MTN Group reports R218.5 billion in service revenue for 2025, up 23%. Nigeria overtakes South Africa as top revenue hub for the first time. West Africa ARPU and data penetration drive the shift.
Month: March 2026
153 posts
Airtel Africa FY2025: The Telecoms Rival MTN Coverage Missed
Airtel Africa posted $4.955 billion in FY2025 revenue and swung to a $328 million profit. Its mobile money arm generates 21% of group revenue — five times MoMo’s share at MTN. Here’s why that gap matters.
M-PESA’s Phone Number Decision Is East Africa’s Biggest Merchant Data Change in a Decade
M-PESA begins phone number masking on March 24 for P2P transactions. By year-end, merchants won’t see full customer numbers at all. What PSPs and merchant-side fintechs need to rebuild — and why Kenya’s ODPC made this inevitable.
Africa’s Data Protection Default: Why AI Regulation Without AI Laws Falls Short
Nigeria, Kenya, South Africa, Ghana, and Rwanda are using data protection laws to govern AI by default. It is working — up to a point. Here is what data protection law cannot reach, and what the continent’s emerging dedicated AI frameworks change.
DRC’s Digital Code Goes Live in July. Are Africa’s Platform Operators Ready?
DRC Digital Code July 2026 — platform operator compliance requirements, enforcement powers, and what international tech companies must prepare.
Africa Spent $2 Billion on Chinese AI Surveillance. No Country Has Laws to Govern It.
Eleven African countries spent $2B+ on Chinese-financed AI surveillance. Not one has laws that adequately govern it. BETAR maps the country-by-country regulatory gap and the compliance risks for African businesses.
Africa’s AI Data Centre Race: MTN’s $240M Lagos Bet, Microsoft’s Kenya Gamble, and the Energy Problem That Could Derail Both
MTN is spending $240 million on an AI-optimised data centre in Lagos. Microsoft and G42 have committed $1 billion to a geothermal-powered campus in Kenya. Google’s Johannesburg region is live and its Umoja subsea cable is coming. Africa’s data centre investment wave is real — but the continent still holds less than 1% of global compute capacity, and energy constraints may keep it that way.
Google’s African AI Push: 13 Languages Get AI Search, 21 Get Open Speech Data — But 2,000+ Are Still Waiting
In February and March 2026, Google made two distinct African language AI moves — the WAXAL open speech dataset for 21 languages and AI Overviews for 13 African languages in Search. Together they define what tech companies think African AI localisation looks like. The gap between 13 and 2,000 is the story.
Google’s African AI Push: 13 Languages Get AI Search, 21 Get Open Speech Data
Google made two announcements, six weeks apart, that together represent the most significant commitment to African-language AI in the company’s history. WAXAL released open speech data for 21 languages. AI Overviews rolled out across 13. The gap between them is the story.