Satellite direct-to-device (D2D) will make significant progress in capacity supply, cost of traffic and user performance over the next 3 years, with...
The towerco business model is widely perceived as mature, with steady cash flows and strong EBITDA margins. However, towercos’ core business...
Although the towerco business model is widely seen as mature, its core business faces significant uncertainties, including mobile network operator...
In its first earnings call on 4 August 2026, SpaceX surprised investors by providing information about the terrestrial mobile network that it...
The growth rate in mobile data traffic rose in many countries in the second half of 2025, and the early signs are that this trend has continued into...
Towercos must shift from expansion to efficiency, while safeguarding their financial performance. Workforce reduction is one of the most common...
Towercos are experiencing more modest revenue growth as M&A and build‑to‑suit activity slows. This is prompting a stronger focus on profitability...
Telecoms operators can strengthen their position in the AI value chain by focusing on three priorities: targeting location-specific demand hotspots,...
Communications infrastructure has never been more advanced. It has also never been under this much pressure. This article explores these pressures...
Towercos are shifting their focus from rapid expansion to the development of an efficient operating model for the long term. This report provides a...
