Towercos currently find themselves at a fork in the road: down one path lies a known and tested business model which builds strategic value and creates high multiples, but which also may have a limited shelf life; down the other lies an opportunity to move into exciting new verticals and become closer to their customers, but which is untested and could mean a dilution of their value proposition. For those that choose to pursue the ‘service model’ route in particular, careful investment in new technologies which will help them develop their offering and, critically, manage costs, is becoming more and more important.
Prioritising technologies for towerco investment
