All Fibre Challengers articles – Page 3
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M&A
UK fibre M&A ‘easy’ (compared to challenges of compatibility, integration, compliance)
Challenger leaders at INCA gathering call out lack of industry standards as key obstacle to more M&A. Integration and migration are costly and complex, making compatibility a consideration for prospective buyers. Compliance also increasingly important in valuations. More positive is XGS-PON embrace, deemed a “damn fine standard for a starting place”, but beware legacy tech. Learn more…
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M&A
Altnets Netomnia-Brsk merging into UK FibreCo unicorn tier
This weekend sees confirmation of top-ten FibreCos combining into top-five integrated challenger with uprated three million footprint target, wholesale differentiation, prep’d for further M&A. Read more, including our updated market overview…
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M&A
UK fibre altnet Voneus gets £18m funding boost
Existing investors plough another £18m into Voneus after the recently expanded group is said to be on a roll with increased build rate and sales.
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Weekly Briefings
Infrawatch Weekly: Project Gigabit acceleration, African expansion, and 5G streetlights
Latest from the digital infra scene in the UK and beyond, including: drone‑enabled 5G and IoT hidden in streetlamps; ongoing network and service building in Africa; Openreach eyeing under‑delivering Project Gigabit contracts; and plenty more…
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Financial & Performance
Openreach to invade Project Gigabit, snap up altnet misfires
FY23–24: Closing in on infill Project Gigabit contracts, also eyeing altnet misfires. Line loss the new reality despite strong fibre build and take-up momentum. TelcoTitans BTwatch predicts altnets will step up, not roll over. New CEO Kirkby makes clear Openreach not for sale (yet). Read more…
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Financial & Performance
Infra investors line up for stake in Virgin Media O2’s new NetCo
Q1 FY24: Liberty Global CEO Mike Fries says Boston Consultancy Group and Deloitte hired for financial and project planning, as investors appear interested in fibre spin-out plans. Despite confidence in fibre growth opportunity, VM O2’s fixed customer base declined in an overall uneasy quarter for the operator…
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Weekly Briefings
Infrawatch Weekly: squeezing value from investment, Lightning administration unpicked, SiFi lands in America
Latest from the digital infra scene in the UK and beyond, including infra owners declaring if they’ve got it, they might as well use it; a Lightning‑quick insolvency resolution; the Welsh sector veteran bringing fibre to the US; people moves, and plenty more…
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Financial & Performance
Lightning Fibre’s quick insolvency switch could show the way for struggling altnets
Lightning Fibre’s £40m pre-pack sale out of administration and back into the hands of the investment fund that had supported its initial build may prove a template for struggling UK altnets as expectations on performance levels rise, but at what cost for suppliers and partners? Read more…
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Weekly Briefings
Infrawatch Weekly: CTOs to the fore as industry reshuffles, DT disses 1&1, BDUK springs forward
Latest from the digital infra scene in the UK and beyond, including big Project Gigabit wins for Quickline, Wessex Internet, and Wildanet; a first appearance in the wild of a DSIT-funded 4G mast; DT taking a swipe at its newest mobile rival; people moves, and plenty more…
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Network & Infrastructure
Major players in the frame as Project Gigabit mega-deals come into play
Altnets including Quickline, Wessex and Wildanet pick up BDUK contracts to reach rural homes, but the prospect of cross-regional deals for Openreach and VM O2 appears increasingly likely as another agreed deal is abandoned…
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Network & Infrastructure
‘Stop the mud slinging’: DT’s Gopalan hammers German rivals’ fibre competition complaints
FTTH Conference 2024: Tensions spill over in Berlin on fibre leaders CEO panel, with competitors arguing over who and what is to blame for poor position in European league table on availability and penetration. Incumbent Srini Gopalan lambasts ‘rhetoric’, untruths, lying. Read much more…
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Interview
Netomnia: capex inefficiency is blocking consolidation opportunity
Speaking to TelcoTitans, Netomnia founder and CEO Jeremy Chelot suggests too many altnets are banking on unachievable take-up goals, and that playing fast and loose with investor money has resulted in a block on viable valuations for consolidation.
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M&A
CityFibre ignites M&A plan with Lit Fibre buy
Altnet lights M&A touchpaper with Lit Fibre deal, expands FTTP footprint and brings in Newlight Partners as minority investor. More to come from CityFibre soon…
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Network & Infrastructure
Vodafone, OXG pull €1bn from German fibre investment pot
OXG Glasfaser to widen Vodafone Germany’s reach in major expansion initiative, covering 900,000 homes. Project to begin imminently, at a time when Germany’s fibre market is only getting more competitive…
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Interview
Fibrus preps off-net retail expansion, asserts leadership in own footprint
CEO interview: having achieved FTTP leadership and segment-topping KPIs within own fibre footprint, altnet now challenging traditional incumbents on own turf. Northern Ireland a case study in high-penetration and how hyperlocal majorly disrupts network, ISP status quo…
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Network & Infrastructure
‘Focus and finance’: Telefónica sees UK NetCo adding fuel to fibre build
Virgin Media O2’s co-parent paints new, networks-focused UK business as an engine to accelerate roll out and monetisation of fibre connections.
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Weekly Briefings
Infrawatch Weekly: billion-pound network investments, digital inclusivity, and French fibre M&A on the menu
VM O2 moves to forge UK NetCo/ServCo split in operations; associate nexfibre to remain separate, commits £1bn to 2024 build; Orange CEO suggests M&A still on agenda to expand domestic fibre footprint; TalkTalk in negotiations over wholesale arm sale; much more…
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Profile
UK altnet Freedom Fibre brings “new tricks” to crowded, fragmented market
Profile: Freedom Fibre CEO Neil McArthur is a serial network builder making moves in the UK altnet market with his latest venture.
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Venturing & Investments
nexfibre readies billion-pound spend to snag second spot in UK fibre build race
£1bn to be pulled from funding pot as wholesale NetCo looks to identify as second in 2024’s UK fibre race, in terms of both additions and overall challenger build-out; confirmed remaining outside of VM O2 NetCo carve out…
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Public Affairs
UK: Lords maul government on digital exclusion, call for greater altnet role
Locally-focused altnets are seen as a valuable tool in bridging the Digital Divide by peers tasked with assessing the costs and consequences of digital exclusion.