All InfraVia articles
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Weekly Briefings
Infrawatch Weekly: private networks under scrutiny, IoT’s defence role flagged
Latest from the digital infra scene in the UK and beyond, including NIC consideration of network investment vulnerabilities; Europe backing for satellite defence role; iliad plots hyperscale data platform; people moves, and plenty more…
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Network & Infrastructure
T-Mobile happy to sit on Polish fibre sidelines and munch whole-buy gains
DT regional boss Dominique Leroy rules out an expansion into fibre build in Poland, pointing to how local business has gained a huge new targetable base of customers through third-party tie-ups.
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Public Affairs
Deep dive: What UK FibreCos want from Labour gov’t
Fibre builders share what they want from the new Labour government, with policy consistency and demand-side support topping wishlists, divergence on the detail. Read more…
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Eventwatch
Virgin Media O2 and CityFibre question each other’s fibre maths
Connected Britain: VM O2 CEO Lutz Schüler argues operator is taking “challenger” approach in UK’s fibre market, with nexfibre spin-off and upcoming NetCo positioning operator to be a “long-term sustainable partner” to altnets.
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M&A
Virgin Media O2 gears up for £1bn NetCo stake sale — report
Operator reportedly aiming to offload at least 20% stake in fledgling NetCo, with several infrastructure, private equity, and pension funds taking interest.
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Weekly Briefings
Infrawatch Weekly: Netomnia climbs UK altnet table, Poland drives on fibre, UK politicians play it safe
Latest from the digital infra scene in the UK and beyond, including the emergence of a new £1bn challenger in the UK fibre scene, collab-driven network advances in Poland, connectivity promises in the UK General Election; people moves, and plenty more…
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M&A
Liberty mulls M&A opportunities for Virgin Media O2’s NetCo
Liberty Global CEO Mike Fries still “looking actively” at possible altnet acquisitions, noting potential for VM O2’s planned FibreCo spin-off to serve as a vehicle for consolidation in the UK’s fibre market.
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Network & Infrastructure
T-Mobile Poland piggybacks its way to ten million-home fibre footprint
Deutsche Telekom’s Polish business remains happy to pursue a partnerships-led approach to broadband and converged services expansion, activating deal with Iliad-InfraVia venture Polski Światłowód Otwarty.
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Weekly Briefings
Telefónicawatch Weekly: UK alt-fibre rallying cry, fixed value extraction, and 6G discipline
Leaders from across the Group converge at various industry events, highlighting key issues and challenges faced in B2B and fixed network segments. Elsewhere, continued O2 stakebuilding; people changes at fibre and tower JVs; Digi still undecided on roaming provider…
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Network & Infrastructure
Openreach targets 30m full-fibre premises, nexfibre calls for altnet ramp-up
At Connected North in Manchester, Openreach optimism was juxtaposed by altnet consternation about the state of the UK fibre market.
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Weekly Briefings
Telefónicawatch Weekly: Spain continues stakebuilding; Group gets bogged down with brand legals
Spanish government brings itself level with CriteriaCaixa as Telefónica’s largest shareholder, increasing stake (through SEPI) to 5%. Elsewhere, Group gets to working through ‘huge’ DT brand dispute file dump; Virgin Media O2 taps Starlink for rural connectivity boost; Group seeks to keep closer watch on AI impact…
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Network & Infrastructure
25G/50G slow-go: Openreach may hold out till 2030s on next-gen fibre tech
In depth report — two of the UK’s biggest fibre wholesalers have dampened expectations of imminent 25G and 50G PON upgrades, despite prep-work. Virgin Media O2-backed nexfibre sees no “imminent” case for commercial launch. Openreach also wants greater energy efficiency and to maximise older-gen GPON value extraction, with point-to-point eyed for enterprise. Read more…
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Weekly Briefings
Infrawatch Weekly: net-sharing, consolidation and deal-making in UK and Europe
Latest from the UK and Europe’s digital infra scene, including interviews and OpEds from Fibrus and nexfibre; big talk from Liberty’s CEO; and DigitalBridge’s Marc Ganzi teasing M&A to come. Plus much more from altnets, European infra players, and investors…
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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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Opinion
nexfibre CEO: Sustainable competition in the UK fibre market is crucial to long-term growth and innovation
OpEd: Rajiv Datta, CEO of leading FibreCo (and £4.5bn InfraVia-Liberty Global-Telefónica JV) lays out manifesto for an open and future-proof UK fibre market, aspiring beyond the basics and connectivity doldrums to lift society and the digital economy. With nexfibre at forefront…
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Network & Infrastructure
Virgin Media O2 fibre NetCo carve out coming for Openreach (and ISP clients)
Potential number-two NetCo to be created by VM O2 and owners Liberty Global and Telefónica, with the aim of creating a scale wholesale fibre challenger; open to M&A consolidation; nexfibre remains arms length…
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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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Partnerships & Alliances
T-Mobile Poland adds a sixth player to fibre infra team
Polish operator remains happy to rely on third-party wholesale tie-ups as a base for wireline and converged service expansion, adding open access player Polski Światłowód Otwarty to its supply base.
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Network & Infrastructure
nexfibre reiterates wholesale fibre ambitions, shares UK-wide build plans
VM O2 wholesale fibre cousin discloses 2024 footprint pipeline; confirms more than half a million premises RFS in year-one. Wholesale remains firmly on agenda, with M&A also on table…
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Network & Infrastructure
nexfibre maintains M&A appetite after Upp buy
Mike Fries, CEO of joint venture’s co-parent Liberty Global says fibre builder still “aggressively” focused on M&A.