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# Travel eSIM adoption to surge 32% as carriers face roaming revenue squeeze
- URL: https://adjacent.media/signals/travel-esim-adoption-to-surge-32-as-carriers-face-roaming-revenue-squeeze/
- Published: 2026-08-19T16:08:32.000Z
- Updated: 2026-08-19T16:08:32.000Z
- Description: eSIM adoption among travelers jumped from 101.8M to 134M units—a pace that traditional carrier roaming businesses cannot match.
- Author: Jonathan Greene
- Tags: #signal, theme-connected, mobile infrastructure, eSIM adoption, telecom disruption

Source: [Financial Times](https://www.ft.com/content/64ede483-c179-42fa-8fd2-f13b13cbd8ad?ref=adjacent.media) (paywall)

eSIM adoption among travelers jumped from 101.8M to 134M units—a pace that traditional carrier roaming businesses cannot match. For incumbents deriving 3-5% of total revenue from roaming premiums, the economics shift materially: pricing power erodes as customers switch to MVNOs and tech platforms offering cheaper alternatives. Carriers face a choice between aggressive price cuts or margin compression.