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Towerco keynote: Where is the next wave of value creation for the towerco model?
The golden age of major tower M&A is drawing to a close across much of the globe, new builds are slowing, and lease rates are under pressure. MNO consolidation, active sharing, and high interest rates are squeezing margins, while towerco investors hesitate to back bold diversification. In this session, we explore how towercos can shift from passive rent collectors to active value creators in this new, more mature world:
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What are the unmet needs or pain points of MNOs that towercos could address?
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Which adjacencies meet the risk and reward profiles for investors?
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What opportunities could changes in network architecture unlock?
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Are there alternative customer bases that could contribute to significant growth?
