Our Insights

Our Insights

Our insights include the Delta Perspective, our regular series of white papers where we share our intellectual capital and industry insights with our clients and investors on subject matters and themes high on the agenda of decision makers in the TMD sector. We also write blogs on topical issues affecting the telecommunications and digital industry. Our case studies provide insights to real problems faced by TMD players and how we help our clients resolve these challenges.

THE DELTA PERSPECTIVE

Telecoms’ ICT business models: Surviving the digital paradigm

THE DELTA PERSPECTIVE

The ICT business models of the telecom operators and IT services providers are about the get disrupted in the same fashion as how Over the Top Technologies (OTT) are remodelling the consumer ecosystem.
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THE DELTA PERSPECTIVE

The Myths of the Bay Area

THE DELTA PERSPECTIVE

The Bay area has great opportunities for people from all over the world, but it is still ruled by its own quirks, un-written laws and complex human relations...
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THE DELTA PERSPECTIVE

Ad Blocking: Redistributing Value within Digital Advertising

THE DELTA PERSPECTIVE

The sector is experiencing a major transfer of control and with it profitability from telcos to digital players...
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THE DELTA PERSPECTIVE

MVNO 2.0: MVNO of the digital age

THE DELTA PERSPECTIVE

Mobile Virtual Network Operators (“MVNOs”) have proliferated, first in the developed markets and subsequently in emerging markets...
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THE DELTA PERSPECTIVE

Keeping your enemies close: Telecom operator partnerships with mobile instant messengers

THE DELTA PERSPECTIVE

Instant messaging (“IM”) applications have had a turbulent relationship with telecom operators over recent years. But, new trends show an increase in partnerships between the two...
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THE DELTA PERSPECTIVE

A compelling OTT video proposition in emerging markets

THE DELTA PERSPECTIVE

The OTT video market is brimming with potential – particularly in emerging markets. Driven by factors such as smartphone and Internet adoption and based on both paid and ad-supported models...
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THE DELTA PERSPECTIVE

Digital M&As in emerging markets

THE DELTA PERSPECTIVE

With slower subscriber acquisition and stagnating revenues, the connectivity business in emerging markets is starting to reach maturity...
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THE DELTA PERSPECTIVE

Connected cars: Can telcos & OTTs flourish together?

THE DELTA PERSPECTIVE

Outside of homes and buildings, connected cars are expected to contribute a significant portion of the connections by 2020 (~22% of all cars globally) – representing a substantial opportunity up for grabs...
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THE DELTA PERSPECTIVE

Video on demand in emerging markets

THE DELTA PERSPECTIVE

The advancement of the Internet has seen consumers shifting from traditional linear TV to the on-demand model, here's a look into their partnerships with telecom operators...
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