Increased digitisation means using and processing personal data has become part of many companies' daily routine. However, many countries have put restrictions on the free flow of data, with privacy, security, surveillance and protectionism core reasons for these restrictive measures. We expect greater focus to be put on free data flows as part of free trade agreements, as well as its impact...
FreedomPop's new low-cost, Wi-Fi centric own-brand phone will help it stand out in the UK's crowded MVNO market and win budget-conscious customers. While its freemium model is not new, it does place additional downside risks on margins as the threat of higher roaming costs with EU states becomes more tangible.
Breaking up and selling Telekom Romania will be a quick-fix solution to Deutsche Telekom's exposure to the Greek financial crisis, benefiting Orange and RCD&RDS. The latter would need to offload duplicated mobile assets, providing an opportunity for a new player, but risk-averse new entrants will be hard to come by.
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Thanks, BMI Research