All Fibre Challengers articles – Page 3
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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.
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M&A
TalkTalk rumours show potential for break-up to shake up status quo
Under-pressure telecoms group could take drastic action to alleviate debt concerns, which could significantly shake up the consumer and wholesale fibre ecosystem in the UK.
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Weekly Briefings
Infrawatch Weekly: CityFibre asserts Project Gigabit dominance; 1&1 makes more infra deployment promises…
CityFibre grabs five more Project Gigabit contracts; WightFibre extends Gigabit Island coverage in battle against Openreach; 1&1 sets more targets for antenna site deployments; much more…
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Deep Dive
Profile: WightFibre closes in on Gigabit Island dream; Openreach relegated to wannabe
Isle of Wight operator edges towards completion of Gigabit Island build. Now to deliver on hefty financials. Petri dish to watch Openreach play (very distant) challenger to hyperlocal with real moat. Read on to find out more…
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Network & Infrastructure
CityFibre takes lion’s share of UK’s latest £460m Project Gigabit tranche
Altnets continue to own Project Gigabit, with CityFibre even more dominant, extending first mover advantage over Openreach/BT and nexfibre/VM O2. Read more…
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Interview
Freedom Fibre CEO sees VX merger adding investment muscle for UK M&A
With InfraBridge as its new controlling shareholder, Freedom Fibre will come into investor giant DigitalBridge’s orbit.
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Weekly Briefings
Infrawatch Weekly: end of the road for Digital 9, OneWeb’s space odyssey troubles continue
Digital 9 decides to wind down; OneWeb misses ‘global’ coverage targets; CityFibre aiming to get more active on M&A; more…
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Weekly Briefings
Infrawatch Weekly: NetCo-ServCo splits, fresh SatCo investment, tower M&A among hot topics
Liberty Global mulls over European NetCo-ServCo split; AST SpaceMobile secures big MNO/Google investment; Actis expands tower portfolio; CityFibre could now be preeminent UK fibre challenger in possible tipping point for fibre NetCo/wholesale business models. 20+ stories condensed in one weekly update…
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Financial & Performance
Is CityFibre now #1 UK fibre altnet by revenue, take-up?
With take-up doubling, revenue exploding, build on target and positive EBITDA imminent, NetCo boasts 50+ ISP retail partners are selling two- or even three-times’ as many CityFibre connections than sourced from Openreach. Appears Community Fibre and Hyperoptic overtaken, M&A next up…
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People
Infra Peoplewatch: 20+ notable moves across global data centres, investors, Towers and UK fibre builders
January 2024 update: Global data centres (Atlas Edge, Kao Data, Rack Centre); investors (BII, DigitalBridge, KKR, Stonepeak); Towers (Crown Castle, CTIL, WIG, Vantage Towers); and UK fibre builders (G.Network, Hyperoptic, KCOM, nexfibre, Spring Fibre)…
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Interview
Interview: Lit Fibre’s Webster on altnet’s upcoming business segment play
Exec brought in to drive commercial expansion speaks with TelcoTitans Infrawatch about plans to debut in the b2b market, and how Lit is embedding its brand within communities. Read more…
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Financial & Performance
Macquarie’s altnet Voneus bags £25m funding top-up
Tiger-controlled RBSHL ups stake at possible £625m valuation, with Macquarie assumed to remain in control. FY22-23 accounts also released, claiming strength but modelling downside. More…