A month ago, ABI Research forecasted that "In 2016, mobile network operators will spend more than $1.8 billion on web/video optimization" (here).
While I do not have the report itself, I can see that Flash Networks, a major optimization player, is missing from specialists list and as well as the video caching/CDN vendors. I believe that getting content closer to the user technology will prevail, while other content manipulation/optimization techniques will be supersede by the client/server logic and pre-optimized content.
See "Mobile network optimization / self-organizing network (SON) market nearing $3B by 2015" - here.
*Specialist vendors: Actix, Aricent, Arieso, Ascom, Astellia, Axis Technologies, Bytemobile, Celtro, Commsquare, Eden Rock Communications, Infovista, InterDigital, Intucell, Mentum, Newfield Wireless, Plano Engineering, Reverb Networks, Schema, Symena, Theta Networks, TTG International, Tulinx, Vector, and Xceed Technologies
** Tier 1 mobile infrastructure vendors with mobile network optimization tool: Alcatel-Lucent, Ericsson, Huawei, Nokia Siemens Networks, and ZTE