Overview
- Sector revenue rose 3.8% in 2025 to 624.8 billion pesos, far above national GDP growth of 0.8%, with fourth‑quarter revenue up 6.1% to 163.9 billion pesos and value added near 1.5% of GDP.
- Mobile remained the engine of expansion, delivering 62.3% of fourth‑quarter revenue and 378.8 billion pesos for the year, with roughly 10% annual growth.
- Active mobile lines reached 161.6 million, up 6.2% year over year, as data use climbed 13.4% to 6.4 GB per month, still the lowest consumption level among OECD members.
- User monetization stayed flat with ARPU at about 145.7 pesos monthly (+0.6%), prepaid lines slipped 0.8% to 82.7% of the base, and OMVs surged about 36.4% in prepaid by adding new lines and attracting switchers; device spending shifted higher to an average of 5,008 pesos.
- Institutional changes replacing IFT and COFECE and the new mandatory line registry have introduced uncertainty, with 2026 prospects hinging on 5G rollout, fiber expansion and spectrum decisions.