2026年上半年网络市场发展状况报告,12026

GSMAOpenGateway:

StateoftheMarket,H12026

Consolidatingbets

July2026

TheGSMAisaglobalorganisationunifyingthemobileecosystemto

discover,developanddeliverinnovationfoundationaltopositivebusiness

environmentsandsocietalchange.Ourvisionistounlockthefullpowerof

connectivitysothatpeople,industry,andsocietythrive.Representingmobileoperatorsandorganisationsacrossthemobileecosystemandadjacent

industries,theGSMAdeliversforitsmembersacrossthreebroadpillars:

ConnectivityforGood,IndustryServicesandSolutions,andOutreach.

Thisactivityincludesadvancingpolicy,tacklingtodaysbiggestsocietal

challenges,underpinningthetechnologyandinteroperabilitythatmake

mobilework,andprovidingtheworldslargestplatformtoconvenethemobileecosystemattheMWCandM360seriesofevents.

Weinviteyoutofindoutmoreat

Authors

TimHatt

HeadofResearchandConsulting

JamesJoiner

LeadAnalyst,

NetworkStrategy

PeterJarich

HeadofGSMAIntelligence

GSMA

GSMAIntelligenceisthedefinitivesourceofglobalmobileoperatordata,

analysisandforecasts,andpublisherofauthoritativeindustryreportsand

research.Ourdatacoverseveryoperatorgroup,networkandMVNOineverycountryworldwidefromAfghanistantoZimbabwe.Itisthemostaccurateandcompletesetofindustrymetricsavailable,comprisingtensofmillionsofindividualdatapoints,updateddaily.

GSMAIntelligenceisreliedonbyleadingoperators,vendors,regulators,

financialinstitutionsandthird-partyindustryplayers,tosupportstrategicdecision-makingandlong-terminvestmentplanning.Thedataisusedas

anindustryreferencepointandisfrequentlycitedbythemediaandbytheindustryitself.

Ourteamofanalystsandexpertsproduceregularthought-leadingresearchreportsacrossarangeofindustrytopics.

info@

©2026GSMAIntelligence2

verticalsand

demand

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Executive

summary

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DeepDive:

Contents

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Marketand

commercialisation

update

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GSMAOpen

Gatewayin

action:usecases

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25

Page

Appendix

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Executive

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summary

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Marketandcommercialisationupdate

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DeepDive:verticalsanddemand

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GSMAOpenGatewayinaction:usecases

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Appendix

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summary

Executive

Stateofthemarket,H12026

Thebottomline:fewerbuthighervaluebets

01

02

03

Aggregatorsbecomeacommonroutetomarket

ThemostsignificantshiftoverthelastsixmonthshasbeenthegrowinginfluenceofaggregationplatformsinnetworkAPIcommercialisation.AdunaachievedfullUSoperatorcoverageandaddedNTTDocomo,whileplatformssuchasVonageandNokiacontinuedexpandingdeveloperaccess.Themarketisincreasingly

movingawayfromoperator-specificAPIexposureandtowardsplatform-mediateddistribution,wheredeveloperspreferasingleintegrationpointwithglobal

reach.Thischangesthecommercialdynamicfortheecosystem.Foroperators,successincreasinglydependsonparticipationindistributionnetworksrather

thanstandaloneAPIofferings.Foraggregatorsandcloudpartners,itstrengthenstheirroleastheprimaryinterfacebetweennetworkcapabilities,developersandenterprisecustomers.

TowardsQoDandedge

AnotabledevelopmentoverthelastsixmonthsisthegrowingcommercialtractionofAPIsbeyondsecurity.Around30%ofcommerciallydeployedAPIsnowrelatetoqualityondemand(QoD),locationanddeviceinformationservices–nearlydoublethelevelseenayearearlier.DeploymentssuchasTelefónica’s

TitanConnectandgrowingdemandfrombroadcastersforguaranteedconnectivityillustratehowenterprisesarebeginningtoconsumenetworkcapabilitiesto

improveoperationalperformance.Thissignalsabroadershifttowardsoutcome-basednetworking,whereAPIsexposenetworkperformanceasaprogrammableservice.Foroperators,itcreatesnewrevenuestreamstiedtocorenetworkassets,whiledevelopers,integratorsandenterprisesgaintoolstobuildmoreresilient,automatedandperformance-sensitiveapplications.

Demandsignalsfromfewerbuthighervaluesectors

GSMAIntelligencedemandanalysisshowsaclearpictureofwherenetworkAPIsarelikelytogaincommercialtraction.Thebankingandfinancialservicessector

rankshighest,withmedia/entertainment,healthcareandaviationfollowingbehind.Developerdatareinforcesthistrend,withhealthcareshowingthehighestrate

ofoperatorengagementamongdevelopersdeployingnetworkAPIs,whilebankingcontinuestoleadonperceiveddemandandcommercialreadiness.Theindustryismovingfrombroadexperimentationtoprioritisedverticalstrategies.Foroperators,successwilldependontargetingsectorswithclearspendingpotentialand

establishedusecases.Foraggregators,systemsintegratorsandenterprisepartners,theopportunityliesindevelopingindustry-specificsolutionsthatcombinenetworkAPIswithexistingbusinessworkflowsandapplications.

©2026GSMAIntelligence5

summary

Executive

10

Newadditionstochannelpartners

Thefirsthalfof2026saw

10newpartnersjoinGSMA

OpenGateway,withthetotal

reaching71.Whilethegrowthisslowerthanin2025,thenewadditionshighlightthatplayersvaluetheunmetdemand.

34%

Europe’sshareofAPIdeployments

EuropehasthehighestshareofAPIdeployments,at34%.Complementingthis,operatorparticipationinGSMAOpen

Gatewaystandsat21%in

Europe,reflectingtheregion’sactiveengagementinthe

platform.

73

DemandIndex

scoreforbanking

AspertheGSMAOpen

GatewayDemandIndex,

bankingandfinancialservicesisthetopsectorwithanindexscoreof73,followedbymedia(72),healthcare(70),retail(70)andaviation(70).ThesectorsshowdemandforsimilarAPIs,includingtrust,authenticationandreal-timeconnectivity

monitoring.

Numberstonote

~30%

Channelpartnershare

AsiaPacific,Europeandthe

US&Canadaeachaccountforaround30%ofchannelpartnershare.However,thestory

changeswhenconsidering

operatorshare.WhiletheUS

&Canada(with4%operator

share)providesavibrantlist

ofchannelpartners,Asia

Pacific(witharound60%

operatorshare)haslimited

scaletodistributeAPIs,leadingtolower-than-expected

deployments.

©2026GSMAIntelligence6

01

Executive

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Marketandcommercialisationupdate

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03

DeepDive:verticalsanddemand

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GSMAOpenGatewayinaction:usecases

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Appendix

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GSMA

IntelligenceMarketandcommercialisationupdate

Operator/ecosystemlaunchesandannouncements

JANUARY2026

FEBRUARY2026

FEBRUARY2026

FEBRUARY2026

MARCH2026

NTTDocomojoinsAduna

NTTDocomoadopted

AdunaachievesfullUS

carriercoverage

Vonageexpandsnetwork

APIdeveloperecosystemvia

Postman

VodafoneandNokiaexpand

partnershiptotacklefraud

UKoperatorslaunchage

verificationandanti-fraud

APIs

Adunadistribution,signalling

AdunaunifiedAT&T,Verizon

Vodafonecommercially

thatoperatorsincreasingly

andT-MobileUSAPIs,

VonageexposedAPIsto

exposedidentityandfraud-

Operatorscommercialised

prioritiseglobalreachand

creatingnationwideaccess

40million+developersvia

preventionnetworkAPIsvia

identity,age-verificationand

developeraccessoverdirect

andacceleratingnetworkAPI

Postman,massivelyscaling

theNokiaplatform,enabling

KYCAPIs,expandingtelecoms

commercialisation.

commercialisationthroughaggregation.

distributionoftelecomsnetworkcapabilitiesintocloud-nativeworkflows.

developeraccessacross

multipleEuropeanoperatingcompanies.

rolesintotrust,complianceandonboardingservices.

MARCH2026MARCH2026APRIL2026APRIL2026

NokiaexpandsNetworkasCodewith

GoogleCloudandoperators

NokiaandGoogleCloudintegrated

BroadcastersdemandQoDAPIsfor

liveproductionworkflows

Themediabroadcastindustry,

TelusactivatesQoD,SIMSwapand

NumberVerificationAPIs

TeluslaunchedNokia-basednetwork

DeutscheTelekomexpandsCAMARA

NumberVerificationintobankingand

fintechproductionuse

agenticAIwithnetworkAPIs,enabling

supportedbyGSMAFusion,calledon

APIsforreal-timefraudpreventionand

DeutscheTelekomscaledtheNumber

programmable,AI-drivenenterprise

mobileoperatorstoexpose

differentiatedconnectivityaheadof

VerificationandSIMSwapAPIsinto

networkautomationandmonetisation.

standardisedQoDnetworkAPIs

sobroadcastersandproduction

companiescansecuretheconnectivityneededforresilient,ultra-low-latencylivebroadcastproduction.

majorsportingevents.

productionforbankingonboardingandfraudpreventionsystems.

GSMA

IntelligenceMarketandcommercialisationupdate

©2026GSMAIntelligence9

Implicationsofrecentdevelopments

ThevolumeofnewsrelatedtoGSMAOpenGatewayin

H12026pointstonoslowdowninindustryinterestormomentum.However,asalways,itisimportanttoaskwhatitallmeansandwhatcanbelearnt.

Powertotheaggregators

Monetisationoftrust,identityandfraud

Outcome-based

networkingandQoD

•NetworkAPIscontinuetoshiftfromoperator-specific

prevention

•QoDandperformanceAPIsareexpandinginto

exposuretoplatform-mediateddistributionvia

Aduna,Vonage,NokiaNetworkasCode,andcloudecosystemssuchasGoogleCloudandPostman.

•Thisre-architecturecentralisesdeveloperaccess,reducesintegrationcomplexityandaccelerates

CAMARAstandardadoption.

•Thestrongestcommercialtractionisinidentityand

trustAPIssuchasSIMSwap,NumberVerificationandKYCMatch.

•DeutscheTelekom,VodafoneandTelusshowhow

adoptioninbankingisreplacingSMSOTPand

reducingfraud.TheAPIsembeddirectlyintofinancialonboardingandtransactionflows,becomingthefirstscaled,revenue-generatingnetworkAPIcategory.

broadcasting,enterpriseconnectivityandAI-driven

automation.Telusandbroadcastersaredemandingguaranteednetworkperformanceforliveproduction,whileNokiaandGoogleCloudareexploringAI-nativenetworkorchestration.

•Thissignalsashiftfromconnectivitytooutcome-basednetworking,whereAPIsexposeSLA-drivencapabilitiesconsumedbyindustry-specificapplicationsandAI

agents.

GSMA

IntelligenceMarketandcommercialisationupdate

©2026GSMAIntelligence10

Thesupply/demandbalanceremainsanissue

•Channelecosystemhelpsexplainmisalignment.Thereare

severalreasonswhyregionsmaybeover-orunderweightonAPI

deploymentscomparedtoexpectations.OneofthebiggestishavingachannelecosysteminplacetoaggregateanddistributeAPIsto

developersandenterprisecustomers.

•Regionsvaryinoperator/channelalignment.TheUS&Canada

playshosttoalargeandvibrantchannel,accountingforaround30%ofallGSMAOpenGatewaypartners.AsiaPacific-basedchannel

partnersalsorepresentaround30%ofthetotal,butthisismuch

lowerthantheoperatorsharefortheregion.ThereislessscaletodistributeAPIs,whichconsequentlylagcomparedtowhatwewouldexpect.OperatorsshouldworktoexpandchannelvolumesinAsia

Pacific(thelargestregion)toavoidenterprisedemandgoingunmet.

•Demanddynamicsareatplay.IndustrydemandalsoplaysapartintheregionalrepresentationofwhereAPIsaredeployed.Latin

AmericaandtheMiddleEasthaveestablisheddemandforsecurityand(increasingly)QoDAPIs,whichhelpsexplaintheirstrong

positionsonAPIsthathavebeencommercialised.

WhilebroadlyalignedinEurope,operatorsarenotalwaysalignedwiththechannel

Percentageofglobaltotal

70%

60%

50%

40%

30%

20%

10%

0%

US&CanadaEuropeAsiaPacificLatinAmericaMiddleEast&Africa

ShareofoperatorscommittedtoGSMAOpenGateway*ShareofGSMAOpenGatewaychannelpartners

ShareofGSMAOpenGatewayAPIsdeployed

*MobileconnectionscountofoperatorsineachregionasapercentageoftotalconnectionsfootprintforoperatorscommittedtoGSMAOpenGatewayglobally.

Source:GSMAIntelligence

GSMA

IntelligenceMarketandcommercialisationupdate

©2026GSMAIntelligence11

Usecases:securitybydesign,locationandQoDareinplay

TheSIMSwapAPIhasemergedasthemostwidelydeployedacrosstheworld,

playingtoitsutilityinpre-emptingidentityfraud–aprevalentscourge.Morebroadly,APIssupportingsecurityusecasescontinuetobemostpopular,withphonenumberverificationalsoextensive.

However,thebusinessvalueforoperatorswithAPIsispredicatedonmonetisingawiderset.QoDandnetwork-relatedinformation,suchasdevicelocation,aregoodexamples.Bothareincreasinglymovingintocommercialdeployments,withregionalvariation.

APIsdeployedsofar:securityremainsapriority,especiallySIMSwap;LocationandQoDaremoreregionalspecific

DarkershadingindicatesgreaternumberofAPIscommerciallylaunched

Number

QoDandedgecompute*

DeviceStatus

Security(other)

Location

OTPValidation

Billing

KYC

SIMSwap

DeviceInformation

Verification

US&Canada

Europe

AsiaPacific

LatinAmerica

MiddleEast&Africa

Global

*IncludesQoD,QoDprovisioningandedgecompute.FulllistincludedinAppendix.Source:GSMAIntelligence

GSMA

IntelligenceMarketandcommercialisationupdate

©2026GSMAIntelligence12

Channelactivity:movingfromvolumetocommercialexecution

•Growth,butataslowerrate.DespiteGSMAOpenGatewaybeing

threeyearsold,newchannelpartnerscontinuetocomeintothefold.H12026saw10newpartners,lessthanin2025butstillhealthyasitindicatesplatformplayersseevaluethroughunmetdemand.Channelpartnervolumeshavemovedtolargeraggregators(e.g.Aduna

andIBM),whichcantaketimetocomeintothefoldbutpaylargedividendsintermsofscaleandreach.

•Aggregatorlayer.Thenewcropisvariedandcomesfromseveralpartsofthesector.IBM,forexample,bringsacomputedimension,whileMovitextandothersfocusmoreonmessagingandcore

communications.

•Qualityoverquantity.Aggregatorscale,developeraccessand

enterpriserelationshipsaremostimportantincommercialisingAPIs.Inthissense,netadditionnumberstothechannelwillmatterlessastimegoesby,withagreaterfocusonalignmentofAPIsupplyand

demand.

APIchannelpartnersnowtotalmorethan70

NumberofGSMAOpenGatewaychannelpartners

80

70

60

50

40

30

20

10

0

10

14

22

2024H12025H22025H12026

SelectedadditionsinH12026:

IBM

PrudentTechnologiesSC.Soft

Movitext

Source:GSMAIntelligence

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IntelligenceDeepDive:verticalsanddemand

©2026GSMAIntelligence14

QuantifyingAPIdemand:aguidetoachangingmarketplace

TohelpquantifywheredemandfornetworkAPIsexists,GSMAIntelligencedevelopedanAPIdemandindex.Thiscombinesdifferentindicatorstodefinethreekeypillars(market

opportunity,enterprisedemandandbarriers),ultimatelydefiningascoringrangeof0–100,where0isnodemandand100isfulldemand.

TheoriginalindexwaslaunchedinApril2026.Aviationhassincebeenaddedtotheindex,includingairlines,freightandaviationinfrastructure.

ThethreepillarsoftheOpenGatewayDemandIndex

Marketopportunity

•Totalavailablemarketindicator(10%)

•Aspendingpropensityindicator(30%)40%ofindexweight

Enterprisedemand

•APIawarenessamongenterprises(5%)

•Enterprises’understandingofthebenefitsofnetworkAPIs(5%)

•Developers’understandingofnetworkAPIs(5%)

•Developers’usageofnetworkAPIsinthepast12months(20%)

•IndustryinterestinusingnetworkAPIs(20%)

55%ofindexweight

Barriers

•Limitedrelevance

•Limiteddemandfrombuyers

•Lackofcommerciallyviableusecases5%ofindexweight

Barriersarebasedondeveloper

perceptionsofvertical-sectorchallengesinusingAPIs.Scoresworkinversely,solowerperceivedbarriersresultinahigherindexcomponentscore.

Source:OpenGatewayDemandindex(updatedJune2026)

GSMA

IntelligenceDeepDive:verticalsanddemand

©2026GSMAIntelligence15

Headlinescorestellussomething,butnoteverything

•NetworkAPIdemandisnotevenlydistributed.Thebanking,media,healthcare,retailandaviationsectorsconsistentlyemergeasthosewiththehighest

potentialforcommercialisation.

•Thecommondenominatorsareclear.Thetop

sectorssharecommoncharacteristicsdriving

demandforAPIs.Trust,authentication,resilienceandreal-timeconnectivitymonitoringareareaswhere

networkAPIsprovidedifferentiatedvalue.

•Prioritisationisrequired.Operatorsandpartnersshouldcontinuetotargetcommercialefforts

atpriorityverticalsratherthanpursuingbroad,horizontalmarketcoverage.

•Engagementdifferences.Thescoresreveallittleabouthowtoengagewithbuyersineachsector.Here,themoveistowardsmorecustomised

procurementofAPIaccess,withoutcome-basedpricingdependingonthespecificusecase.

Bankingtopstheindex,butwithaplethorafrommediatoaviationinthetopfive

Demandindexscore0–100

Bankingandfinancialservices73

Mediaandentertainment73

Healthcare70

Retail70

Aviation70

Manufacturingandindustrialsector69

Publicsector67

Transportationandlogistics67

Energyandutilities62

Automotiveandmobility59

Agriculture,forestryandfishing54

Source:OpenGatewayDemandIndex(updatedJune2026)

©2026GSMAIntelligenceSource:OpenGatewayDemandIndex(updatedJune2026)16

Theoryversuspractice:addressable

Breakingdownthetopfiveverticals

Indexscore(0-100)

•Bankingisontop.Bankingandfinancialservices

scorehighestontheindexbecauseofstronger

demandsignalsratherthanalargeraddressable

market.Enterprisesareactivelyseekingsolutions

today.Othersectorsshowattractiveopportunities

butweakerreadiness.Healthcare,mediaandaviationhavepotential,butadoptionbarriersremainhigher.

•Closinggaps.Closingthereadinessgapiskey,

whichmeansseveralfactorsinpractice,includingawareness,valueproofpoints(seeingisbelieving)andflexiblepricingmodelscateringtoenterprisebuyercircumstances.

revenueisonething;demandisanother

80

70

60

50

40

30

20

10

0

73.172.6

70.369.969.7

Mediaandentertainment

Bankingand

financialservices

HealthcareRetailAviation

Marketopportunity

EnterprisedemandBarriers

Note:Thescoreforthebarrierspillarisinverselyrelatedtoblockers(i.e.ahigherscoreindicateslowerperceivedbarriers).Thisiswhythebarisadditivetotheoverallindexscore.

GSMA

Intelligence