Infrawatch: EMEA – Page 8
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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
European Commission bending to Big Telco calls for consolidation — report
Draft policy paper shows EC ready to make big changes in telecom rules to allow its big players to scale, invest and better face other (typically US) service providers, according to reports.
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M&A
Orange is ‘actively looking’ at fibre M&A opportunities
Group CEO Christel Heydemann confirms halting of discussions on purchase of TDF’s fibre unit, but indicates operator remains open to bolt-on transactions for broadband infra footprint.
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M&A
Austria’s EuroTeleSites ‘not interested’ in a tower merger with Cellnex
Management of tower offshoot from Austrian incumbent A1 is not looking to absorb Cellnex’s local business, despite ongoing indications it is in play.
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Network & Infrastructure
ETNO in existential crisis as Europe weighs response to global business threats
ETNO’s recent State of Digital Communications report portrayed the big beasts of European telecoms as open to change, but hamstrung by regulation and pondering long-term impact of letting infrastructure go.
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Network & Infrastructure
1&1 wants to pick up pace on network rollout
CEO of German challenger sets yet another target for antenna sites, although activations remain low at just 100.
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People
Ex-Three exec becomes CEO at Australian TowerCo Waveconn
Grant Stevenson to move up into Chief Executive slot at business formed out of TPG Telecom’s wireless infra. New boss’s CV includes spells at the former Vodafone Hutchison Australia and co-parent CK Hutchison.
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Strategy & Change
OneWeb latest snafu: ground network delays global coverage into H2
Eutelsat confesses to holdups for serial stumbler OneWeb’s ground network. Reaffirmed faith in SatCo’s prospects insufficient to dodge Group’s financial downgrades. Learn more…
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People
Ex-DT duo eye tech and telco opportunities after reuniting at Warburg Pincus
Former Group Chief Executive René Obermann hires one-time lieutenant Dirk Wössner to help build out European investment portfolio.
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M&A
Millicom serves up infra M&A hors d’oeuvre with Colombian sale
Latin American group offloads Colombian towers to KKR in apparent introductory step towards broader regional asset monetisation.
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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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Strategy & Change
Liberty eyes infra ‘gold’ through NetCo-ServCo split
February strategy update could see group pave way towards separation of European businesses along lines of infra and retail, says CEO Mike Fries. Liberty envisaging a “series of transactions, structures, and strategies” for next phase of business, following recent years’ portfolio strengthening.
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M&A
UK’s Actis makes a play in Balkans tower market
London-based infrastructure investment group says it wants to build a “first class” central and eastern European telecoms infra portfolio after leading a takeover of 1,800 sites from Telekom Srbija.
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Weekly Briefings
Infrawatch Weekly: 2024 kicking off with TowerCo ownership jostles
TowerCos Vantage, ATC India and IHS seeing ownership action. M&A and satellite segments also off to a busy start in 2024. Cordiant, DTCP, Iridium, Starlink, private network, subsea and more….
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Interview
DTCP grows data centre ambitions for AI “era”
Interview: Zahl Limbuwala discusses investor’s interest in AI, which he believes represents a new “technology fundamental” for data centres, though firm tempers expectations amidst the recent wave of hype. Investor also keeps geographic expansion and investment in adjacencies on the cards…
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M&A
BlackRock stomps into the digital infra scene with GIP buy
Mega-deal, if completed, will see world’s largest asset manager take a seat alongside Vodafone in management of wireless infra spinout Vantage Towers.
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Strategy & Change
Iridium targets MNOs with direct-to-device strategy refresh
US-based satellite operator seeks to tap into NB-IoT market with Project Stardust, harnessing its existing array of satellites and spectrum to deliver “fully crosslinked” solution. MNOs among initial customers being targeted, though competition in the sector continues to rise…
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M&A
Cordiant finds Czech mates for wireless infra business
Cordiant Digital Infrastructure completes three acquisitions to strengthen and expand the “multi-asset platform” play of České Radiokomunikace, its wireless and broadcast asset in the Czech Republic.
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M&A
American Tower firms up Indian exit
Brookfield-affiliated Data Infrastructure Trust to become India’s largest wireless infra player through prospective 78,000-site buyout.
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M&A
Saudi’s stc continues international push with CMC Networks buy
Expansive center3 adds 110 points of presence to its footprint, with a focus on Africa.