The AfricaNext Tower Co-Location Report

Over the past two years, the African telecoms market has witnessed at least seven transactions involving the sale (or outsourcing) of cellco tower assets to stand-alone tower companies.

The Future of African Bandwidth

Our new research says the tsunami-like flow of international bandwidth will transform the African wholesale bandwidth market. We like the long term economics of the primary market, find the secondary bandwidth market to be awfully risky and see no bandwidth glut – yet.

The Future of African Broadband:  Economics, Business Models, and the Rise of 3G

As operators set out to meet the rising broadband demand, the opportunities for investors abound, but the accretive value of broadband remains difficult to grasp, increasing the volatility of potential returns.

Company Dashboard

From our Safaricom Company Dashboard:  Fundamentals-based earnings growth outlook is around 5%, but share price currently assumes a sustainable growth rate closer to 15%.

Wholesale Markets

The size of Cameroon's domestic long distance backhaul market is around 200 STM-1s. With 3G and a third operator, that number would triple.

Broadband Retail

10% of households in Dakar have Broadband access; that number will double over the next decade.

Mobile Services

On Cote-d’Ivoire: An unquestionable disaster for investors. We’ve cut our telecoms services revenue projections by 25%.