FDM CCS Insight: ~134M travel eSIMs will be used in 2026, up from 101.8M in 2025, challenging established carriers that generate 3%-5% of revenue from roaming (Kieran Smith/Financial Times)

Travel eSIM shipments are projected to reach roughly 134 million units in 2026, up from 101.8 million in 2025, according to the FDM CCS report. The surge threatens incumbent mobile operators that currently derive only 3-5% of revenue from roaming services, forcing them to reassess their business models.