⚡ Breaking - Telecom sector revenue seen growing 12-14% in FY27 as ARPU rises 10%

📰 BREAKING

Telecom sector revenue projected to grow 12–14% in FY27, with ARPU climbing 10%.

The signal here isn't the headline growth rate. It's what's driving it.

Telcos that held tight on pricing discipline through FY25-26 now have runway to layer AI services on top of core connectivity. I'm watching three commercial moves:

1. Data-as-a-product plays — packaging subscriber intelligence for fintech risk scoring and credit underwriting
2. Embedded finance — telecom rails serving as the distribution spine for digital wallets and lending
3. Conversational AI interfaces replacing app-heavy customer journeys

The operators who treated the last 18 months as infrastructure hardening and not just tariff defense are positioned to monetize beyond the SIM.

What revenue streams are you building beyond base connectivity?