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.

BLOG ARTICLES

A compelling OTT video proposition in emerging markets

BLOG ARTICLES

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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BLOG ARTICLES

Digital M&As in emerging markets

BLOG ARTICLES

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

Connected cars: Can telcos & OTTs flourish together?

BLOG ARTICLES

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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BLOG ARTICLES

Video on demand in emerging markets

BLOG ARTICLES

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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BLOG ARTICLES

Is there an optimal corporate venturing approach for telecom operators?

BLOG ARTICLES

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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BLOG ARTICLES

Where have the digital IPO's gone?

BLOG ARTICLES

Have digital IPOs disappeared forever, or has the media gotten ahead of itself?
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BLOG ARTICLES

LTE in Asia-Pacific

BLOG ARTICLES

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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BLOG ARTICLES

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

BLOG ARTICLES

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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BLOG ARTICLES

Demystifying the Wi-Fi calling phenomenon: Part 2

BLOG ARTICLES

Part two of a detailed look into Wifi Calling and what it means for the industry.
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