RANsharing: opportunity or threat?
Ensuring all stakeholders share in the efficiencies created by active infrastructure sharing
RANsharing could be the next generation of infrastructure sharing, unlocking even greater capex and opex efficiencies than tower sharing. In order for the adoption of RANsharing to progress as swiftly as possible, every stakeholder should benefit from those efficiencies.
For example, independent tower companies have paid US $billions to acquire passive infrastructure from MNOs. The success of the towerco business model is predicated on tenancy ratio and tower cash flow growth. If antennas are to be shared instead of multiple antennas added to towers, where does that leave the towercos? This article explores different RANsharing business models, and seeks a win-win scenario where MNOs, towercos and equipment manufacturers all benefit from active infrastructure sharing.