Keynote Panel Discussion: Letting go of legacy - is de-layering the key to future success?

Driven by competition and technological evolutions, carriers globally are increasingly considering or have already begun the process of de-layering to separate infrastructure from services, with the aim of unlocking extra value. However, this raises questions about the long-term viability of unbundling, its impact on capital structures, and the complexities of managing non-vertically integrated models. This panel will bring together the InfraCo, the ServCo, and the NetCo to share the opportunities and challenges of structural and functional separation:

• How does the separation of fixed network assets impact competition, innovation, and service delivery? 

• Can non-vertically integrated models create sustainable capital structures, or are they inherently cyclical? 

• What strategies can operators employ to maximize the value of a standalone ServCo? 

• How are investors viewing each model?