Selected MNOs are showing their peers how to use eSIM services to compete with digital-only rivals

17 October 2025 | Research

Stefano Porto Bonacci

Article | PDF (3 pages) | Mobile Services


"MNOs must act quickly to establish their presence in the eSIM space and develop stronger app expertise."

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Prospects of mobile revenue growth are limited in high-income countries because mobile population penetration is already near saturation. Furthermore, an increasing number of non-operator, digital-only companies have entered, or plan to enter, the mobile market with eSIM-based solutions; this makes revenue growth even more difficult for established operators to achieve.

eSIM technology is a new, promising solution that enables MNOs to target a broader customer base, generate incremental revenue and improve their app user experience (an area where they lag behind the digital-native companies that are now entering the mobile market).

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Author

Stefano Porto Bonacci

Principal Analyst