Thread by @disruptivedean

Interesting to see sessions with infrastructure & tower companies at #Fyuz22

Here @DBRG_Group which owns all sorts of relevant assets like @freshwavegroup @boingo & @ZayoGroup

Talking about investment angle on OpenRAN etc

Big footprint now

Aiming for more in Asia in future as well

@AtlasEdgeDC is a JV with @libertyglobal

Looking at the details on @boingo & @AtlasEdgeDC I can join the dots between Digital Bridge and #OpenRAN / #OpenWiFi

Interesting panel on NaaS & #neutralhost moderated by @NowickiDave (who I’ve known for years)

AMN = Africa Mobile Networks
IpT = Internet para Todos
Canpro is also an African operator
IFC is an investment firm
CloudExt is a neutral host from India

TIP doing Neutral Host NAS

I’d probably call fixed NH “open access”

Apparently more coming on in-building NH next year

IpT is a MORAN-based network-sharing in Peru with 3 MNO tenants & covering about 3 million rural dwellers

AMN has 3000 sites across Africa, covering 9m people

Offers cellular NaaS

Interesting analysis by @IFC_org / @WorldBank of #neutralhost

Presentation from @MTNGroup based mostly in Africa

Interesting that <50% of subs actively use data services

That puts a different view on the usual “connecting the unconnected” discourse

Unclear if the gap is because of cost or willingness

This is the Mumbai metro neutral host model

Not currently using OpenRAN based

Looks like a massive DAS-type setup

This is for the stations rather than trackside but nonetheless very impressive. Significant opportunity in other situations as well

@cloud_extel

This is @AmericanTowerUS approach to open access fibre for FTTX and other uses