All Infrawatch Analyst Briefings – Page 3
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Analyst BriefingUK Infrawatch Weekly: UK satellite taking off; Equitix bailing on Gigaclear?
Latest from the digital infra scene in the UK, including the latest on public sector network investment; a rapidly developing SatComms scene; signs of Equitix edging away from Gigaclear, and plenty more…
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Analyst BriefingEMEA Infrawatch Briefing: SatCos explore new options; subsea revamps
Spain’s Indra eyes bigger role in European satellite picture, while Eutelsat moves to bring space connectivity to Nigeria and (reportedly) Egypt. Meanwhile, fibre players have struck fresh deals in Ireland and Spain, while others consider if further buys are immediately necessary…
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Analyst BriefingUK Infrawatch Briefing: data centre AI plans; Zzoomming up altnet tables; Freshwave deals
Latest from the digital infra scene in the UK, including the latest on sector mergers; power challenges accompanying the government’s AI power play; people moves, and plenty more…
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Analyst BriefingEMEA Infrawatch Briefing: Spain in spotlight; TowerCo team-ups; M&A next steps
Latest on EMEA Infra: Spain flagged as a frontrunner in legacy switch-off progress, thoguh concerns on fibre overbuild remain; Cellnex mulls path to home market consolidation; TowerCos in Europe and Africa seek to expand rural and transport connectivity; more…
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Analyst BriefingInfrawatch Weekly: fibre boosts across Europe; space deals in the shadows
Latest from EMEA Infra: UK FibreCos hit key footprint expansion milestones, with Openreach to fuel programme with fresh Project Gigabit funds; MásOrange and Vodafone Spain firm up fibre venture in Spain; Amazon and SpaceX said to prepare government fibre deals in Italy and UK; more…
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Analyst BriefingInfrawatch Weekly: fibre ups and downs; telcos lean into data centre deals
Latest from the digital infra scene in the UK and beyond, including a DC sale in Ireland; UK fibre altnet plans from new INCA CEO Paddy Paddison; another Project Gigabit stumble; a world-first satellite claim from One NZ; plus strategic executive moves and plenty more…
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Analyst BriefingInfrawatch 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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Analyst BriefingInfrawatch 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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Analyst BriefingInfrawatch Weekly: Ofcom spectrum plans, open RAN wins, INCA treasure
Latest from the digital infra scene in the UK and beyond, including Nokia wins DT open RAN deal; Ofcom weighs SatCom opportunities; altnets debate wireless options; and plenty more…
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Analyst BriefingInfrawatch Weekly: new infra monetisation options, altnets partner up, DSIT on a roll
Latest from the digital infra scene in the UK and beyond, including AI’s potential in heart of telecoms infrastructure; UK altnets exploring partnerships for enterprise reach; Cellnex reports on restructuring progress and consolidation hopes; people moves, and plenty more…
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Analyst BriefingInfrawatch Weekly: fibre retail goldrush, Ericsson and Nokia wins, space gets crowded
Latest from the digital infra scene in the UK and beyond, including Lit Fibre and AllPoints consider retail prospects; private equity keeps up data centre funding momentum; Boldyn brings positive vision to neutral hosting, and plenty more…
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Analyst BriefingInfrawatch 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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Analyst BriefingInfrawatch Weekly: TowerCos face churn, altnets’ £800m losses, TalkTalk rapped
Latest from the digital infra scene in the Europe and beyond, including another £16m on the £800m UK altnet losses pile; £6bn datacentre boost; European TowerCo consolidation mooted, and plenty more…
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Analyst BriefingInfrawatch Weekly: EU to invest in quantum, subsea, and 5G; hurricanes accelerate LEO clearance
Latest from the digital infra scene in the UK and beyond, including a new data centre for Manchester; Starlink sat‑to‑cell cleared for hurricane relief; EU heralds €865m spending plans, and plenty more…
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Analyst BriefingInfrawatch Weekly: UK altnets chase funding, DTCP backs Ireland for datacentres, physical infra sparks objections
Latest from the digital infra scene in the UK and beyond, including CityFibre exceeds 2023 expectations; Atlantic Hub datacentre expansion in Ireland; Huawei UK increases security test spend; Italy bids for strategic subsea assets, and plenty more…
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Analyst BriefingInfrawatch Weekly: Gigaclear eyes more funding, SatCos look to partners, DT fuels infra beefs
Latest from the digital infra scene in the UK and beyond, including potential funding gap at Gigaclear; Intelsat links with Vodafone; new leadership at Freedom Fibre; Ofcom calls in OTS reinforcements, and plenty more…
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Analyst BriefingInfrawatch Weekly: telco politics across Europe, infra sell-offs, new UK fibre leader pops up
Latest from the digital infra scene in Europe and beyond, including: Draghi’s plans for Euro consolidation; One Touch Switch impact; another LEO constellation funded; $40bn data centre IPO looms; people moves; plenty more…
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Analyst BriefingInfrawatch 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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Analyst BriefingInfrawatch Weekly: Fibrus and Quickline charge on; data centre investment enthusiasm; BDUK investment pros and cons
Latest from the digital infra scene in the UK and beyond, including datacentre developments draw in cash, Ofcom mulls new code powers for operators great and small, value of regional subsidy plans pondered, and plenty more…
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Analyst BriefingInfrawatch Weekly: CityFibre’s Sky swoop; altnet financial ups and downs; Euro data centre cashouts
Latest from digital infra scene in UK and beyond, including: UK fibre altnets posting substantial losses but building up valuable assets; signs that direction of UK state infra investment may be getting a rethink; European data centre sales plans; latest people moves, and plenty more…