All American Tower articles
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Weekly Briefings
Infrawatch Weekly: infra multi-tasking, EU digital plans, new Voda space deal
Latest from the digital infra scene in the UK and beyond, including European SatComms catch-up; leveraging InfraCo energy assets; Ofcom spectrum price cuts; people moves, and plenty more…
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M&A
Vodafone heads for Indus Towers exit
Planned sale of Vodafone’s remaining 3% stake in Indus Towers marks end of 17-year infra venture in India and puts troubled operator Vi under the spotlight.
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Financial & Performance
Vi surges on hopes for spectrum payment relief
Vi’s stock has revived by news that the Indian government has agreed that bank guarantees should be scrapped for deferred spectrum payments.
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M&A
Cellnex sees telco consolidation as a win for infra
Spanish group’s CEO says deals between mobile operators are making its clients more healthy and solid, while also creating opportunities for commercial gain through network reshaping.
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Weekly Briefings
Vodafonewatch Weekly: Group reset puts telco-as-a-service front and centre
Latest from Vodafone and its ecosystem as B2T unit launches to commercialise shared operations; M&A attempts blocked in South Africa and started in Romania; and a new Iliad move on Italian assets midway through antitrust hearings…
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Weekly Briefings
Infrawatch Weekly: Community Fibre wins backing, Spring Fibre loses; data centres dominate
Latest from the digital infra scene in the UK and beyond, including Community Fibre’s latest funding; the UK National Wealth Fund’s capital cut; SpaceMobile’s role in satellite war games; and plenty more…
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Weekly Briefings
Vodafonewatch Weekly: Group taps mega-deals with Accenture, Google, e&, more
Latest from Vodafone and its ecosystem, including an extended deal with Google for GenAI deployment; Accenture-backed reset for shared services operation VOIS; e& tie-up feeds into UAE IoT contract…
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M&A
Vantage said to eye Spanish exit as telco M&A pressures bite
Vodafone Spain said to be mulling a switch to Vantage rivals unless tower usage fees are cut.
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Network & Infrastructure
DT’s dealmaker-in-chief still harbours hopes of creating European infra giant
German operator’s Head of Group Development insists large-scale consolidation is coming — and says it is packaging up central and eastern European assets, plus targeting significant earnings growth in Germany and Austria, to improve DT’s bargaining power.
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Weekly Briefings
Infrawatch Weekly: £12bn boost for UK data centres; TowerCo investment reservations
Latest from the digital infra scene in the UK and beyond, including: UK tops G7 in digital index, with AWS and DC01UK planning local DC splurge; TowerCo concerns on EU investment; 5G agricultural use cases; people movesl; and plenty more…
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M&A
American Tower CEO ‘open’ to European M&A
Steven Vondran indicates interest in expanding its three-market European footprint, saying regional business is experiencing strong mobile operator demand.
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M&A
American Tower offloads property assets in Australia and New Zealand
American Tower continues its retreat from the Asia/Pacific region with the sale of property assets in Australia to Waveconn and in New Zealand to Connexa, following its exit from India.
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Weekly Briefings
Infrawatch Weekly: fibre routes to retail; TalkTalk’s latest rejig; Asia’s infra ownership overhaul
Latest from the digital infra scene in the UK and beyond, including TalkTalk’s last-minute refinancing, investment boosts for the satellite sector, Japan’s moves towards greater infrastructure sharing, and plenty more…
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Network & Infrastructure
US majors first, Vodafone next as SpaceMobile readies for launch
AST SpaceMobile backers AT&T and Verizon will beta test space-based cellular broadband initially, with Vodafone and Rakuten next on the list for commercial services.
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Financial & Performance
Austria’s EuroTeleSites ‘on track’ with ex-A1 go-to-market push
Management of tower offshoot from Austrian incumbent A1 says talks are taking place with fresh MNO and non-MNO clients as it seeks to add site tenancies and hit revenue growth targets.
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Weekly Briefings
Vodafonewatch Weekly: geopolitics forcing change in procurement and networks strategy
Latest from Vodafone and its ecosystem as geopolitical tensions and a shift towards a post-globalisation economy make mark on procurement and networks strategy across the Group. Also: Portuguese M&A shot down; CTO seeks commercial tension among hyperscaler partners; and technical trials with various partners show benefits for 5G rollout in Europe…
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Weekly Briefings
Infrawatch Weekly: innovation fuelling investment, data centres bringing in cash
Latest from the digital infra scene in the UK and beyond, including billions of dollars flood into data centres, race for satellite mobility drives innovation, ongoing UK efforts to make infrastructure-sharing a viable option; people moves, and plenty more…
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Financial & Performance
Vodafone fades as Vi 2.0 resets finances to drive India network comeback
Vodafone passive, lets stake plummet, as Indian JV financially engineering 4G/5G comeback. Work in progress, with $20bn+ debt, and further government lifeline and bank borrowing on horizon. Read more…
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Weekly Briefings
Infrawatch Weekly: land grabs, power-sharing, and an AI tidal wave
Latest from the digital infra scene in the UK and beyond, including: plans for InfraCos to both attack and defend against challenges in the market with new land acquisition and energy plays; data centre prep for building ‘AI tidal wave’; a busy time for vendors in the evolving German infrastructure market; people moves; and plenty more…
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Strategy & Change
American Tower eyes US expansion of Power as a Service in efficiencies pursuit amidst M&A hiatus
ATC looks to ship high ROI ‘Power as a Service’ learnings to US market, having proven benefits in Africa, and to transfer US automation credentials to other geographies. Hunt for global efficiencies may also lead to monetisation of sub-scale assets, with focus on operational excellence meaning “nothing compelling” to buy, for now…