Question 1

How is satellite technology changing for standard IoT devices?

Accepted Answer

New LEO satellite configurations now allow standard 5G NB-IoT devices to connect directly to space without the need for specialized gateways. This technological shift supports Sateliot’s aggressive financial targets of EUR 1B in turnover and EUR 370m in EBITDA by 2026.

Question 2

Are data centres moving away from major capital cities?

Accepted Answer

Infrastructure investment is decentralizing toward Tier 1 regional hubs, evidenced by a massive 42MW data centre development in Barcelona on a 60,000 m2 land parcel. Digital Realty has already validated this trend by securing an initial 15MW entry capacity in the same market.

Question 3

How can telcos generate new revenue from their old exchange buildings?

Accepted Answer

Operators are partnering with hyperscalers like AWS to deploy edge computing infrastructure within legacy exchanges, as seen with BT’s Wavelength deployment in Manchester. This strategy transforms underutilized real estate into high-margin 5G monetization hubs.

Question 4

What is the current outlook for tower company valuations?

Accepted Answer

Rising interest rates are placing downward pressure on valuations, forcing tower companies to pivot toward land ownership and asset-sharing synergies to maintain margins. This shift is critical for the AU/NZ market, where all major mobile operators divested their tower assets within a rapid 12-18 month window.

Monthly Europe Telco Roundup – May 2023

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