tt-esim market kaleido

Products & Services

The $5bn travel eSIM revolution: disruptors, unicorns, and the MNO fightback

MVNOs World: Kaleido Intelligence identifies exponential growth in the travel eSIM segment, with momentum fuelled by perception of MNO gouging and lack of pricing clarity. Operators are mitigating this challenge to roaming revenues by hedging bets with investments in disruptors, wholesale MVNO deals, and more transparent international travel plans.

Latest Analyst Briefing

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Deutsche Telekomwatch: AI stakes raised

Analyst Briefing: Telco’s top management keeps the pressure on for results from AI projects and broader efficiency initiatives, as Q1 report shows market conditions in European markets remain tough. DT looks to be gaining traction with AI commercially, with infra expansion plans outlined in Germany, Hungary, and at T.Capital interest Nscale.

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