New Mobile Entrants: the Economic Implications of Different Spending Strategies

"New entrants that prioritise investment that can unlock short-term efficiencies can be immediately competitive and avoid compromising their finances too deeply."

The barriers to entry for fourth players in mobile telecoms markets are high. The profitability of new players is hindered by intense competition and the significant investment required to deploy networks. However, a few new entrants have managed to succeed by striking a balance between cost structure and the go-to-market strategy. This report assesses the strategies required for success.

Information included in this report:

• New mobile entrants' approaches to capex
• New mobile entrants' approaches to opex
• Asset ownership as part of a business strategy
• Recommendations for new mobile entrants