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

Emerging Markets Investing

THE DELTA PERSPECTIVE

Press coverage and market sentiment have recently been bearish on investing in emerging markets.
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THE DELTA PERSPECTIVE

Internet IPOs Cashing out on Tech Bubble 2.0

THE DELTA PERSPECTIVE

As Alibaba prepares for its upcoming U.S. initial public offering, one can’t help but wonder if this marks the emergence of Tech Bubble 2.0.
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THE DELTA PERSPECTIVE

The first window opens: Enter Netflix

THE DELTA PERSPECTIVE

A recent flurry of announcements has hailed the arrival of original programming from OTT video providers.
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THE DELTA PERSPECTIVE

Shooting the (Instant) Messengers:

THE DELTA PERSPECTIVE

On March 25th, the anonymous group messaging app Rumr was launched. This comes one month after Facebook’s $19 billion acquisition of WhatsApp.
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THE DELTA PERSPECTIVE

Net Neutrality

THE DELTA PERSPECTIVE

The essence of net neutrality is that the Internet is an open network and any person can and should have access to any content available.
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THE DELTA PERSPECTIVE

Time to consider a virtual SIM?

THE DELTA PERSPECTIVE

Last month, regulators in the Netherlands became the first worldwide to legalise network agnostic SIM (Subscriber Identity Module) cards, allowing stakeholders in the mobile ecosystem like device or M2M manufacturers to incorporate these SIMs into their devices
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THE DELTA PERSPECTIVE

Is it game over for telcos?

THE DELTA PERSPECTIVE

The 20th anniversary of SMS saw it outnumbered for the first time by mobile instant messaging (MIM).
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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

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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