delta partners outline emergence of the global telecom market
delta partners releases white paper on the emergence of global industry titans and implications for key market players
Delta Partners, the leading telecom advisory and investment firm based in Dubai, has just released a white paper titled: ‘The Emergence of Global Industry Titans and Implications for Emerging Market Players’. The paper discusses the development of the global telecom sector and the potential for further consolidation in the industry, as well as the increasing levels of globalization in the telecoms world.
“The telecoms sector is fast becoming a truly global industry, similar to the financial services sector in the last decade,” says Kristoff Puelinckx, Managing Partner Delta Partners and co-author of White Paper. “Operators start to realize it is possible to run the business on a global level. Shareholders constant demands for new growth markets will make this globalization trend almost inevitable. With operator cash positions improving, the question seems no longer if it will happen, just when and who will start this trend,’ adds Puelinckx.
The paper outlines five categories of telecom players, clustered by size, footprint and hunger for expansion. The key operators are made up of the Global Titans, European Indecisives’, Asian Tigers, Emerging Challengers and National Players. The paper emphasises the relevance of understanding these trends and specifically the implications for operators in the Middle East and Africa. As more and more regional operators are drafting their own international expansion agenda, understanding and war gaming the plans of the global titans seems key.
“Regional operators will need to decide on their future direction and vision, and ask what type of operator they want to become,” says Puelinckx. This requires a conversation between management and shareholders as buy or being bought seem the only true alternatives. Both are valid strategies that if are followed consciously can maximize shareholder value.”
