Broadcasting And Mobile Towers - Analysys Mason

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24ContentsMarco 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
USD per year (thousands)African TowerCo 1African TowerCo 2SBAATCCBWKEEast Europe TowerCo 2015East Europe TowerCo 2011ITEast Europe TowerCo 2015 discountEast Europe TowerCo 2011 discountMGGTLAfrican TowerCo 3Pricing considerations for tower companiesRental fees typically follow price escalationmechanisms outlined in binding contracts4035302520151050Rental fees for anchor tenantsvary between markets……with escalation mechanisms in place asper the colocation contractsEasternEuropeTower companiesAfrican125African2Inflation Exchange rate Fuel cost ARPU Emerging marketsDeveloped markets21454-482Source: <strong>Analysys</strong> <strong>Mason</strong>, operator reports
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 and 22: % of sites% of sites% of MTN sites%
Page 23: Tenancy ratio for tower companiesEs
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
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Broadcasting And Mobile Towers - Analysys Mason

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