Broadcasting And Mobile Towers - Analysys Mason

More documents

Recommendations

Info

68ContentsLluís Borrell: Broadcasting tower opportunitiesWhy?Initial considerationsTrends and challenges – impact on investment caseFuture opportunities21454-482
Trends and challenges • Impact on investment caseTrends and challenges – key issues to beinvestigated69Selected key factors Key issues RelativeimportanceRole of DTT as a platformDominant and marginal role and impact on pricingDTT/DSOMUXes (capacity)Broadcasters economics –traditional and newOver-the-top services growthValue chain positionSpectrum/HDTV/Pay DTTRadio – DABRegulatory evolutionIncumbent or challengerProgress against DSOPotential for growth or reductionPressure on number of clients and revenue per clientThreat to viability of the platform in the short or longtermRevenue and margin opportunityNeutral or potential upsidePotential for analogue radio switch-off?Potential for ex-ante or ex-post pressureExtent of reliance on incumbent networkLow21454-482HighSource: Analysys Mason
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 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 67: Initial considerations • European
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

Create successful ePaper yourself

Delete template?

Save as template?