OV

A market growing this fast doesn't stay forgiving of a weak supply chain for long. Travel eSIM revenue grew 85% in 2025. The growth isn't coming from one direction, consumer travel, embedded finance products, and enterprise IoT are all pulling on the same underlying connectivity infrastructure at once. Whatever a reseller is sourcing that connectivity from needs to hold up across a broader, less predictable set of demand patterns than it did two years ago. #eSIM #TravelConnectivity #WholesaleConnectivity #MobileNetworkOperator

Travel eSIM revenue is forecast to reach $8.7bn by 2030, up from an estimated $1.8bn in 2025. That's good news if you sell travel eSIMs. It also means more competition, and more pressure to stand out and protect the margin on every plan. Growing with the market depends on what sits underneath your brand. You need control over network access, the ability to enter new destinations quickly, and a supplier whose margin layer doesn't grow as fast as your volume. This month we're opening our MNO capabilities to travel eSIM providers, MVNOs and connectivity brands. Find us at GSMA WAS #24 in Dublin, Booth 21, from 19th to 22nd October. https://lnkd.in/ewH-BcVm

Can you launch a market-specific promotion this week without asking your supplier first? For many travel eSIM providers, the answer is no. Pricing tiers, promotions and network choices sit with the aggregator above them. At low volume, that trade-off makes sense. As you grow, the margin layer becomes more visible and the lack of control costs more. Our latest blog compares the two ways resellers source connectivity, through an aggregator or direct from an MNO, and the four questions worth asking before you commit to either. Discover the full insight: https://lnkd.in/ewH-BcVm

Most travel eSIM advice is about the front end. This guide covers what sits underneath: the layers in your supply, where your margin goes and who controls the levers. Each area ends with one honest question. Download our free guide.

Your travellers judge you the moment they land. What decides that moment sits beneath your brand: who carries your traffic, who controls the platform, who picks up when it breaks. 7 areas worth checking. Download our free guide.

𝗧𝗿𝗮𝘃𝗲𝗹 𝗖𝗼𝗻𝗻𝗲𝗰𝘁𝗶𝘃𝗶𝘁𝘆 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀 #𝟮 | Why Cheap Data Won't Win the Next Decade Wholesale roaming data is getting cheaper. BEREC data shows average EEA wholesale data rates falling by around 39% in three years. Great news for the travel eSIM industry. But it raises a bigger question: 𝗜𝗳 𝗲𝘃𝗲𝗿𝘆𝗼𝗻𝗲 𝘂𝗹𝘁𝗶𝗺𝗮𝘁𝗲𝗹𝘆 𝗴𝗲𝘁𝘀 𝗮𝗰𝗰𝗲𝘀𝘀 𝘁𝗼 𝗰𝗵𝗲𝗮𝗽𝗲𝗿 𝗰𝗼𝗻𝗻𝗲𝗰𝘁𝗶𝘃𝗶𝘁𝘆, 𝗵𝗼𝘄 𝗹𝗼𝗻𝗴 𝗰𝗮𝗻 𝗽𝗿𝗶𝗰𝗲 𝗿𝗲𝗺𝗮𝗶𝗻 𝘆𝗼𝘂𝗿 𝗱𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝘁𝗶𝗮𝘁𝗼𝗿? I believe the next phase will be won further up the value stack — through customer experience, enterprise capability, strategic partnerships and innovation. For travel eSIM providers, that means thinking beyond the price of a GB For MNOs and wholesale operators, it means thinking beyond simply supplying one. I've explored this in 𝗧𝗿𝗮𝘃𝗲𝗹 𝗖𝗼𝗻𝗻𝗲𝗰𝘁𝗶𝘃𝗶𝘁𝘆 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀 #𝟮. What do you think will create genuine differentiation in travel connectivity over the next decade? #𝗲𝗦𝗜𝗠 #𝗧𝗿𝗮𝘃𝗲𝗹𝗧𝗲𝗰𝗵 #𝗪𝗵𝗼𝗹𝗲𝘀𝗮𝗹𝗲 #𝗥𝗼𝗮𝗺𝗶𝗻𝗴 #𝗖𝗼𝗻𝗻𝗲𝗰𝘁𝗶𝘃𝗶𝘁𝘆 #𝗕𝟮𝗕 #B2B2x #eSIMTravel #Wholesaleroaming