Client call with Simone Battiferri, Cellnex COO

We will be hosting a client call with Simone Battiferri, Cellnex COO, to discuss the technological outlook for European towers.

Given recent investor concerns on satellite/ alternative technologies as a threat to towers, this call will provide a unique opportunity to discuss the technological evolution of European mobile networks - and the current growth drivers that Cellnex is seeing from their latest discussions with their MNO partners.

We also recently published a note setting out our perspective the satellite/ tower competitive dynamics: HERE.

Topics: ​The call will address the following key topics:

• How are mobile tower requirements evolving from an MNO perspective?
• Are satellite D2C services complementary or substitutive?How does 5G standalone impact network architecture?
• How could increasing AI use change mobile network architectures?
• What form will network densification take in future?
• How to size the edge infrastructure opportunity?
• How new spectrum bands could change tower demand?