Broadcasting And Mobile Towers - Analysys Mason

More documents

Recommendations

Info

% of Vodafone sites% of sites% of sites% of Vodafone sites5kTenancy ratio for tower companiesThe attractiveness of the sites in a tower company’sportfolio is a key factor in tenancy ratiosTower company vs. Operator 2 sitesin main city in AfricaDistance from tower company’s sites to the nearestOperator 2 sites in main city in Africa (km)20%16%12%8%4%0%2%18%16% 16%14%12% 12%8%4%48% within400m0% 0% 0% 0% 0% 0% 0% 0% 0% 0%22TowerCoOperator 2Tower company vs. Operator 4 sitesin main city in AfricaTowerCoOperator 4Distance from tower company’s sites to nearestOperator 4 sites in main city in Africa (km)20%16%12%8%4%0%2%14%12% 12%10%10% 10% 10%8%4%10%34% within400m0% 0% 0% 0% 0% 0% 0% 0%21454-482
Tenancy ratio for tower companiesEstimating site demand requires complexmodellingCalculated for each year from 2011 to 20202G spectrumallocations23Population bysettlementPenetration bygeotypeMarket shareby operatorSubscribers bysettlement andoperator2Gsubscribers bysettlement andoperator3Gsubscribers bysettlement andoperatorCalculated once only, then phased by yearCell radius bytechnologyand frequencybandEstimatedradius bysettlementSites requiredby settlementfor blanketcoverageAnnual rolloutprioritised byun-servedpopulation2G usage bygeotype andoperator2G usage bysettlement andoperator3G usage bysettlement andoperator3G usage bygeotype andoperator2G sitecapacity byoperator2G capacitysites requiredby settlementand operator3G capacitysites requiredby settlementand operator3G sitecapacity byoperator3G spectrumallocationsTotal capacitysites requiredby settlementand operatorMaximum ofcapacity andcoverage sitesExistingtowers byoperator andsettlementOwn sitesavailable bysettlementAnnual towermarket shareby settlementAllocate co-lotenants bytower marketsharesSplit B2S sitesaccording totower marketsharesCalculatetenancy ratiosper settlement21454-482Source: <strong>Analysys</strong> <strong>Mason</strong>
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 and 10: Drivers of demand for sites • Reg
Page 11 and 12: Supply of towersBesides self-build,
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: % of sites% of sites% of MTN sites%
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
Page 61 and 62: Initial considerations • European
Page 69 and 70: Trends and challenges • Impact on
Page 71 and 72: Penetration as % of TV setsTrends a
Page 73 and 74:
Trends and challenges • Impact on
Page 75 and 76:
Trends and challenges • Impact on
Page 77 and 78:
Consumption of online video vs TV (
Page 79 and 80:
79ContentsLluís Borrell: Broadcast
Page 81 and 82:
Future opportunitiesDivestment and
show all

Broadcasting And Mobile Towers - Analysys Mason

You also want an ePaper? Increase the reach of your titles

Delete template?

Save as template?