North and South America Fibercos and Towercos Market Dynamics and Opportunities

North and South America Fibercos and Towercos Market Dynamics and Opportunities

Summary

North and South America Fibercos and Towercos Market Dynamics and Opportunities, a new Telecom Insider Report by GlobalData, provides an executive-level overview of the fiberco and towerco state of play, developments, and strategies, including in the context of 5G and fiber network deployments. This report highlights the main drivers for the emergence and growth of towercos and fibercos in the Americas, gives an overview of the key models for towercos and fibercos in the region, deep dives into the latest developments and regional trends in the towerco/fiberco space, and provides an overview and set of recommendations on the positioning and future growth strategies that the different types of towercos/fibercos (e.g., pure-play and telco-led) can adopt.

The report analyzes the key themes and market direction around fibercos and towercos in the Americas. It also provides fibercos, towercos, telcos, and ICT vendors with guidance on best practices related to the fiberco and towerco market. It gives telcos insights and best practices into the key drivers and considerations to have when entering the market - e.g., when spinning off their assets into a separate company, or thinking about fully selling their assets to existing fibercos/towercos.

The report reviews the strategy regarding the creation of fibercos and towercos to monetize assets, cut capex, and help fund the rollout of 5G and fiber networks. It also provides details on several fiberco and towerco key players, their evolution, and their growth strategies. The case studies section examines selected fibercos and towercos, providing context and background to their creation, how they scaled up, and the evolution of their growth strategy. The report concludes with key takeaways and recommendations for players in the fiberco and towerco market or companies considering a future market entry.

Section 1: Fiberco & Towerco Key Models, Drivers, and Market Trends in the Americas: this section provides a brief description of the different models of fibercos and towercos in the Americas, the primary drivers for the creation of such companies, and fiberco and towerco regional trends.

Section 2: Fiberco & Towerco Latest Developments in the Americas: this section provides an overview of the latest developments in the fiberco and towerco market in the Americas including telcos splitting their assets into separate fibercos/towercos, M&As, joint ventures, IPOs, and new entrants.

Section 3: Case Studies: this section examines three market players' strategies, providing context and background to their creation, how they scaled up, and the evolution of their growth strategy.

Section 4: Key Takeaways and Recommendations: this section provides a summary of key takeaways and recommendations for fibercos, towercos, telcos, and ISPs and a summary of expected market opportunities and growth directions.

Scope

• Telcos have been moving to satisfy the increasing demand for reliable high-speed broadband with expanded fiber investments.
• Fiber and tower assets are increasingly valuable sources of telco funding for reinvestment. Telcos have a diverse set of options when it comes to monetizing their fiber and tower assets.
• In light of these investments and regulatory coverage imperatives in 5G and FTTH/B, telcos are turning to fibercos and towercos to spur their network expansions and asset monetization.
• Pure-play fibercos and towercos have also been contributing to the dynamic infrastructure market.
• Fibercos and towercos are likely to become increasingly prevalent as time goes on with further opportunities in mobile edge computing, small cells, and data centers.

• The report offers a comprehensive and detailed understanding of the models and drivers of fibercos and towercos in the Americas.
• The report describes the strategies and investments that fibercos, towercos, and telcos are taking to remain competitive in an increasingly densifying market - especially in relation to 5G and FTTH/B rollouts.
• The report provides an overview of current strategies pursued by fibercos, towercos, and telcos, as well as future growth opportunities.
• The report will help telcos, fibercos, towercos, regulators, governments, institutional investors and telecom executives craft adapted strategies and policies to seize the opportunities offered by the fiberco/towerco space, including asset monetisation, spurring broadband coverage targets, funding next technology generation deployments, and positioning for growth in new areas including edge computing and IoT.

Companies Mentioned

America Movil
Telesites
Telxius
Telefonica
IHS Towers
Skysites
Tillman Infrastructure
American Tower
FiberCo
TIM Brazil
Arsat
Crown Castle
Wilcon
Lightower
Kio Networks
InfraCo
KKR venture capital
PangeaCo