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

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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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
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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...
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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.
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CASE STUDIES

Virgin Mobile Central and Eastern Europe (VMCEE)

CASE STUDIES

As a sector specialist investor, Delta Partners plays an instrumental role in supporting VMCEE to re-launch in Poland and to launch in other CEE markets
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THE DELTA PERSPECTIVE

MENA region – (one of the) final frontiers confronting the data-centric pricing challenge

THE DELTA PERSPECTIVE

A thorough review of operators’ data offerings in MENA
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THE DELTA PERSPECTIVE

The Apple SIM

THE DELTA PERSPECTIVE

Is the Apple SIM a disruptor or a catalyst for a better customer experience and higher subsidies in the mobile telecommunications industry?
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THE DELTA PERSPECTIVE

Is WhatsApp a $15 billion time bomb?

THE DELTA PERSPECTIVE

Apart from monetisation potential, WhatsApp also holds defensive value to Facebook. WhatsApp’s phenomenal user growth is generating massive amount of messaging traffic and sharing activities
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THE DELTA PERSPECTIVE

Demystifying the Wi-Fi calling phenomenon

THE DELTA PERSPECTIVE

Wi-Fi calling is rapidly maturing, and could become a disruptive technology in the mid-term. The industry is expecting it to enable a real seamless experience for all kind of products and services, no matter what radio access technology the customer is using
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