WhatsApp is eating South African operators’ revenue
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South Africa's mobile operators carried 21.5% more voice traffic in 2025 but earned R10.4-billion less in mobile services revenue, according to Icasa's State of the ICT Sector report. The decline was driven by OTT substitution — platforms like WhatsApp, Telegram, and Signal — with SMS/MMS revenue collapsing 37.9% and prepaid
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