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Inside Telecom vårkonferanse 06.05.19Helene Holand
Infrastructure – sharing is caring?
The Power of Towers
«Infrastructure sharing is, by necessity, a growing trend in telecoms» DNB Markets, March 2019
Scale benefits Specialization and efficiency gains
Financing and valuation arbitrage
1 2 3
3
Carve-out operator-led
TowerCo
2
3
4
Spin off towers
Create RAN JV
Create 5G InfraCo
1
4 mainstrategic choices
WORLD
Total towers : ~ 4.4 mill
Independent towercos: 67%
USA
Total towers : ~ 140,000
Independent towercos: 82%
EUROPE
Total towers : ~ 600,000
Independent towercos: 12%*
CHINA
Total towers : ~ 1.2-2 mill
Independent towercos: 100%
Source: TowerXchange, DNB Markets, Atlantic ACM
Infrastructure convergence may expand the market for towercos
Source: TowerXchange, DNB Markets
Fiber(xHaul)
Hybrid Cloud
Centers
Towers
Small cells
MobileEdge Cloud
Digital Infrastructure Convergence
