ReportTelecomMéxico
Telecom Mexico, 2Q 2026: Telcel gains a point and Bait keeps growing
The Mobilens Pulse quarterly report: line share, networks, data use and where the traffic goes, measured on users' phones.
- Sector: telecom
- Country: Mexico
- Period: 2Q 2026
By Mobilens analysis team · · 4 min read
- 65.0%
- of mobile lines are Telcel's, +1.0 p.p. vs 1Q26
- 52%
- of MVNO share is now Bait's (49% in 1Q26)
- 77 GB
- of data per user a month, 3.5% more
- 13%
- of that traffic goes over the mobile network
Every quarter, Mobilens Pulse measures Mexico's mobile market from users' own phones: which operator they use, on which network, how much data they move and on what. These are the four indicators for the second quarter of 2026.
1. Mobile line share
| Operator | 1Q 2026 | 2Q 2026 | Change vs 1Q26 (p.p.) |
|---|---|---|---|
| Telcel | 64.0% | 65.0% | +1.0 |
| AT&T | 13.6% | 13.2% | −0.4 |
| Movistar | 5.7% | 5.5% | −0.2 |
| Bait | 8.2% | 8.5% | +0.3 |
| Other MVNOs | 8.5% | 7.8% | −0.7 |
Versus 1Q26, Telcel gains 1.0 p.p. to reach 65.0% of active lines; AT&T (−0.4) and Movistar (−0.2) give ground. Mobile virtual network operators (MVNOs) as a whole fall from 16.7% to 16.2%, but not all alike: Bait keeps growing (+0.3 p.p.), to 8.5%, and already holds more than half of the virtual share (52%, against 49% in 1Q26). The other MVNOs lose 0.7 p.p.
- 1Q 2026
- 2Q 2026
| 1Q 2026 | 2Q 2026 | |
|---|---|---|
| Bait | 8.2% | 8.5% |
| Other MVNOs | 8.5% | 7.8% |
View the data
| 1Q 2026 | 2Q 2026 | |
|---|---|---|
| Bait | 8.2% | 8.47% |
| Other MVNOs | 8.46% | 7.76% |
Source: Mobilens · % of active mobile lines at the end of the quarter
Data by Mobilens®. Based on our own mobile user panels.
The quarter closed on 30 June, with the general deadline of the mandatory line registry; in March, Walmart was already acknowledging that the registry was slowing prepaid sign-ups.
2. Lines by network
| Line share | |
|---|---|
| Telcel network | 65.5% |
| AT&T network | 15.2% |
| Altán network | 13.5% |
| Movistar network | 5.8% |
View the data
| Line share | |
|---|---|
| Telcel network | 65.5% |
| AT&T network | 15.2% |
| Altán network | 13.5% |
| Movistar network | 5.8% |
Source: Mobilens · own brands and MVNOs added up by the network they use
Data by Mobilens®. Based on our own mobile user panels.
Adding to each network the virtual brands that run on it, Telcel's carries 65.5% of lines, AT&T's 15.2% and Altán, the wholesale network behind Bait, izzi and most MVNOs, 13.5%. Movistar stays at 5.8%.
3. Data use: mobile and Wi-Fi
- Mobile network
- Wi-Fi
| Mobile network | Wi-Fi | |
|---|---|---|
| 4Q 2025 | 10.1 GB | 62.9 GB |
| 1Q 2026 | 10 GB | 64.7 GB |
| 2Q 2026 | 10.2 GB | 67.1 GB |
View the data
| Mobile network | Wi-Fi | |
|---|---|---|
| 4Q 2025 | 10.08 GB | 62.86 GB |
| 1Q 2026 | 9.96 GB | 64.7 GB |
| 2Q 2026 | 10.24 GB | 67.08 GB |
Source: Mobilens · average of each quarter's three months
Data by Mobilens®. Based on our own mobile user panels.
A user moves 77 GB a month, 3.5% more than in the previous quarter and 6% more than at the end of 2025. Almost all the growth comes from Wi-Fi: the mobile network holds at around 10 GB per user a month, 13% of the total. Between operators the gap is two to one: some bases use twice as much mobile data as others.
4. Where the data goes
- Mobile network
- Wi-Fi
| Mobile network | Wi-Fi | |
|---|---|---|
| Social media | 55.6% | 46.6% |
| Video | 10% | 22% |
| Music | 3.6% | 1.7% |
| Web | 7.2% | 7.8% |
| Other | 23.6% | 21.9% |
View the data
| Mobile network | Wi-Fi | |
|---|---|---|
| Social media | 55.6% | 46.6% |
| Video | 10% | 22% |
| Music | 3.6% | 1.7% |
| Web | 7.2% | 7.8% |
| Other | 23.6% | 21.9% |
Source: Mobilens · % of each network's traffic; video includes YouTube and streaming platforms; web, the browsers
Data by Mobilens®. Based on our own mobile user panels.
On the mobile network, social media takes more than half of the data (55.6%); on Wi-Fi, 46.6%. Video, from YouTube to the paid platforms, weighs twice as much on Wi-Fi (22.0%) as on the mobile network (10.0%): it is watched at home. The web sits at around 7–8% on both networks, and music, small in volume, weighs twice as much on the mobile network (3.6%) as on Wi-Fi (1.7%): it is listened to on the street.
More detail in Mobilens Telecom
This report is a summary. By operator, by month and by app, with porting between bases and the crossing with home internet, the full data is in Mobilens Telecom. The next report, with 3Q 2026.