Broadcasting And Mobile Towers - Analysys Mason

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DiscountOperator AOperator BOperator COperator DOperator EOperator FOperator GOperator HPricing considerations for tower companiesAdditional tenants often pay lower prices thananchor tenants due to building costs16%Benchmarks for discounts for additional tenants15%2614%13% 13%12%11%10%8%6%8%8%7%6%5%7% 7%4%3%2%0%Discount for 2nd operatorDiscount for 3rd operator21454-482
Pricing considerations for tower companies3G/4G colocation may result in a small revenueupside but typically no increase in tenanciesExamples Pricing structure Effect onrevenuesEast Europeantower companyAfrican towercompany 1African towercompany 2Indian towercompany• One base fee accommodates six antennas for both 2G and 3Gtechnologies for ~USD1550 per month• One base fee accommodates three antennas only for 2Gtechnology for ~USD2800 per month• Additional ~USD800 per month to accommodate threeadditional antennas for both 2G and 3G technologies• Anchor tenant base fee accommodates three antennas for~USD3000 per month and right to install additional equipmentat no extra charge• Base fee accommodates 2G technology for ~USD650 permonth• Additional ~USD110 per month for an overlay 3G BTS3G operators are not likely to pay standard monthly rentals for an overlay 3G networktherefore incremental revenues from new technologies are likely to be small2721454-482
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 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 and 24: Tenancy ratio for tower companiesEs
Page 25: USD per year (thousands)African Tow
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 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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