3G, WiMAX, ADSL and the Future of African Broadband: Projections, Economics and Best Practices

From market projections to a review of economics, 3G business case simulations and players to watch, this report provides an extensive, in-depth investment analysis of the African broadband opportunity. African broadband business models have long been so dispiritingly brutal that it is hardly surprising that few private service providers have ever created any meaningful value out of them. This, in our view, is about to change. We have reviewed Internet and broadband dynamics in 33 African markets and our conclusion is inescapable. We believe broadband services and applications are 12 to 24 months removed from a tipping point, a commercial inflexion point that would lead to a drastic increase in adoption and revenue generation. In essence, we argue that broadband, in its various forms -and other than perhaps, pay-TV- is the most significant opportunity for investment returns in the African TMT sector since the mobile voice boom.