Archive for the ‘Deltapartners’ Tag

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• Carlos Valdecantos
  • Análisis de los resultados de Orange ES del T1’2017
  • #TMDDidYouKnow – Global IP video traffic will be 76% of consumer internet traffic in 2018
  • #TMDDidYouKnow More than 20 mobile instant messaging apps have passed the 10 million Monthly Active Users threshold
  • In 2013, telecom operators reported that Digital Revenues reached on average 4.2% of their Total Revenues
  • #TMDDidYouKnow Close to 60% of smartphone users in emerging markets use more frequently Wi-Fi than mobile networks to go online
  • #TMDDIdYouKnow In mature markets, LTE effective price per GB is $14.5 on average
  • The death of SMS: What got you here won’t get you there!
  • #TMDDidYouKnow Global mobile broadband penetration beyond the 20% threshold
  • #TMDDidYouKnow In terms of data cost, 1 voice minute = 41 mVoip minutes
  • Emerging countries’ leading mobile operators charge an average 51% premium on data offers

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• Mobile operators are spending three times more on Opex than on capital expenditure
• Valuation is an art, not a science. Lessons learnt of a strategic due diligence.
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