The impact of 6G on towercos

19 June 2026 | Research and Insights, Strategy, Transaction Support

Alessandro Ravagnolo | Caroline Gabriel

Report | PDF | Digital infrastructure


Telecoms tower image

Analysys Mason's digital infrastructure experts assess 6G's evolving roadmap and how it will likely impact towerco’s main demand drivers: new spectrum bands, antenna configurations, site densification and the master service agreement terms that decide whether the new RAN technology can offer commercial upsides. 

The report answers the following questions: 

  • Will 6G drive a significant increase in new outdoor macro sites?
  • When are 6G deployments likely to start affecting towercos in a meaningful way?
  • Which spectrum frequency will be adopted for 6G?
  • How will 6G affect demand for densification and roll-out of new mobile points of presence?
  • What impact will 6G have on RF antenna configurations on site?

This is essential reading for towercos developing their 6G commercial strategy; for financial sponsors and lenders evaluating how new RAN technology will affect the towerco business case and valuations; and for telecoms operators seeking a view on how 6G will affect their future network density requirements. 

Hear the authors share their insights in this accompanying podcast: What should towercos expect from 6G?

Authors

Alessandro Ravagnolo

Managing Partner, Co-Head of Transaction Practice

Caroline Gabriel

Partner, expert in communications infrastructure and networks