Digital infracos are emerging as cousins of towercos. Where the towerco focused on macro, ground based towers and coverage, digital infracos focus on street furniture, in-building solutions and Wi-Fi. The two asset classes are not mutually exclusive, and there is much commonality in terms of business models and value drivers. But how do we understand and evaluate the business of a digital infraco through the familiar lens of how we might understand and evaluate a towerco?
Defining ’digital infracos’
We recognise an emerging new class of digital infracos specialising in the provision of high quality, reliable cellular and Wi-Fi coverage in landmark buildings, private enterprises and public spaces, both indoors and in dense-urban outdoor environments.
