Be Afraid, Carriers, Be Very Afraid

Morgan Stanley has published a very detailed report on the state of the mobile internet. Best of all, for free. (How did that happen? But then, I’m not complaining …)

Out of the hundreds of slides, I’m quoting two which speak for themselves. Notice that ARPU is going down at the same time many markets are saturating and new competitors show up. Be afraid, carriers, be very afraid.