All Infrawatch Analyst Briefings – Page 6
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Analyst BriefingInfrawatch 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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Analyst BriefingInfrawatch 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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Analyst BriefingInfrawatch Weekly: sharpened focus for emerging TowerCos, bumps on path to UK fibre consolidation, 6G in space
Latest from the digital infra scene in the UK and beyond, including TowerCos IHS and Helios embracing core-strengthening exercises; Netomnia’s predictions for a likely ceiling on market penetration for altnets; and the beginning of the next rules update for the UK’s fibre landscape. Plenty more…
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Analyst BriefingInfrawatch Weekly: fibre switching ‘hijacked’, Cellnex asset squeeze, CityFibre gets acquisitive
Latest from the digital infra scene in the UK and beyond, including Netomnia’s takedown of Openreach and VM O2 on fibre switching delays; Cellnex plans for a future focused on delivering returns; fibre rollout progress in Europe and Latin America; and a potential spark for accelerated altnet consolidation in the UK.
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Analyst BriefingInfrawatch 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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Analyst BriefingInfrawatch 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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Analyst BriefingInfrawatch 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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Analyst BriefingInfrawatch 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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Analyst BriefingInfrawatch 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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Analyst BriefingInfrawatch 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….