Tuesday, May 15, 2012

von MALTZAHN Andreas, PAGES Mar, PAMIAS Alberto, SADOULET Loïc
D-20: Rising Stars in the Telecom Space
INSEAD Working Paper 2012/52/EPS

The key objectives of this white paper, a joint effort between INSEAD and Delta Partners, are to:Define the core 20 markets that present the next wave of growth for the mobile telecommunications industry ; to Describe the key industry shifts taking place within these markets and define different paths towards maturity Cluster these markets to identify similarities, opportunities and challenges for operators as well as for investors. Despite the fundamentally similar business models, telecom operators in emerging markets are not likely to follow the same growth and development path their developed market counterparts took. Differences in competition, regulation, access to technology and services will shape their "way to maturity" in different ways, facing new challenges as well as creating interesting opportunities.