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The Data Tsunami - Spectrum Allocation, Infrastructure Sharing and Industry Consolidation. London, March 2014

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Chris Buist's presentation to the TMT M&A Forum in London 2014:

Mobile data traffic is doubling every two years, driven by smartphones and LTE. EBITDA will be squeezed and ROI will fall unless operators act now to increase capacity and bandwidth to respond to demand. Network sharing and industry consolidation will change the face of the industry. Coleago helps operators respond to these challenges.

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The Data Tsunami - Spectrum Allocation, Infrastructure Sharing and Industry Consolidation. London, March 2014

  1. 1. The Data Tsunami Spectrum Allocation, Infrastructure Sharing and Industry Consolidation
  2. 2. Mobile data traffic is doubling every two years TMT Finance & Investment - M&A Forum 2014 - London 1 © Copyright Coleago 2014 Source: Ericsson (November 2013)
  3. 3. Smartphones and LTE drive traffic growth TMT Finance & Investment - M&A Forum 2014 - London 2 © Copyright Coleago 2014 Global subscriptions (m) Source: Ericsson (November 2013) 61% Source: Ericsson (November 2013) 87%
  4. 4. Traffic growth varies between regions/markets TMT Finance & Investment - M&A Forum 2014 - London 3 © Copyright Coleago 2014
  5. 5. Operators need to act now Increase capacity and bandwidth to respond to demand  Re-farm spectrum  Add small cells  Invest in transmission  More spectrum  Introduce LTE and LTE-A Increase revenues?  Data tariffs that reflect bandwidth and volume needs  New services  Superior network performance  Better customer segmentation  Better churn management $ Costs Revenues will not keep pace with costs  Engage Managed Service providers, particularly for cloud  Share network infrastructure  Merge or acquire TMT Finance & Investment - M&A Forum 2014 - London 4 © Copyright Coleago 2014 Time
  6. 6. Network sharing – 200% growth in 4 years TMT Finance & Investment - M&A Forum 2014 - London 5 © Copyright Coleago 2014 Source: Coleago 2001-09 deals 2001-14 deals +200%
  7. 7. 2014 – an uptick in MNO in-market M&A? In-market MNO M&A transactions TMT Finance & Investment - M&A Forum 2014 - London 6 © Copyright Coleago 2014 Source: Coleago
  8. 8. Regulators have a difficult balancing act TMT Finance & Investment - M&A Forum 2014 - London 7 © Copyright Coleago 2014 Clarity Stability
  9. 9. How Coleago helps operators Spectrum services  Spectrum strategy, valuation and auction support  More than 50 projects worldwide, on every continent Transaction services  Strategy and business planning  Information Memorandum  Due diligence  Implementation planning/execution  More than 20 projects to date Network sharing services  TowerCos, active, passive and spectrum sharing  End-to-end from strategy through to transformation  Projects completed in 8 markets We've written the book! TMT Finance & Investment - M&A Forum 2014 - London 8 © Copyright Coleago 2014
  10. 10. Key messages Data traffic will increase dramatically Costs TMT Finance & Investment - M&A Forum 2014 - London 9 © Copyright Coleago 2014 $ Time EBITDA will be squeezed and ROI will fall unless operators act now Sharing and consolidation will change the face of the industry Coleago helps operators respond to these challenges
  11. 11. Thank you Director Coleago Consulting Ltd Director Coleago Consulting Ltd This presentation and our white papers re Spectrum, Network Sharing and Transaction services will be available to download from TMT shortly after this conference. TMT Finance & Investment - M&A Forum 2014 - London 10 © Copyright Coleago 2014 Chris Buist +43 664 352 1068 chris.buist@coleago.com www.coleago.com Scott McKenzie +44 7825 294 576 scott.mckenzie@coleago.com www.coleago.com

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