According to Cisco, 25% of mobile subscribers globally consume 2GB or more of data every month and 7% consume more than 5GB of data. We expect to see the high end continue to expand rapidly. This is supported by newer, faster networks as well as better
pricing plans (e.g. tiered and unlimited tariffs) and more compelling content offerings. Not surprisingly, data consumption is growing faster for subs using unlimited data plans. As always, the balance for telcos is to manage capex while harvesting healthy profits and cash flows from data.
