Towercos must shift from expansion to efficiency, while safeguarding their financial performance. Workforce reduction is one of the most common...
Towercos are shifting their focus from rapid expansion to the development of an efficient operating model for the long term. This report provides a...
Operators have long fixated on EBITDA margins, and this shows no sign of abating. However, this focus may be working against the long-term interests...
On 5 May, Vodafone announced that it had agreed to buy Hutchison’s 49% stake in VodafoneThree in the UK. The deal is the latest in a series of...
In this podcast, Analysys Mason’s experts discuss why lower EBITDA margins for business divisions may not indicate poor performance, and they...
It is strategically important for the telecoms industry to understand the financial performance of fibre operators, since these operators are...
The gap between business and consumer divisions appears to be growing, at least when measured by traditional indicators, such as EBITDA per employee...
TIM Brasil’s repurchase of its fibre carve-out I-Systems is one of a number of asset repurchases in fibre and towers. We assess whether this is...
In this podcast, Research Partners Caroline Gabriel, Chris Baugh and Tom Rebbeck discuss the key topics that we will cover in our research in...
Many customers already have unlimited mobile data plans and sufficient fixed broadband speeds. What can an operator sell to a consumer who already...
