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

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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THE DELTA PERSPECTIVE

Is there an optimal corporate venturing approach for telecom operators?

THE DELTA PERSPECTIVE

Telecom operators have been increasingly aggressive in their venturing activities, but how important is the way they invest to reaching their goals?
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THE DELTA PERSPECTIVE

Where have the digital IPO's gone?

THE DELTA PERSPECTIVE

Have digital IPOs disappeared forever, or has the media gotten ahead of itself?
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THE DELTA PERSPECTIVE

LTE in Asia-Pacific

THE DELTA PERSPECTIVE

A study in contrasts takes a look at how operators are addressing the LTE challenges in emerging markets while pushing LTE-Advanced in developed markets in Asia-Pacific
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THE DELTA PERSPECTIVE

Where does the digital industry stand? Unicorns, tech bubble and more

THE DELTA PERSPECTIVE

Digital company valuations have skyrocketed in 2014, resulting in 190 ‘unicorns’ generating over $100b in revenues and valued at approximately $600b...
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