AT&T, the second largest operator in the country, has experienced modest growth of 23.6% in the number of users in the last period. Romo, a sector analyst, highlights regulatory uncertainty and the complex economic landscape as factors that could impact telecommunications companies' investments in Mexico.
Altán Redes, in charge of the Shared Network, advocates for a clear regulatory environment for Mobile Virtual Operators (MVNOs). Ricardo Del Río Guerrero from Altán Redes emphasizes the growth opportunities for these types of companies in Mexico despite regulatory and market challenges.
From Bait, Walmart Mexico's telecommunications company, they are confident in becoming the second mobile operator in the country by 2025. Gabriel Cejudo from Bait plans to leverage the company's position to provide added value to customers, focusing on health and e-commerce products.
The future Digital Transformation and Telecommunications Agency (ATDT) poses uncertainty for MVNOs in a scenario with a lack of asymmetric regulation against América Móvil, which owns the majority of the sector's revenues in Mexico. Consulting firm Global Data highlights the significant growth of MVNOs in recent years and the importance of clear regulation for the market.
The MVNO segment in Mexico has experienced a growth of 77.6% in the number of users in the last four years, reaching 27.8 million in the last quarter of 2024. This trend contrasts with the more moderate growth of traditional operators like Telcel, positioning MVNOs as the fastest-growing segment in mobile telecommunications in the country.
