Why an asset-right strategy is a telco’s path to value

Join us as we talk about asset-right strategies for telcos, considering how they can maximize the value of their assets and the key considerations when reviewing levels of infrastructure ownership.

We start by exploring why an asset-right strategy is essential. What’s the rationale behind it, and why do telcos need to take action now? 

Many telcos own a range of assets across fixed and mobile infrastructure, and there is also a broader Information and Computer Technology (ICT) ecosystem to consider. We review how geography and the market affect which domains are key as telcos move toward becoming asset-right.

For many telcos, becoming “asset-right” is a phased and continuous journey that will evolve over a period of years. We review what telcos need to consider for their asset-right strategies to be fit for the future.

Hear insights from:

• Isabel De Dios Gonzalez, Partner, Technology, Media and Entertainment, and Telecommunications (TMT) Transactions and Corporate Finance, Ernst & Young SL
• Michael Misrahi, Partner at EY Parthenon, Ernst & Young LLP

Along with our EY Tech Connect moderator: 

• Adrian Baschnoga, EY Global Lead Analyst for Telecommunications

Key takeaways include: 

As telcos embark on a new wave of infrastructure rollout and service innovation, optimal infrastructure ownership positions are essential. By adopting asset-right strategies, operators can unlock capital, reduce business complexity and improve management’s focus on value creation. Looking ahead, there are opportunities to revisit what is core and non-core right across the business, leveraging a range of options to ensure the best long-term outcomes.

For your convenience, a full-text transcript of this podcast is also available. Read the transcript.