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.

CASE STUDIES

Infraco strategy and tower monetisation

CASE STUDIES

Delta Partners was appointed by a major telecom operator in the Middle East to provide advice on its tower monetisation and passive infrastructure strategy across the Group’s footprint
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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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WHITE PAPERS

Ready, Steady, Build! (Or Enable):

WHITE PAPERS

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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WHITE PAPERS

Understanding data economics:

WHITE PAPERS

The top-line impact of OTTs: Traditional telco revenues from voice and SMS are being eroded by over-thetop (OTT) applications such as Viber, WhatsApp and KakaoTalk. Delta Partners estimates that this substitution could cost mobile operators as much as US$40 billion.
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THE DELTA PERSPECTIVE

Spotlight on South Korea:

THE DELTA PERSPECTIVE

The country’s innovation in new LTE technologies and services led us to predict that South Korea’s leadership would remain sustainable for the foreseeable future.
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THE DELTA PERSPECTIVE

Bringing TV Everywhere to emerging markets

THE DELTA PERSPECTIVE

Four years after the TV Everywhere term was first coined by TWC and Comcast, the concept has been mostly associated with networks, cable and satellite operators in developed markets.
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WHITE PAPERS

MWC 2013 Takeaway:

WHITE PAPERS

The 2013 Mobile World Congress (MWC) theme, the New Mobile Horizon, underscores the mobile world of the future: connectivity everywhere and with everything.
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