The Data Tsunami - Spectrum Allocation, Infrastructure Sharing and Industry Consolidation. Dubai,...

The Data TsunamiSpectrum Allocation, Infrastructure Sharing and Industry Consolidation

Mobile data traffic is doubling every two years

© Copyright Coleago 2014

TMT Finance & Investment - MENA 2014 - Dubai 1

Source: Ericsson (November 2013)

Feature/Basic Phone

Smartphone

-

500

1,000

1,500

2,000

2,500

3,000

2011 2012 2013 2014 2015 2016 2017 2018 2019

Feature/Basic Phone Smartphone Mobile PC/Router/Tablet

Smartphones and LTE drive traffic growth




Central Europe, Middle East & Africa subscriptions (m)

49%


81%

Traffic growth varies between regions/markets



Global mobile traffic (monthly ExaBytes)

Operators need to act now

Increase capacity and bandwidth to respond to

demand

Re-farm spectrum

Add small cells

Invest in transmission

More spectrum

Introduce LTE and LTE-A

Increase revenues?

Data tariffs that reflect bandwidth and volume needs

New services

Superior network performance

Better customer segmentation

Better churn management

Revenues will not keep pace with costs

Engage Managed Service providers, particularly for

cloud

Share network infrastructure

Merge or acquire



$

Time

Costs

Network sharing – 200% growth in 4 years



Source: Coleago

2001-09 deals

2001-14 deals

+200%

2014 – an uptick in MNO in-market M&A?



In-market MNO M&A transactions

Source: Coleago

Regulators have a difficult balancing act



Clarity

Stability

How Coleago helps operators



Spectrum services

Spectrum strategy, valuation and auction support

More than 50 projects worldwide, on every

continent

Transaction services

Strategy and business planning

Information Memorandum

Due diligence

Implementation planning/execution

More than 20 projects to date

Network sharing services

TowerCos, active, passive and spectrum sharing

End-to-end from strategy through to transformation

Projects completed in 8 markets

We've written the book!

Key messages



Data traffic will increase dramatically

$

Time

Costs

EBITDA will be squeezed and ROI

will fall unless operators act now

Sharing and consolidation will

change the face of the industry

Coleago helps operators respond to these challenges

Thank you

This presentation and our white papers re

Spectrum, Network Sharing and Transaction

services will be available to download from TMT

shortly after this conference.



Chris Buist

+43 664 352 1068

[email protected]

www.coleago.com

Director

Coleago Consulting Ltd

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