Profit in the Purchase Journey: How Mobile Operators Win with Commerce Media

May 27, 2025

The Emerging Sportech Opportunity

 

Imagine this: a user scrolls through their favorite social app, sees a pair of sneakers they love, and buys them in just two taps, without ever leaving the platform. This is the power of commerce media, a fast-growing segment of digital advertising that blends shopping and ads into a seamless experience.

By integrating advertising directly into shopping experiences, brands can engage consumers at critical moments in their purchase journey. Commerce media could unlock $1.3 trillion in enterprise value by 2026 by bridging the gap between discovery and purchase. For mobile operators, this trend isn’t just interesting—it’s a golden monetization opportunity. With direct access to user behavior, location data, and payment systems, carriers are uniquely positioned to profit from this shift.

 

What Is Commerce Media?

The term “commerce media” refers to the advertising placed within digital shopping environments, such as e-commerce platforms, retail apps, and social commerce channels. Unlike traditional display ads, commerce media is highly targeted, leveraging first-party data to serve relevant promotions at the point of purchase. Commerce media is transforming advertising by:

Closing the loop between ads and sales: ads appear where consumers are already shopping, reducing friction.

Enhancing personalization: retailers and platforms use purchase history to serve hyper-relevant ads.

Driving higher ROI: since ads are shown to users with high purchase intent, conversion rates improve.

 

Why Commerce Media Matters for Mobile Monetization

Mobile commerce is booming, with consumers increasingly shopping via smartphones. For mobile operators, this shift opens new monetization avenues:

Leveraging first-party data: mobile operators possess vast amounts of user data, including browsing habits, location, and transaction history. By anonymizing and analyzing this data, they can:

– Offer targeted ad placements to brands.

– Enable dynamic pricing promotions based on user behavior.

Partnering with retailers and advertisers: operators can collaborate with e-commerce platforms to:

– Integrate ads into mobile payment apps and carrier billing systems.

– Provide sponsored data offers (e.g., “Watch this ad for extra data”).

Enhancing user experience with non-intrusive ads: instead of disruptive banners, commerce media allows for native ad formats, such as:

– Shoppable videos.

– In-app product recommendations.

– Interactive ads with instant checkout.

 

How Mobile Operators Can Benefit from Commerce Media

New Revenue Streams

By acting as ad intermediaries, operators can earn from cost-per-click (CPC) and cost-per-acquisition (CPA) models or data monetization (insights for brands).

Improved Customer Retention

Personalized ads and exclusive deals can enhance user satisfaction, reducing churn.

Competitive Differentiation

Operators that integrate commerce media can stand out by offering value-added services beyond connectivity.

 

Key Takeaways for Mobile Operators

Commerce media is reshaping mobile monetization by blending advertising and shopping into a seamless experience. For mobile operators, the opportunities include:

– Monetizing first-party data responsibly.

– Partnering with retailers and advertisers for targeted campaigns.

– Enhancing user engagement with non-intrusive ad formats.

By adopting commerce media strategies, operators can unlock new revenue streams while delivering value to both consumers and brands.

 

The Time to Move is Now

As commerce media blurs the lines between ads and transactions, mobile operators have a unique advantage: direct access to the device where shopping happens. By acting as enablers—whether through targeted promotions, sponsored data deals, or seamless in-app purchases—they can position themselves at the center of this revolution.

The question isn’t if commerce media will reshape mobile monetization, but how quickly operators can adapt. Those who do will transform from connectivity providers into indispensable commerce partners.

Stay tuned!

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