Operators’ network spending is evolving and towercos should consider how to best address it
Guest insights from Analysys Mason's Alessandro Ravagnolo
Towercos are making a cautious rush towards diversification
There is a recurring debate within the tower industry regarding whether, and how far, towercos should diversify into adjacent or even totally new businesses. Publicly, towercos express their enthusiasm about differentiation, and some of them are proud to define themselves as all-around netcos or infracos to highlight their wider remits. However, towerco leaders show more caution behind the scenes. They recognise the multi-faceted nature of the discussion and understand that it has implications for the identity of their organisations. Management, investors and other stakeholders may have different priorities and opinions regarding towercos’ future roles in the digital infrastructure ecosystem.