During the past quarter, the African wholesale space has witnessed Liquid Telecom’s Cape to Cairo agreement, MainOne’s deal with Orange and the commercial launch of Angola Cables’ SACS. On the surface, these developments have little to do with one another. Taken together, we say they mean three things: bandwidth gluts don’t matter anymore, the African opportunity is about more than Africa, and OTT demand will determine (almost) everything.
One of the most remarkable features of the changing face of the African international fibre capacity market has been the rise of “disruptors” – carriers whose investments and strategies have the potential of upending African international bandwidth economics. Few have been as prominent as Angola Cables, Angola’s international wholesale carrier.