Europe 2019: TowerXchange forecasts a dynamic year
Sale and leaseback, consolidation and operational complexity anticipated for 2019
Despite 5G use cases being thin on the ground, both towercos and MNOs are beginning to make significant changes to their organisations in order to position themselves to capture the nascent value in the impending ‘fourth industrial revolution’ and to minimise the cost of infrastructure rollout. TowerXchange predicts a busy 2019 for European towers, from carve outs and tower sales to a much sharper focus on managing opex through data generation and analysis. Business models will continue to multiply, with state players entering the market, MNOs creating more towercos and investors keen to deploy capital into this growing asset class.