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5G Capex: Co-Investment Models for Telecoms Operators

Published: | Analysys Mason | 40 Slides | Delivery time: 1-2 business days


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5G Capex: Co-Investment Models for Telecoms Operators
Published: September 10, 2021
Analysys Mason
Content info: 40 Slides
Delivery time: 1-2 business days
  • Description
  • Table of Contents

"Co-investing with many parties will make 5G ROI achievable for operators, but this brings its own risks."

Operators are facing significant capex bills to migrate to 5G standalone and to expand their networks. Return on investment (ROI) will be challenging unless they share the cost with other operators, and increasingly with non-telecoms investors such as hyperscalers. Despite the risks, sharing models could save operators a collective USD249 billion over the 5G deployment cycle.

This report answers the following questions.

  • What will be the cost of investing in RAN, fibre and cloud infrastructure to support advanced 5G in the 2020s?
  • How much capex can operators save if they co-invest with other parties, or rely on wholesalers and neutral hosts?
  • Which companies will be the best co-investment partners to provide significant resources without depriving the operator of its place in the 5G value chain?
  • What are the main risks of co-investment and network sharing, and how can these be mitigated?

Operators can save by sharing costs but their partnership options
will depend on their business model

Table of Contents

  • Executive summary
  • Research overview
  • Network migrations drive operators to assess sharing models
  • Co-investments with other operators and new investors
  • Hyperscalers as partners and retaining a place in the value chain
  • Appendix
  • About the authors and Analysys Mason