Our Insights

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

Enterprise Cloud: Clear blue skies ahead?

THE DELTA PERSPECTIVE

lobally, telecom operators have been facing slowing growth in their traditional revenue streams.
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THE DELTA PERSPECTIVE

MWC 2014 Takeaway: Creating What’s Next

THE DELTA PERSPECTIVE

With over 85,000 attendees this year, Mobile World Congress (MWC) 2014again demonstrated how the industry ecosystem has expanded and flourished.
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THE DELTA PERSPECTIVE

African telcos go e-shopping

THE DELTA PERSPECTIVE

The global telecom industry is at a crossroad and operators need to reason if they want to opt for a low-risk strategy and focus on being an extremely efficient “dumb-pipe.
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THE DELTA PERSPECTIVE

Corporate Darwinism in the Digital Age

THE DELTA PERSPECTIVE

Change is necessary for survival. As Charles Darwin famously wrote, “As many more individuals of each species are born than can possibly survive […] those who learn to collaborate and improvise most effectively prevail".
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THE DELTA PERSPECTIVE

Google’s buy of Nest Labs

THE DELTA PERSPECTIVE

Google just announced the acquisition of NEST Labs for 3.2 bn USD in cash (article). This represents 3.2x what Google paid for YouTube back in 2006.
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THE DELTA PERSPECTIVE

White spaces: the next frontier or overhyped?

THE DELTA PERSPECTIVE

The mobile data explosion of recent years has significantly increased the network capacity requirements for operators including the spectrum capacity. More spectrum has been and is being made available across markets.
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THE DELTA PERSPECTIVE

The $30 smartphone: the true inflection point?

THE DELTA PERSPECTIVE

The mobile phone turned 40 this year and 3.2 billion people have the privilege to own one. However, only a half of them currently own a smartphone (defined as 3G enabled phones with an identifiable open OS)2
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THE DELTA PERSPECTIVE

Data-centric MVNOs in the US – will they byte?

THE DELTA PERSPECTIVE

The last two years have seen new MVNOs disrupt the traditionally postpaid US market. Betting on new data-centric business models, this new breed of MVNOs targets value-conscious subscribers with prepaid voice and data services at a fraction of the price of leading players (as low as ten times less).
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THE DELTA PERSPECTIVE

Ready, Steady, Build! (Or Enable):

THE DELTA PERSPECTIVE

For mobile operators, M2M represents not only an opportunity for incremental profits from connectivity, but a platform for expansion into lucrative digital value chains as well.
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