The document discusses the growing trend of mobile enterprise platforms and opportunities in this area. Key points include:
- The mobile ecosystem is undergoing major shifts that are affecting network providers and over-the-top content providers. Mobile data traffic now exceeds voice traffic.
- Mobile and fixed telcos have lost control over value-added services to companies like Apple, Google, and Facebook. They must transform or risk becoming "dumb pipes."
- The "appification" of business processes through mobile enterprise platforms represents a major new opportunity, though the market remains early.
- Device makers, network operators, software companies and integrators are all competing to sell mobile platforms to enterprises. Consolidation is expected.