.4% during 2024-2029, driven primarily by rising demand for IT services, especially cloud computing. Supported by policy push and enterprise investment, this growth reflects a clear shift toward digital operations across […]
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Orange’s GenAI-based Sharlie rollout through Sosh to advance AI assistant’s evolution in customer-facing, says GlobalData

Sharlie is among the first native, speech-to-speech natural conversational assistants being deployed in a customer-facing environment by Orange, a major European consumer telecoms provider. It is initially rolling out the new GenAI-based tool for validation and refinement at scale for the customer community of its French online, fixed and mobile secondary brand Sosh. The move […]
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5G network coverage expansion to drive India’s mobile services market over 2025-2030, says GlobalData

India’s mobile services market is expected to witness a steady growth through 2030, driven by the 5G expansion and surging data consumption. While traditional voice revenues continue to decline, telcos are increasingly leveraging high-ARPU premium 5G plans and new monetization levers for high-speed data services to drive revenue growth, reveals GlobalData, a leading intelligence and […]
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