Just how much of a problem is Facebook for the operator industry?

A thought-provoking research note from the team at Strand Consult:

People who believe that Google is currently the biggest threat to mobile operators may not realise exactly how much time mobile customers are using on Facebook and how Facebook is currently changing the way over 800 million people communicate on a daily basis. The biggest difference between Facebook and Google is that Facebook is a communication tool that people use to keep in touch with their family and friends every day.

via Facebook is killing the mobile operators' SMS traffic and revenue..