Victor Yaromin’s Post

“Money makes the world go round” – and connects it. From connecting the unconnected to upgrading existing broadband networks for next generation access, continuous investments are needed to foster an inclusive access to high-quality connectivity. The new OECD report (👉 https://lnkd.in/e463FFZ8) examines current trends in financing broadband networks and their implications for the future of connectivity. It focuses on five important groups that invest in and provide funding for broadband infrastructure: 🔹 Communication operators 🔹 Tower companies 🔹 Big technology companies 🔹 Financial asset managers 🔹 Public sector The main takeaways of the report are the following: 🔹 Communication operators grew their revenues by two percent on average between 2008 and 2022, and demonstrated stable profit margins with 30% of EBITDA and 14% of EBIT while also increasing their debt levels. Continued investment appetite will also be determined by future revenue, return, and interest rate developments 🔹 Mobile network operators seek to benefit from past investment in passive infrastructure to raise capital while tower companies are on the rise 🔹 Big technology companies and financial asset managers are reshaping the communication infrastructure landscape with global investments Many thanks go to the co-authors Maximilian Reisch Hokuto Nakagawa Frédéric Bourassa Bengt G Mölleryd Pontus Mattsson Audrey Plonk Jerry Sheehan Alexia Lee González Fanfalone #broadband #connectivity #investment #communication

🌐 Ubiquitous access to high-quality #broadband #connectivity is a necessity for further digital transformation, economic growth, and productivity. The challenge lies in ensuring long-term #investments in broadband infrastructure. 📈 The new OECD report on "Financing Broadband Networks of the Future" (👉 https://lnkd.in/e-2zGJT4) examines the increasing diversity of actors in the financial landscape around connectivity infrastructure and discusses trends in financing broadband networks and their implications for the future of connectivity. It focuses on five important groups that invest in and provide funding for broadband infrastructure: 🔹 Communication operators 🔹 Tower companies 🔹 Big technology companies 🔹 Financial asset managers 🔹 Public sector ✅ Communication operators grew their revenues by two percent on average between 2008 and 2022, and demonstrated stable profit margins with over 30% of EBITDA, while at the same increasing their debt levels. Continued investment appetite will also be determined by future revenue, return, and interest rate developments 💡 Want to learn more? Dive into the full report for our policy insights: https://lnkd.in/e-2zGJT4 Big thanks go to Verena Weber, Hokuto Nakagawa, Frédéric Bourassa, Bengt G Mölleryd and Pontus Mattsson for the great work and collaboration! Audrey Plonk Alexia Lee González Fanfalone Jerry Sheehan #OECD #Broadband #Connectivity #Finance #Investment #Internet

Our CEO Rajiv Datta spoke at ISPA UK’s Business Summit alongside Andrew Kernahan, Ana Baide, Richard Allwood, Tim Creswick and Wil Wadsworth on the evolution of the fibre market. UK connectivity is at a crossroads. Though the emergence of altnets has injected much-needed competition into the market, historical underinvestment means the UK lags behind other developed economies on full-fibre broadband. Rajiv Datta said: I firmly believe that by prioritising competition, investment and innovation, policymakers can foster the development of a dynamic, consumer-centric telecoms market that will power the UK’s digital future. https://lnkd.in/eexYmnMw

Towards pro-investment market structures in the telecom sector. Europe needs to adapt the competition framework to improve the European telecom sector’s investment climate After two decades of heavy regulation on competition and prices, with ultra low stock prices massive job cuts all over European markets and a huge shift towards content networks, there’s an opportunity now to reinvest in a core market and new opportunities for telecom network providers and carriers. Telecommunications conglomerates such as Vodafone and Deutsche Telekom are trading at around 0.85 times price/fair value compared with streamlined firms such as Tele2 and BT, which are fairly valued at 0.97. Historically, conglomerates have more complicated corporate structures and lower cash flow visibility due to different market dynamics in each country and currency fluctuations. Als read this Deloitte report on European telco network investment https://lnkd.in/eiV3D7va #telecommunications #telco #carrier

🎙️ Hear Jon Freeman’s (Cellnex UK) thoughts on the Telecoms Action Plan. 📋 The plan, crafted by techUK’s Communications Infrastructure and Services Programme, reviews past policies like the 2023 Wireless Infrastructure Strategy and offers new recommendations for the new Labour government. 💡 Industry-informed, these suggestions aim to build on previous successes and complete unfinished business. ➡️ Read the plan here: https://orlo.uk/v17Mf #PolicyRecommendations #techUKFutureTelecoms __________ 𝐅𝐮𝐭𝐮𝐫𝐞 𝐓𝐞𝐥𝐞𝐜𝐨𝐦𝐬 𝐂𝐚𝐦𝐩𝐚𝐢𝐠𝐧 🛜 techUK's Future Telecoms Campaign highlights the UK’s strengths in advanced connectivity, as well as providing a collective voice to the leaders and innovators delivering the future of connectivity in the UK. techUK is shining a spotlight on the technologies, products and services that will shape the connectivity of tomorrow. We are convening members, stakeholders and innovators from across the digital infrastructure value chain to explore the service innovation that advanced networks can enable.  👉 For more information or to get involved, please visit our Future Telecoms hub:  https://orlo.uk/lu4rn #techUKFutureTelecoms ____________ 🌱 𝗝𝗼𝗶𝗻 𝗼𝘂𝗿 𝘁𝗲𝗰𝗵 𝗰𝗼𝗺𝗺𝘂n𝗶𝘁𝘆 🌍 https://orlo.uk/U2TVe

New numbers show the potential productivity savings 5G Standalone (#5GSA) could bring to UK SMEs – but as in Europe, the infrastructure roll-out is far behind where it needs to be. Getting back on track requires more support from policymakers to create a pro-investment climate for mobile. The UK Government now has an opportunity to build on its forward-thinking Wireless Infrastructure Strategy, which we welcomed last year, and help ensure Britain remains one of the top destinations for starting and scaling a digital #business. https://lnkd.in/e3pwbRqQ

Today marks the one-year anniversary of the UK government's Wireless Infrastructure Strategy Whilst we mark the progress made with the past year, urgent change in the investment environment is required if #WirelessInfrastructureStrategy targets are to be met. We have commissioned a major report that puts forward the following recommendations to balance competing demands: At a minimum, follow through on policies and actions outlined in the Wireless Infrastructure Strategy. Explore further policy actions designed to remove barriers to network rollout. Implement fiscal measures that will have a direct and immediate impact on improving Mobile Network Operator (MNO) investment outlook. Consider further actions that can be taken to support private capital being deployed in the UK by mobile operators. Take a read of the full report available here: https://lnkd.in/eZ2y6Jnt #LiveBetterConnected #Investment #Telecoms #Connectivity #BuildingMobileBritain #Innovation

For the first half of 2024, Globe Telecom has built 352 cell towers and upgraded 1,942 current mobile sites to LTE technology, continuing to make major progress in developing its network infrastructure across the country. #informationtechnology #bonds #stockmarket #stocks #finance #Business #Corporate #Corporation #Entrepreneur #Philippines #Invest #Investment #investingtips

South Africa’s telecommunications sector, from bustling cities to rural communities, is expanding at lightning speed. With the launch of commercial 5G networks and fiber reaching more homes and businesses, connectivity is at an all-time high. This boom in digital inclusion is enhancing access to education, healthcare, and financial resources like never before. Despite challenges like power disruptions and infrastructure theft, the industry is resilient and developing next-gen technologies to shape the telecom future. Read more below. #telecom #telecommunications #5G #connectivity #digitalinclusion https://hubs.ly/Q02Tp-8L0