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The African Fiberco Big Three: 2016 Strategic Analysis of Seacom, Mainone and Liquid Telecom & the Case for Africa Fiber Consolidation - Research and MarketsResearch and Markets (http://www.researchandmarkets.com/research/pmkk67/the_african) has announced the addition of the "The African Fiberco Big Three: A Strategic Analysis of Seacom, Mainone and Liquid Telecom & the Case for Africa Fiber Consolidation" report to their offering. Few companies outside of mobile network operators have done as much to transform the African Internet as MainOne, Seacom, and Liquid Telecom. We refer to them as them Africa's Big Three Fibercos. The three companies are the continent's largest independent cross-country fiber plays. Together, they are largely responsible for upending African international capacity markets, driving sharp cuts in international wholesale prices by close to 80% over the past six years. This analysis examines where they go from here. The top line traffic projections that underpinned the development of African fiber models have largely come to fruition. The number of Internet connections in the markets covered by the Big Three Fibercos has Risen 5x - 10x over the past five years. Data traffic is exploding, and more than 75% of fixed broadband connections will be fiber-based over the long term in many markets. But the Fibercos are facing a number of fundamental challenges. Traffic grwth is increasingly decoupled from wholesale capacity sales growth. African demand for leased international capacity is structurally unbalanced, the international fiber segment is oversupplied and fiber asset utilization rates are suboptimal. In effect, we believe the African international capacity business is now somewhere between a cash cow and a dog, wand the economic value has moved to metro and enterprise markets. The Big Three Fibercos have to adapt. The report examines how the three companies are tackling this challenge, along with the strategic options available to each, based on international experience (from Level 3 and euNetworks), the dynamics of their core geographies and the state of their current network infrastructure and service portfolio. The report also examines the consolidation potential of each of the Fibercos, either as acquirers or as acquisition targets. We argue that there is potentially more value in domestic fiber and enterprise market consolidation than in a combination of the Big Three Fibercos. We also note that each of the three companies would be a great fit for a number of players such as Etisalat or Vodacom (News - Alert) Business. Key Topics Covered: 1. The Africa FiberCo Big Three: An Overview 2. The Africa FiberCo Big Three: Market Context & Business Challenge 3. How Other FiberCos Did It: International Examples 4. Reviewing Strategic Options for The Big Three FiberCos 5. The Case For (and Against) a Big Three FiberCo Consolidation 6. Assessing Africa's Big Three FiberCo as Acquisition Targets Companies Mentioned - Broadband Infraco - Dark Fibre Africa - EOH - Etisalat Wholesale - euNetworks - HTN Nigeria - Hetzner - iRoko - IS - Liquid Telecom - MTN Business - MainOne - Neotel - Orange - Phase III Nigeria - RSAweb - Seacom - Suburban Telecom - Tata Communications - Teraco - Vodacom Business - WIOCC - Zuku For more information visit http://www.researchandmarkets.com/research/pmkk67/the_african
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