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 TMT sector. We also write blogs on topical issues affecting the telecommunications and digital industry. Our case studies provide insights to real problems faced by TMT players and how we help our clients resolve these challenges.


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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THE DELTA PERSPECTIVE

Understanding data economics:

THE DELTA PERSPECTIVE

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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THE DELTA PERSPECTIVE

MWC 2013 Takeaway:

THE DELTA PERSPECTIVE

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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THE DELTA PERSPECTIVE

FTTH - Key for competitiveness

THE DELTA PERSPECTIVE

The data revolution is pushing fixed and mobile operators across developed and emerging markets to roll-out FTTH/B as customers use video and cloud services across multiple devices.
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THE DELTA PERSPECTIVE

What's missing in 'unified communication'?

THE DELTA PERSPECTIVE

The concept of Unified Communication (UC) has existed for more than a decade. However, customers and telcos continue to struggle to implement it in an effective and meaningful way.
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THE DELTA PERSPECTIVE

Facebook Home: Hope or Hype?

THE DELTA PERSPECTIVE

A recent article in Fortune magazine cited Facebook Home, launched in April 2013, as the second coming of Facebook.
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