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

Is WhatsApp a $15 billion time bomb?

BLOG

Apart from monetisation potential, WhatsApp also holds defensive value to Facebook. WhatsApp’s phenomenal user growth is generating massive amount of messaging traffic and sharing activities
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BLOG

Demystifying the Wi-Fi calling phenomenon

BLOG

Wi-Fi calling is rapidly maturing, and could become a disruptive technology in the mid-term. The industry is expecting it to enable a real seamless experience for all kind of products and services, no matter what radio access technology the customer is using
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WHITE PAPER

Africa Com & Mobile 360 Africa Series 2014

WHITE PAPER

The major theme across the two African TMD conferences was “Collaboration”; Collaboration between operators and OTTs, but also collaboration in infrastructure roll-out, in handsets manufacturing and in regulatory negotiations.
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BLOG

Ponder or implement? The promise of SDN and NFV

BLOG

Driven by the proliferation of smartphones and the consumption of internet video, the infrastructure running the internet is being challenged like never before... Step in SDN and NFV.
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BLOG

Wearables, the next big thing?

BLOG

Today, when we hear ‘wearables’ we think of fitness gadgets such as Jawbone, Fitbit or Fuelband - tools developed to help customers track their activity using technology with a user interface through their smartphone, tablet or computer.
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WHITE PAPER

Preventing telecom brand commoditisation

WHITE PAPER

Telecom operator brands are becoming increasingly commoditised in their core business, making it difficult to sustain differentiated positioning.
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BLOG

Emerging Markets Investing

BLOG

Press coverage and market sentiment have recently been bearish on investing in emerging markets.
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BLOG

Internet IPOs Cashing out on Tech Bubble 2.0

BLOG

As Alibaba prepares for its upcoming U.S. initial public offering, one can’t help but wonder if this marks the emergence of Tech Bubble 2.0.
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WHITE PAPER

African SMEs: Gold mine or money pit?

WHITE PAPER

It is widely accepted that the SME opportunity is very large across Africa, despite the inherent difficulty in quantifying it.
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