Travel eSIMs and telcos – Friends and foes

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Growing demand for travel eSIMs is opening up new opportunities and intensifying competition. Telcos must choose how to participate in the expanding market: launch travel eSIM propositions or rethink roaming to provide a more personalised customer experience, convenience and value to travellers.

Description

Format: PDF file
Pages: 26
Author: David Pringle
Publication date: November 2025

Growing demand for travel eSIMs is opening up new opportunities and intensifying competition. Telcos must choose how to participate in the expanding market: launch travel eSIM propositions or rethink roaming to provide a more personalised customer experience, convenience and value to travellers.

Table of contents:

  • Executive summary
  • Introduction
  • eSIMs are finally taking off
  • Strong demand for travel eSIMs
  • Neobanks push into travel eSIMs
  • Opportunities and challenges for telcos
  • Telcos’ strategic dilemma
  • Develop white label propositions
  • Launch telco-branded travel eSIMs
  • Make existing roaming propositions competitive
  • Protect margins in the legacy roaming business
  • Conclusions
  • What happens next?
  • Recommendations for telcos

Technologies and industry terms referenced include: consumer, enterprise, eSIM, MVNOs, personalisation, pricing, postpaid, prepaid, roaming, travel eSIM, wholesale.