5G Infrastructure Investment Trends
Said Slassi
Senior Advisor, Exxing Group
The global 5G infrastructure market continues to expand rapidly, driven by operator capital expenditure, government stimulus, and emerging use cases in enterprise and industrial IoT.
Market Dynamics
5G capital expenditure is expected to reach €180 billion globally in 2025, with significant deployment activity across Europe, Asia-Pacific, and emerging markets. Operators are prioritising network densification, spectrum acquisition, and enterprise connectivity.
Key Trends
We observe three key trends: (1) accelerating private network deployment for enterprise customers, (2) spectrum consolidation and secondary market activity, and (3) infrastructure sharing and tower company consolidation.
Investment Opportunities
Attractive opportunities exist in fibre infrastructure, tower consolidation, and edge computing platforms. Strategic buyers and infrastructure funds are actively pursuing assets.
5G infrastructure represents a compelling investment opportunity for TMT-focused investors. We expect continued M&A activity and capital deployment throughout 2025.
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