Telecom towers: end of a cycle?
An ever changing business model
Professor Dominique Jacquet returns to the subject of telecom towers to analyze the evolution of their profitability model.
He dives into the numbers of American Tower and observes the change in the stock market status of these operators as well as the influence it has on EBITDA and overall value.
He compares recent transactions in the area with the series of corporate headquarters sales prior to the real estate crisis of the 1990s.
This video is part of the E-Cademy’s analytical vision, offering an understanding of the financial rationality that enables companies to make strategic, value-creating moves.