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

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...
Read More

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...
Read More

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...
Read More

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...
Read More

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?
Read More

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?
Read More

THE DELTA PERSPECTIVE

LTE in Asia-Pacific

THE DELTA PERSPECTIVE

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
Read More

THE DELTA PERSPECTIVE

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

THE DELTA PERSPECTIVE

Digital company valuations have skyrocketed in 2014, resulting in 190 ‘unicorns’ generating over $100b in revenues and valued at approximately $600b...
Read More

THE DELTA PERSPECTIVE

Demystifying the Wi-Fi calling phenomenon: Part 2

THE DELTA PERSPECTIVE

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