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    Latest analyst opinions View all

    Uganda frames the challenges faced by regulators and pay-TV operators amid Africa’s connectivity revolution

    In 2025, Uganda is at a critical inflection point in its digital transformation. With rapidly expanding internet connectivity and a young population forming new entertainment habits, it exemplifies emerging-market media disruption.

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    Uganda Multichoice

    Financial Results Analysis: MTN Group – 1H25

    Analysis of MTN Group’s telecom operations, covering financial performance, market dynamics, key developments, strategic initiatives, and new product and service launch for the first six months of 2025.

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    EMEA Service Provider

    Display Dynamics – October 2025: Strategic shifts in the iPhone DDIC supply chain

    Strategic shifts in the iPhone DDIC supply chain and process nodes.

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    Global Display

    Telcos’ superapps grow in the Middle East & Africa, empowered by superapp-as-a-service platforms

    Leading telcos in the MEA region have made significant progress in the superapp business. Omdia briefly reviews the progress and discusses how a superapp-as-a-service platform can help telcos grow their business.

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    Service Provider

    Display Dynamics – October 2025: OLED revenue is projected at $29bn in 2H25, slightly lower than the $30bn recorded in 2H24

    AMOLED display revenue should grow by 19% quarter-on-quarter (QoQ) and 9% QoQ in 3Q25 and 4Q25, respectively.

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    Global Display

    The $151bn cybersecurity opportunity in EMEA by 2030: Smart partnerships will reap success

    Free

    The cybersecurity market in EMEA will be worth $151 billion by 2030. Over 90% of cyber technology and services will continue to be sold through the channel, presenting opportunities for vendors and the wider partner ecosystem.

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    EMEA Cybersecurity
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