Episode overview:
Andrew Hall faces a unique challenge: building profitable telecommunications infrastructure across one of Africa's largest countries with one of its smallest populations. As managing director of Paratus Namibia, Hall oversees operations spanning vast distances where traditional business models struggle to pencil out.
Andile Masuku invites Hall to share on the realities of building networks where "you'll see three fibres running next to the road" instead of shared infrastructure, why COVID accelerated their consumer business, and how recent oil discoveries are reshaping Namibia's economic landscape.
Key insights:
- On geographic challenges: Namibia's vast distances and sparse population create unique infrastructure economics where covering remote areas requires careful return-on-investment calculations across extended payback periods.
- On competitive landscape: Operating alongside two state-owned enterprises creates complex market dynamics where regulatory considerations and different organisational mandates influence infrastructure deployment strategies.
- On infrastructure sharing: Despite logical benefits, competitive dynamics often result in duplicated infrastructure: "three towers standing next to each other" rather than collaborative deployment approaches.
- On consumer versus enterprise: Traditional enterprise focus (75% of business) provided stability, but consumer growth since 2016 now drives expansion, particularly accelerated during COVID-19 periods.
- On technology transitions: Moving from WiMAX limitations (4-10 Mbps) to fibre required strategic timing; balancing asset sweating against customer retention as bandwidth demands increased around 2018.
Notable moments:
1. Hall's description of infrastructure redundancy: "If you drive down the road, you'll see three fibres running next to the road. If you're driving from one town to the other, you'll see two or three towers standing next to each other"
2. The COVID-19 catalyst: Consumer business performed "very, very well" as people became "100% reliant, work-wise, education-wise, entertainment-wise on connectivity"
3. Recent oil discoveries creating positive economic outlook with increased foreign investment interest and improved business confidence
The development question:
Hall addresses the expectation that telecoms should "unlock growth economically for an entire nation" by emphasising education as the foundation. Paratus's corporate social responsibility focuses on educational sector connectivity because "for children to have access to the internet, it makes the world a lot smaller."
His perspective reflects broader African infrastructure challenges: balancing commercial sustainability with development impact, managing investor expectations whilst serving diverse stakeholder needs, and building institutional capacity in environments with limited technical specialisation.
"I think access to the internet plays a crucial role. And I think it starts at grass root level in the form of education... for children to have access to the internet, it makes the world a lot smaller."
Image credit: Paratus Namibia