Understanding The Carrier-Neutral Market (And Why Revenues Will Pass $40B This Year)

Posted by Matt Walker  on December 11, 2017

MTN Consulting has just published a “Market Review” of the carrier-neutral network operator (CNNO) sector. The report assesses the key role that these tower, data center, and bandwidth specialists are playing in the downsizing of the telecom sector. While ma... READ MORE

Tag(s): Capex, Data centers, Telcos, Fiber optics, Infrastructure sharing, Cell towers


Indian Operators Divesting Tower Assets To Raise Cash

Posted by Matt Walker  on November 2, 2017

Faced with tough competition and high debt, Indian telecom operators are spinning off their tower assets to investors or independent tower companies to improve their financial situation. The 2016 sale of Tata Teleservices’ tower business (Viom) to ATC, an... READ MORE

Tag(s): Capex, Regulations & policy, M&A, Mobile broadband, Telcos, Infrastructure sharing, Cell towers, India


Communications Sector M&A Dominated By Infrastructure In 3Q17

Posted by Matt Walker  on October 18, 2017

October’s seen a few mergers already, including Airtel-TTSL, a tower sale by Zain and the long-rumored Sprint-T-Mobile transaction (confirmed yesterday). Some interesting deals came out of 3Q17 too, especially in infrastructure markets.63 M&A transactions announced, includi... READ MORE

Tag(s): Data centers, M&A, Telcos, Fiber optics, Infrastructure sharing, Cell towers


India’s RCom Under Pressure After Its Failed Merger With Aircel

Posted by Matt Walker  on October 12, 2017

Reliance Communications’ (RCom) long-planned merger with Aircel, part of Maxis, fell apart last week in the face of legal and regulatory hurdles. This news comes as multiple operators in India are struggling with debt and declining margins. Both RCom and Aircel f... READ MORE

Tag(s): Capex, Earnings, M&A, Mobile broadband, Telcos, Infrastructure sharing, Cell towers, India


Rocky path ahead for China Tower as it looks to go public

Posted by Subramanian Venkatraman  on July 10, 2018

Mobile tower infrastructure provider China Tower has won approval in Hong Kong for an IPO in what bodes to be the largest IPO in Hong Kong since 2010. Speculation is rife that the IPO could raise up to $10 billion for China Tower. That’s over twice the IPO of Chin... READ MORE

Tag(s): Regulations & policy, Cell towers, China, IPO


Mobile operators & towers: to own or not?

Posted by Matt Walker  on September 20, 2017

Over the last few years, the independent tower sector has grown dramatically. Much of the growth has come from asset spin-offs: a mobile operator sells some portion of its towers to a specialist, in exchange for cash and a commitment to lease the towers back. The logic is simp... READ MORE

Tag(s): Telcos, Fiber optics, Cell towers, , Small cells