Beyond the lease: Redefining MNO–towerco partnerships for long-term sustainability

As MNOs face intensifying financial pressures, the dynamics between MNOs and tower companies are entering a new phase. Tower leases represent one of the largest, and fastest-growing, operational expenditures for telcos, often outpacing revenue growth. While long-term contracts provide stability, questions are mounting around whether the current cost structures are sustainable in the long run. This session explores how these critical relationships can evolve to meet changing commercial realities.  

• What alternatives or hybrid models might emerge to align incentives more closely?  

• How can towercos deliver flexible, cost-efficient solutions while maintaining investor confidence and business resilience?  

• Drawing on global case studies, including renegotiated lease models, active sharing arrangements, and co-investment structure, how can both parties adapt to forge more collaborative, future-proof partnerships