The higher data speed offered by 4G/LTE services is widely expected
to boost mobile data usage. The launch of tiered data plans has given
rise to optimism that operators can monetize this data opportunity and
substantially drive ARPUs higher. However, we believe the emergence of
innovative OTT applications and more ubiquitous WiFi technology could
challenge the traditional mobile service provider model and cap the
upside on ARPUs.
Industry watchers expect the increase in mobile connection speeds (as
we transition from 3G to 4G) and the...