Mobile operators in many developed markets are finding that their revenues from traditional communications services are coming under sustained pressure from the onslaught of “free” alternatives from over-the-top IP-based messaging and voice providers (OTTs). KPN Mobile, Vodafone, Deutsche Telekom and, most recently, China Mobile have all indicated that their voice and messaging revenues are either already in decline or potentially at risk from their subscribers’ adoption of OTT services.
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Will regulators ever be able to catch up with the rate of change in the telco/tech industry?
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