• A New Start for Starcomms
    Shares of Nigerian CDMA operator Starcomms have been battered since its IPO in July 2008. The company’s performance was a near perfect epitome of the performance of the Nigerian CDMA sub-sector: strong subscriber and revenue growth, but building scale has come at a cost. We find this asset undervalued and believe some consolidation in the Nigerian CDMA space is long overdue. Full excerpt available in our Member Area.
  • The Future of African Mobile Profitability
    African mobile operations have long been extremely profitable; triple digit subscriber growth, solid margins, and a nearly-axiomatic conviction that operators only need build it and profits will come. If only things were this simple. Our analysis of subscriber, revenue, OpEX /CapEX and valuation dynamics, reveals a business that has become increasingly brutal at the edges. The reference report on African mobile economics. Full excerpt available in our Member Area.
  • 3G, WiMAX, ADSL and The Future of African Broadband
    See why we argue that broadband is the most significant opportunity for investment returns in the African TMT sector since the mobile voice boom. An AfricaNext Spotlight Investor Report including projections for 30+ markets, analysis of broadband economics and the overall business case for 3G in Africa. Full excerpt available in our Member Area.
Strategic and financial analysus on Africa's telecoms and media markets

Country & Spotlight Report
Our market analysis reports, either thematic or country-focused. In-depth reviews and projections of mobile, broadband and wholesale markets, all in a readable, no-nonsense style. >>more

AfricaNext Database
35 markets. 150+ operators. 1000+ data points covering mobile, broadband and traffic operational and financial indicators with five-year projections. >>more

Custom Research
Support on operational reviews, carrier benchmarks and customized sector projects, financial due diligence and regulatory reviews. >>more

Investor Research Notes
Our market-leading analysis of events and market trends. Independent, straight-forward, non-nonsense analysis from the AfricaNext Research team. >>more