Chat Apps Are Not The Competition

Saw this article at E27. Basically, Globe, or at least its consumer services, is saying that messaging systems based on data (such as LINE, WhatsApp, Viber, etc) is not the competitor of carriers. And that would be correct. Mobile carriers traditionally offer voice, SMS, and data. On top of these basic services is a whole world of additional services. Globe is stating that they are competing on these services via price innovation (if you can call it that) and not on additional services such as messaging systems. Not on technology innovation. Clearly Globe is stating that it is a mere mobile carrier period. Not a communication company, not a technology company. No wonder GLO, although relatively high, is so unexciting.