Tarantula Insights Blog

Read about the cutting edge developments in the telecom site management space.

Tarantula attended the TowerXchange Meetup Europe 2019, held in London in the month of April, and we as a team had a chance to learn more about the latest trends in the world of telecom towers.

Carve-outs: Flavour of the year

Large telcos such as Telenor and Telia are in the process of creating separate towerco entities which will play a major role in terms of shaping the tower landscape across the region. These towerco entities are expected to focus on the efficient rollout (increased speed to market), maximising colocations (or tenancies) and building partnerships. We see this as a very positive development for the tower industry as this will favourably impact EBITDA and valuation (multiples) across the European tower sector. With 60% of Europe’s 600,000 towers still MNO-captive, carve-outs will be instrumental in unlocking tremendous value and bridging the ‘valuation multiple’ gap between Europe and US.

Towers++ paving the way for 5G

Instead of macro towers and rooftops, the buzzwords were smart poles, multi-tenant DAS (Distributed Antenna System), microcells and small cells. These new structures are being deployed in significantly higher volumes to lay the foundation for the 5G ecosystem which will enable not only interconnection of multiple gadgets and machines (machine-to-machine) but also constant streaming of high quality and high bandwidth data (rich content, machine learning/interaction). Tarantula spoke to several tower operators during the event, and it is clear that all players are focusing more on deploying these new structures.

Certain tower operators are diversifying further by catering for 5G backhaul, testing multi operator small cells and exploring IoT network services.

Digitization and Automation

A number of tower operators highlighted the importance of having the “right systems and platforms in place” to perform the “right level of asset management” for revenue assurance. A few tower operators are also open to transforming their entire IT landscape in order to ensure the right level of standardisation, automation, efficiency and tracking that will be required to manage a growing portfolio with multiple types of structures and related processes, assets, leases and contracts.

Tarantula was a Silver Sponsor at the TowerXchange Meetup Europe 2019 event.

 

Leave your comment

Recent Posts

Top 10 must-have features for an effective site management platform

So, you own or operate a telecom site portfolio or have already secured an order to start rolling out sites in the near future. Alternatively, you are thinking of carving out your ...

TowerXchange Meetup Europe 2019 key takeaways

Tarantula attended the TowerXchange Meetup Europe 2019, held in London in the month of April, and we as a team had a chance to learn more about the latest trends in the world of ...

Meet Tarantula at TowerXchange Europe Meetup 2019

Tarantula is proud to participate in the TowerXchange Europe Meetup 2019 as a silver sponsor. The meetup is scheduled to be held on 9 – 10th April 2019 at the Business Design ...