One hears quite a lot about connectivity provider “asset light” business models these days. Aside from new interest on the part of institutional investors and private equity in owning communications infrastructure in alternative asset portfolios, service providers also are pondering new ways to redeploy assets.
An early example was ownership of mobile cell towers, which in all markets is getting traction. There also is high interest in optical fiber infrastructure, including transport and access; consumer and business assets.
More recently, mobile and fixed network operators have concluded their internal cloud computing operations, necessary to support virtualized networks, can be done using hyperscale cloud computing suppliers, rather than building and owning an internal cloud computing infrastructure.
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