AfricaNext Spotlight Reports
Our flagship Spotlight reports focus on specific thematic market trends and provide the AfricaNext view, market projections and overall strategic outlook. Reports analyze issues around business economics, service profitability, marketing and competitive strategy, bottom of the pyramid models, long term earning growth potential and valuation. Download full report excerpts in our Member Area.
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From market projections to a review of economics, 3G business case simulations and players to watch, this report provides an extensive, in-depth investment analysis of the African broadband opportunity.
A part of our larger broadband review, this report provides an elaborate set of broadband forecasts (including 3G, WiMAX, ADSL and Other) for 33 markets over the 2007 – 2012 period.
We delve into the business model issues around mobile broadband in Africa, including ARPU, Opex and Capex impact and overall 3G subscriber valuation. We say investor expectations will need to be re-adjusted.
African mobile operations have long been extremely profitable; stories abound of triple digit subscriber growth, seemingly boundless potential, and an overall environment in which operators need only build it and profits will come. If only things were that simple.









