Tower and Wireless Summit

Broadband networks are evolving beyond a single-access technology model. Fiber, Fixed Wireless Access and satellite connectivity are increasingly being deployed together to improve coverage, capacity and customer experience. This session explores the rise of converged network architectures and examines how changing traffic patterns, AI adoption and shifting consumer expectations are influencing investment decisions.

• Does Fixed Wireless Access complement or compete with FTTH, and what role should each technology play in the future broadband mix?
• Will the next generation of broadband be built on hybrid architectures combining Fiber, wireless and satellite networks, and what does this mean for operators and investors?
• How will AI-driven traffic growth reshape network design, and who will own the customer relationship in an increasingly converged broadband market?

As AI, fibre and power capture investor attention, are towers being overlooked? This session explores why wireless infrastructure may be poised for a comeback, driven by FWA, edge deployments and network densification. It also examines how ABS, private credit and evolving capital structures could unlock growth, valuations and long-term value.

• Have towers become the most undervalued asset class in digital infrastructure, and what is the market missing about their long-term growth potential?
• Can FWA, edge infrastructure, small cells and network densification create a new wave of demand and value creation for tower operators?
• How are financing tools such as ABS, private credit and institutional debt helping tower companies optimise capital and fund the next phase of growth?

Deal activity across the tower and wireless infrastructure sector is accelerating as operators and investors seek scale, portfolio optimisation, and new avenues for growth. Buyers are evaluating everything from macro towers and DAS to small cells and neutral-host networks, while shifting market dynamics continue to reshape ownership across the connectivity ecosystem.

• What factors are driving M&A activity in the tower and wireless infrastructure market, and where is the strongest investor appetite today?
• How are buyers assessing the value of towers, small cells, DAS, and neutral-host assets in a changing connectivity landscape?
• What will the next wave of consolidation look like, and how could it reshape competition, ownership, and investment opportunities across the wireless ecosystem?