Broadcasting And Mobile Towers - Analysys Mason

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10ContentsMarco Cordoni: Tower market demand and supplyDrivers of demand for sitesSupply of towersTenancy ratio for tower companiesPricing considerations for tower companiesCost considerations for tower companies21454-482
Supply of towersBesides self-build, towers can be shared betweenMNOs or sourced from tower companiesRegionNorthAmericaEuropeLatinAmericaMiddleEastAfricaSharing between operators (JV)Outsourcing to tower companiesExamples Degree Examples Degree• Not prevalent• Telefónica O2 and Vodafonein Germany, Ireland, Spainand the UK• Ecuador• Multiple deals in Kuwait,Qatar and UAE• Agreements in Kenya,Morocco and South Africa• Prevalent ownership of tower assets byindependent tower companies• The tower company model, althoughimportant, is not as prevalent as in the USA• Independent tower companies in Brazil andMexico• Not prevalent• Increasingly dominant in Nigeria, Tanzania,Ghana and South Africa11Asia &Pacific• Three mobile operators inChina share cell-sitefacilities• Strong in Australia, India and Indonesia.Bangladesh, Bhutan, Nepal and Pakistan arefollowing India’s independent TowerCo modelKey:Nil Low Medium Medium-High High21454-482
Page 1 and 2: Broadcasting and mobile towers: key
Page 3 and 4: 3Briefing agendaMarco Cordoni: Towe
Page 5 and 6: Market demand for towersThe demand
Page 7 and 8: Drivers of demand for sites • Tec
Page 9: Drivers of demand for sites • Reg
Page 13 and 14: Supply of towers • CommercialAn M
Page 15 and 16: Supply of towers • RegulatoryTowe
Page 17 and 18: Supply of towersComplexities of neg
Page 19 and 20: 19ContentsMarco Cordoni: Tower mark
Page 21 and 22: % of sites% of sites% of MTN sites%
Page 23 and 24: Tenancy ratio for tower companiesEs
Page 25 and 26: USD per year (thousands)African Tow
Page 27 and 28: Pricing considerations for tower co
Page 29 and 30: 100%90%80%70%60%50%40%30%20%10%0%Co
Page 31 and 32: Valuation per Tower(USD ‘000)Optu
Page 33 and 34: 33ContentsTerry Norman: Facts and f
Page 35 and 36: Revenue per gigabyte(USD)Traffic (P
Page 37 and 38: Billions (USD)Billions (USD)The cos
Page 39 and 40: 39ContentsTerry Norman: Facts and f
Page 41 and 42: Cost savings through network sharin
Page 43 and 44: Percentage savingPercentage savingC
Page 45 and 46: Site countPercentage of poulation c
Page 55 and 56: Analysys Mason Research55We offer a
Page 57 and 58: 57Briefing agendaMarco Cordoni: Tow
Page 59 and 60: Why?Broadcasting tower investments
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Initial considerations • European
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Trends and challenges • Impact on
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Penetration as % of TV setsTrends a
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Consumption of online video vs TV (
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79ContentsLluís Borrell: Broadcast
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Future opportunitiesDivestment and
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