Long-term, yes, that's basically the only thing they can do. Short-term the imbalance in ARPU between regions is massive and they can't really invest that much

Long-term, yes, that's basically the only thing they can do. Short-term the imbalance in ARPU between regions is massive and they can't really invest that much in developing nations when there's a magnitude of difference or more in between revenue, regardless of the potential user base.