Who We Are

 

AfricaNext Investment Research is a leading advisory and consulting firm focused on the telecommunications, media and technology (TMT) sectors in Africa. AfricaNext was founded by veteran telecoms analyst Guy Zibi with a straightforward mission: to provide our clients with the most in-depth, independent and fundamentals-focused analysis available on the TMT sector in Africa.

Our research builds on five pillars:

Focus on Africa

Africa is our core business. Leveraging an extensive network of contacts and locally-based researchers, our coverage spans from Africa's largest economies (e.g. South Africa, Nigeria, Kenya, Angola), to its so-called frontier markets (DRC, Ethiopia, Central African Republic).

Wireless, Broadband, Media:

Our thematic coverage is focused on wireless, broadband/wholesale and media markets.

Fundamental, value-focused research with an investor and service provider slant:

We believe sustainable African social development will come primarily through broad-based, unabashed capitalistic wealth creation. In turn, we research technology trends but do not believe in technology punditry for its own sake. Our research is predominantly focused on the business models fundamentals, with an emphasis on bottom of pyramid demand, and all from a service-provider and investor vantage points.

Research methodology built on business and economics fundamentals:

Our research builds on primary and secondary data and information gathering, analyzed through the prism of business and economics theory and practice, management best practice as well as technology feasibility. We examine external and internal factors of performance, all lines of revenue and cost to answer that basic, yet unassailably fundamental question: is there profit, and ultimately, creation of shareholder value?

Thought-provoking approach to research:

We look to push the boundaries of established thinking and conventional wisdom. We value agile and anticipatory thinking, speak our minds and acknowledge when we are wrong. Our delivery style is designed to be easy to read, straightforward -if at times flowery- and whenever possible, we seek to say more with less.

AfricaNext. You invest. We research.