SURVEY – A new entrant is setting fire to the telecom tower sector, where operators’ antennas are connected. It is threatening to evict them, at the cost of risking blackouts in rural areas.
When helicopters fly over Vaison-la-Romaine, in the Vaucluse region, it’s usually to contemplate the richness of its ancient heritage, its Gallo-Roman sites, its medieval city or its cliff-top cathedral. Last week, onlookers were treated to an aerial ballet of a different kind. Chartered by the Spanish company Cellnex, aircraft carrying pieces of a cell phone pylon in their claws cut through the local skies.
The Spanish company is a “towerco”: in the telecoms sector, this neologism refers to the infrastructure companies that deploy and operate the towers and masts on which the mobile antennae of the operator are mounted.OrangeSFR, Free and Bouygues for their coverage (4G and 5G). For a long time, the four major players internalized this business themselves. But at the turn of the 2020s, they spun off and sold (with the exception of Orange, which…