Contenu connexe Similaire à The Data Tsunami - Spectrum Allocation, Infrastructure Sharing and Industry Consolidation. London, March 2014 (20) Plus de Coleago Consulting (16) The Data Tsunami - Spectrum Allocation, Infrastructure Sharing and Industry Consolidation. London, March 20141. The Data Tsunami
Spectrum Allocation, Infrastructure
Sharing and Industry Consolidation
2. Mobile data traffic is doubling every two years
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Source: Ericsson (November 2013)
3. Smartphones and LTE drive traffic growth
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Global subscriptions (m)
Source: Ericsson (November 2013)
61%
Source: Ericsson (November 2013)
87%
4. Traffic growth varies between regions/markets
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5. 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
$
Costs
Revenues will not keep pace with
costs
Engage Managed Service providers,
particularly for cloud
Share network infrastructure
Merge or acquire
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Time
6. Network sharing – 200% growth in 4 years
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Source: Coleago
2001-09 deals
2001-14 deals
+200%
7. 2014 – an uptick in MNO in-market M&A?
In-market MNO M&A transactions
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Source: Coleago
8. Regulators have a difficult balancing act
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Clarity
Stability
9. 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!
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10. Key messages
Data traffic will increase dramatically
Costs
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$
Time
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
11. Thank you
Director
Coleago Consulting Ltd
Director
Coleago Consulting Ltd
This presentation and our white papers re Spectrum, Network Sharing and
Transaction services will be available to download from TMT shortly after this
conference.
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Chris Buist
+43 664 352 1068
chris.buist@coleago.com
www.coleago.com
Scott McKenzie
+44 7825 294 576
scott.mckenzie@coleago.com
www.coleago.com