Apps Will Channel US$36 Trillion in Revenues Through Our Mobile Devices - Can Telecom Operators Get a Share?

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September 4, 2012
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Apps Will Channel US$36 Trillion in Revenues Through Our Mobile Devices - Can Telecom Operators Get a Share?

DUBAI, UAE, September 4, 2012/PRNewswire/ --

    Half of the world's GDP is being transformed by a new value chain built on affordable
bandwidth and the foundations of OS/Apps. As 2.5 billion people gain access to the
Internet through mobile devices, apps are reinventing industries such as media, music,
games, retail, banking, health, insurance, education and gambling industries. The Internet
industry itself is being reshaped as users move from the Web 'dominant portal' model (e.g.
Yahoo, Facebook) into the OS/App world, where companies interact with users without
intermediaries.

    The new App-based services are changing the way people interact, enjoy entertainment
and conduct business. Multiple industries are being reinvented as new processes and
business models get introduced leveraging (1) mobile broadband everywhere and super-fast
fixed broadband, (2) everything becoming digital and available on the cloud, (3) social
networking and (4) electronic transactions.

    But what is the reach and potential of this transformation?

    Delta Partners' latest white paper looks at the strategies deployed by Apple, Google
and other leading technology companies, and examines the odds of telecom operators
securing a share of this new value chain. The white paper entitled "Telecom operators
positioning in the App economy" maps the changing ecosystem and defines the best way
forward for telecom operators.

    The white paper looks at how operators should navigate the storm, comparing different
strategies such as those purely focused on connectivity ('efficient pipe') to those aiming
to compete with the likes of Google, Facebook and Apple (the Operator 2.0 strategy).

    The paper lays out the rationale for operators to focus and strive for either the
'smart pipe' or the 'efficient pipe' positioning by defining the new App value chain,
illustrating strategies and roles of key technology firms within the App economy and
finally earmarking specific parts of the value chain as potentially relevant for telecom
operators to still play a role. The paper stresses further that the 'Operator 2.0'
strategy currently pursued by many operators will likely remain a mirage.

    "Operators and technology firms need to understand each other very well to set winning
strategies. The winner will vary depending on the type of markets and the players
involved," says Joao Sousa, Partner at Delta Partners.

    Delta Partners is the leading TMT specialist advisory and investment firm.

    To download the full white paper, please visit
http://www.deltapartnersgroup.com/our_insights/whitepapers

    Contact: Karen Cordeiro, Marketing Coordinator. +971(4)369-2999
kc@deltapartnersgroup.com

Source: Delta Partners

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