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Mobile, Telecom & Connectivity

The latest Mobile, Telecom & Connectivity stories, scored against the thesis and threaded over time.

Starlink Goes Live in Uganda

Starlink Uganda: the licence matters less than what MTN already proved

Uganda's Starlink launch is a connectivity headline. But the more interesting story happened before today.

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What’s developing right now — ranked by recency, momentum, and importance.

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  1. 1

    MTN Posts $7.18 Billion H1 Revenue and Record Margins, Nigeria and Ghana Lead Growth

    Latest: New reporting names Dubai-based tycoon Al Ashram as MTN's partner in the 150MW AI data centre programme, adding deal-partner specificity to the Africa Data Hub spinout.

    4 entries3 this weekMobile, Telecom & Connectivity
  2. 2

    Nigerian Telecoms Sector Posts ₦5.2 Trillion GDP Contribution, Two-Year High

    Latest: New data attributes Nigeria's 10.38% telecoms sector growth and ₦5.2 trillion GDP contribution specifically to MTN and Airtel performance.

    2 entries2 this weekMobile, Telecom & Connectivity
  3. 3

    Nigeria Regulators Clear MTN-IHS $6.2 Billion Deal With Mandatory 30% Local Selldown

    Latest: MTN formally begins the selldown process for its 30% IHS Nigeria stake, putting a $1.1bn value on the transaction and confirming local investor targeting.

    3 entries2 this weekMobile, Telecom & Connectivity
  4. 4

    South Africa's MVNO Sector Outperforms Rest of Africa, Offering Replicable Policy Model

    Latest: GSMA data quantifies Africa's continent-wide MVNO gap, extending earlier Nigeria-specific structural barrier analysis into a pan-African market opportunity framing.

    8 entries1 this weekMobile, Telecom & Connectivity
  5. 5

    Domestic Flights Drive African Aviation While Regional Routes Lag

    Latest: July capacity data confirms Africa's airlines lead global international growth at 9%, adding a concrete monthly metric to earlier structural aviation analysis.

    2 entries2 this weekMobile, Telecom & Connectivity
  6. 6

    Nigeria's Fibre Expansion Reshapes Broadband Market but Last-Mile Gap Persists

    Latest: Q2 data confirms Nigeria added 78,000 fibre users, providing a hard quarterly data point behind the FTTX acceleration trend identified in August 26 analysis.

    2 entries2 this weekMobile, Telecom & Connectivity

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