A recent report reviewing 123 global operators showed that in the first half of the year, a lower proportion of operators were able to turn rising data usage into ARPU increases. The research indicates a reduced ability to leverage pricing power. The headline information is gloomy, but a review of the details shows a more varying landscape between operators in mature and maturing markets. The figures from research firm Tefficient are not drastic. In 2023, 93% of operators experienced growth in data usage per subscription and 71% of them converted this into higher ARPU. While in the first half of this year, 95% of operators saw data consumption rise and a slightly lower proportion, some 69%, grew ARPU. It is…