Telecom

Growth Opportunities in the US Tier I Mobile Device and Data Industry Updated Research Available

Fixed Wireless Access, Wearables, and Smartphones Drive Compelling Growth Opportunities for Tier I Operators

INDUSTRY
Telecom

RELEASE DATE
30-Jul-2026
REGION
North America
DELIVERABLE TYPE
Market Research

RESEARCH CODE
KC83-01-00-00-00
SKU
TE_2026_34779
Yes
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Growth Opportunities in the US Tier I Mobile Device and Data Industry
Published on: 30-Jul-2026 | SKU: TE_2026_34779

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The US mobile device and data industry continues to grow at a steady pace. Wireless high-speed broadband services, developments in the cellular machine-to-machine and Internet of Things (IoT) sectors, and the resurgence of unlimited mobile plans are the top growth drivers. New network technologies, device form factors, and computing paradigms continue to reshape the mobile industry. 4G was already considered a revolution for wireless communication. With 5G, the wireless service experience will completely transform how data is delivered (speed, latency) and how various types of wireless devices will be supported over public networks. 5G-enabled smartphones, tablets, laptops, and IoT devices will accelerate revenue growth for wireless communications service providers. Mobile operators in the United States are well aware of the need to support higher data bandwidths on their networks and are investing in appropriate spectrum, infrastructure, and business frameworks to support the growth of next-generation mobile services.

This Frost & Sullivan analysis provides an overview of key trends shaping the US mobile device and data industry. It offers estimates of the installed base of mobile devices, including smartphones, tablets, fixed wireless access (FWA), wearables, and mobile hotspots, across Tier I US mobile operators, along with forecasts extending through 2031. The report also features a focused analysis of enterprise mobility, identifying critical success factors that support mobile operators’ growth strategies in this segment. In addition, it includes a strategic profile of AT&T, the nation’s leading mobile services provider, highlighting its core enterprise mobility initiatives and differentiators.

Author: Vikrant Gandhi

Convergence is Becoming the Central Wireless Growth Play

Broadband Adjacency Remains one of the Strongest Enablers of Wireless Growth

Revenue Growth is Shifting toward Account Quality, ARPA Expansion, and Lifetime Value Optimization

Enterprise Mobility is Broadening from Connectivity Sales to Solution-Led Growth

AI is Emerging as a Key Enabler of Operational Efficiency and Platform Innovation

AI-RAN and Programmable Network Architectures are Emerging as Long-Term Strategic Capabilities

Cost Efficiency and Digital Transformation Remain Structural Pillars of the Wireless Growth Model

Network Modernization is Increasingly Judged by Monetization Outcomes, not Just Coverage Expansion

Operators are Widening the Wireless Value Pool through Ecosystem Expansion

Modest Growth in Smartphones

Continued Strong Growth in FWA

Uptake in Wearables

The Resilient Mobile Hotspots Market

Connected Tablets

Other Connected Device Types

Impact of 5G and Mobile Broadband on Device Adoption

The US Enterprise Mobility Market

CSP Success Factors for Enterprise Mobility

Strategic Vendor Profile: AT&T

Disruptive Technologies

Industry Convergence

Growth Environment

Growth Opportunities

Growth Opportunity 1: FWA

Growth Opportunity 2: Network Slicing and Programmable Connectivity

Growth Opportunity 3: Converged Communications and Account-Based Monetization

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