Reinventing Prepaid: Telco Growth in Developed Markets

Abstract

Prepaid mobile services are no longer a low-value fallback. They are rapidly emerging as strategic growth levers for telcos in developed markets. Moving beyond prepaid optimization to complete reinvention, this whitepaper explores how AI-enabled prepaid is evolving into a digitally native, lifestyle-driven platform for innovation, customer acquisition, and sustained revenue.

Leading operators are already validating this model—Globe Telecom recorded PHP 165 billion in service revenue in 2024, with 87% coming from mobile data. AI-driven personalization, real-time engagement, and app-based journeys are reshaping prepaid to boost usage, retention, and average revenue per user (ARPU). Valued at approximately $142 billion in 2025, the prepaid market is growing at a CAGR of about 6.4%, driven by flexibility, eSIMs, and digital plan management. This paper highlights seven success levers, from AI personalization to MVNO-style agility, supported by global best practices and future-ready innovations.

Advance Modal Components
Discover How AI Is Reinventing Prepaid for Telcos

Key Insights

Prepaid has evolved. In developed markets, it now serves as an effective channel to acquire customers and pilot new services. App-first onboarding, lifestyle bundles, and AI-driven engagement are increasing ARPU, reducing costs, and helping telcos launch and scale digital services faster.

By serving digital natives, gig workers, and overlooked users, prepaid serves as the entry to a larger ecosystem. Smart micro-packs, fintech integrations, and personalized customer journeys boost engagement, reduce churn, and upgrade prepaid users into loyal, high-value, multi-service customers.

Daily, weekly, and app-specific micro-packs align prepaid with real usage patterns. Flexible pricing, sachet data, and short-validity offers encourage frequent recharges, increase usage intensity, and narrow the revenue gap between prepaid and postpaid customers.

Modern prepaid is built around app-first journeys, eKYC, eSIM activation, and self-service recharges. By reducing reliance on physical stores and call centers, telcos can significantly lower acquisition and servicing costs while delivering faster, frictionless customer experiences.

About the Author
Sujith Shankar
Partner, TechM Consulting, Tech Mahindra
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With more than 20 years in management consulting across telecom, media, and technology, consumer markets, and automotive; Sujith advises Fortune 500 clients on strategic and operational challenges. Earlier in his career, he spent nearly a decade with leading Big 4 firms and now leads strategy, operations, and enterprise-wide transformations at Tech Mahindra.

Rohit Puri
Partner, TechM Consulting, Tech Mahindra
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Rohit has more than 20 years of experience advising global telecommunications and technology organizations. Earlier, he led teams at EY Canada, working with major telcos like Rogers, Bell, and Telus. Now serving as a Growth Partner, he manages communications and strategies across North and Latin America.

Christian Morawietz
Associate Partner, TechM Consulting, Tech Mahindra
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Christian brings over 25 years of experience across technology, telecommunications, and media and specializes in leading complex transformations, driving strategic growth, and delivering measurable business impact. As Consulting Partner, he now contributes to one of Europe’s largest telecom transformation programs, focusing on autonomous operations and AI-powered services.