GLIO Podcast Series

Tom Greenwood, Helios Towers Q&A with John Lewis, Nomura

Episode Summary

Tom Greenwood, Helios Towers Q&A with John Lewis, Nomura

Episode Notes

Key takeaways: 

• Africa and the Middle East offer a multi-decade growth opportunity. 
• Customer investment is accelerating. 
• The tower model offers significant lease-up potential. 
• Data consumption across Helios Towers’ markets is expected to grow 12x over the next 15 years. 
• Helios Towers operates a world-class platform. 
• Terrestrial networks will remain the backbone of future connectivity. 
• Helios Towers is balancing high-return growth with shareholder returns.