Eli Novershten from Canaan Israel office was at GSMA last month, and has shared his takeouts from the conference. I hope it is useful. Please use the fullscreen mode at bottom right of the widget for clarity.

It seems that cell phones are beginning to come across as a shock to mobile telecom companies! The manner in which non-telecom companies are able to stretch the envelope on an essentially telecom device has made them sit up and watch. Be it the iPhone, or other areasin entertainment, advertising, and so on (typically not within a telco competence set.) There is a catchup play here. Equally strong is the shift away from newer infrastructure, especially as many telcos, especially in Europe, have struggled to reap gains from their cutting edge infra investments over past few years.