This is why the settlement is not only a technical settlement. It is a sign that guarantees to have an effect on the reorganization of Italian telecommunications. And, it a bit of extra broadly, if the chapter on the only mounted community (Open Fiber-Fibercop) continues to stay slowed down, the settlement between Tim and Fastweb+Vodafone at the very least units the theoretical situations for a single cell community.
The assault on the gamers Inwit and Cellnex
Of course, there’s one other central level on this sport: the initiative crosses head-on the pursuits of the operators who at present preside over the Italian tower market. Inwit and Cellnex Italia collectively maintain over 90% of Italian macro-sites, whereas PTI Italia has a really low share. The problem is not only on the towers to be constructed, however on the bargaining energy that these towers transfer.
Moreover, there’s one definitely not negligible truth that may permit us to know the scenario higher. Building transmission towers is not any small job. It requires investments (therefore the seek for monetary buyers), definitely not quick instances, and expertise. It can be clear that the transfer denotes a sure rigidity with the world of towercos, at present evident specifically within the discussions between Inwit and Fastweb + Vodafone.
The Msa node between Inwit and Fastweb+Vodafone
At the top of the month, in accordance with the legal professionals of the telco managed by Swisscom, the contract with Vodafone Italia expires whereas Inwit maintains that this settlement will proceed till 2038. Sun 24 Hours of final December 30, the CEO of Inwit, Diego Galli, wished to make the towerco’s imaginative and prescient clear: the Master service agreements (MSAs) might be reconsidered, however solely “on the terms of the new investments”. For his half, Marco Patuano, CEO of Cellnex Group, on Sun 24 Hours of 28 February invited us to not give in to alarmism: «Our agreements are for twenty or thirty years, per the preliminary investments. The renewals with Telefónica, Iliad, Vodafone UK, Fastweb happened with no disaster: we sit down, repair what wants fixing, and proceed.”
Il ran sharing
The move by Tim and Fastweb + Vodafone – which takes place in a context of increasingly close relations between the two telcos, which in January announced an agreement for sharing passive infrastructure (ran sharing) in municipalities with fewer than 35 thousand inhabitants and which is now awaiting closing – opens up a scenario that appears different. Which will now have to be measured by the facts. As Intermonte writes, Inwit’s plan envisages the construction of 3,500 new towers between 2024 (approximately 25 thousand sites of endowment) and 2030 (in which it will reach 28 thousand sites) with a financial commitment of approximately 100 thousand euros per site. «With the same economics, the construction of 6 thousand towers (only passive infrastructure) by the new JV would imply an investment of approximately 600 million euros from split between two or three operators over a multi-year horizon, to which the investment for active equipment will be added”.
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