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IHS in “Satellites Turn Every Phone Into a Terminal”

IHS Holding Limited

Bear sideNot enough historyExposure: not rated yet

IHS Towers has substantial emerging-market exposure, where direct-to-device satellites could reduce the need for some marginal rural towers and weaken long-term edge-of-network expansion economics.

IHS impact map — “Satellites Turn Every Phone Into a Terminal”

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Full story

Satellites Turn Every Phone Into a Terminal

Direct-to-device networks are moving satellite connectivity from specialist hardware into ordinary smartphones.

BEAR side — IHS Towers has substantial emerging-market exposure, where direct-to-device satellites could reduce the need for some marginal rural towers and weaken long-term edge-of-network expansion economics.

Read the full Satellites Turn Every Phone Into a Terminal story