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Telcos explore asset monetisation through EV charging and 5G drone management to offset declining roaming revenues.
Eduardo Fichmann · Factory Capital — Operating PartnerPeriod: August 20238 min read
Last updated
Equity raise completed by eSIM-based startup Airalo
BT street cabinets suitable for EV charging upgrades
This report analyses the strategic shifts in the European telecommunications sector as traditional roaming revenues face disintermediation from eSIM startups like Airalo, which recently secured a $60M equity raise. Operators are responding by monetising legacy infrastructure, such as BT Group's plan to convert up to 60,000 street cabinets into EV charging points. Additionally, the report examines the emergence of 5G-based drone air traffic control and significant industry consolidation, including the proposed Orange-Masmovil merger in Spain and the Vodafone-Three merger in the UK.
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