Our Insights

Our Insights

Our Insights

Welcome to our insights! In this section you will find a compilation of TMT industry insights, branded as ‘The Delta Perspective’ and all the entries in our ‘Blog’, capturing the personal perspective of our consultants and bankers on how it is to work in the professional services industry.


THE DELTA PERSPECTIVE

Ad Blocking: Redistributing Value within Digital Advertising

THE DELTA PERSPECTIVE

The sector is experiencing a major transfer of control and with it profitability from telcos to digital players...
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THE DELTA PERSPECTIVE

MVNO 2.0: MVNO of the digital age

THE DELTA PERSPECTIVE

Mobile Virtual Network Operators (“MVNOs”) have proliferated, first in the developed markets and subsequently in emerging markets...
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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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