Safaricom’s Mobile Data Revenue Overtakes Voice for The First Time
Safaricom’s HY26 results confirm Kenya’s digital shift as mobile data surpasses voice as the key growth driver, fueled by 4G and 5G adoption..
✨ Key Highlights
Safaricom's mobile data revenue has surpassed voice revenue for the first time in the company's history, signaling a significant shift in connectivity trends. This development highlights the increasing digitization of the Kenyan economy and consumers' move towards data-driven communication.
- Mobile data revenue grew by 13.4% year-on-year to KShs 40.32 billion, representing 20.8% of total service revenue.
- Voice revenue declined by 2.1% to KShs 39.72 billion.
- The number of smartphone users increased by 16.2% to 28.7 million, with 4G devices growing by 27% to 24.4 million on Safaricom's network.
- 5G adoption saw a 55.9% year-on-year increase, reaching 1.3 million devices.
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AXIAN Acquires Wananchi Group; AWS & OpenAI Announce $38B Partnership - November 2025
AXIAN Telecom, through its subsidiary Yas, has officially acquired 99.63% of Wananchi Group (Holdings) Ltd, the parent company of Zuku and Simbanet. This acquisition significantly expands Yas's presence in East Africa's fixed broadband market. In a separate development, Amazon Web Services (AWS) and OpenAI have announced a $38 billion multi-year partnership. Under the deal, OpenAI will leverage AWS’s cloud infrastructure to power its advanced artificial intelligence workloads. Meanwhile, Safaricom's mobile data revenue has surpassed its voice revenue for the first time, signaling a significant shift in connectivity trends. This development highlights the increasing digitization of the Kenyan economy.
