TowerXchange fields an ever-increasing volume of calls from investors wanting our view of the tower market in a particular region, or the investibility of a particular towerco. One question the investors always ask us about is the appetite of towercos for provision of infrastructure and infrastructure services beyond towers – and most of the time we have to manage their expectations. Last mile fibre, backhaul services, microcells, small cells and DAS, even power services might be opportunities for the future, but most towercos remain focused on the core tower business.
There are a few market-making visionaries who propose a more diversified set of end to end services and infrastructure provision, but perhaps the most complete vision beyond the tower is found at Viom Networks, specifically within their ‘Viom Next’ team.
