Well put great summary and should be posted to the research thread.
The only thing I would have emphasised is that most OTT or premium content is through land based broadband or cable. These operators do not own a mobile network in most cases but need to compete.
We all have seen what has happened to landlines and technology such as 5g will ensure that land based internet is too slow and inflexible in future. In addition the requirement for set top box type devices will disappear as is the case with the vast majority of gaming.
Soon all the cable and set top box providers will need a mobile solution integrated into handsets or accessible via an app to be relevant.
Being positioned to deliver these solutions Enmasse is a big part of our future IMO!
Isn't it wonderful to be a shareholder?
Re: SYT General, page-444
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