All Infrawatch Weekly Briefings
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Analyst BriefingsEMEA Infrawatch Analyst Briefing: fresh fibre financing; space infra upgrades
Latest on EMEA digital infra: fixed acquisitions, expansion initiatives, and financing deals announced across the region, including key updates from 4iG and United Fiber; Indus Towers makes first move beyond domestic market; satcos progress LEO constellation developments…
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Analyst BriefingsUK Infrawatch analyst briefing: Netomnia evolution, data centre planning pushback
Latest from the digital infra scene in the UK, including: GoFibre and Netomnia funding success, planning ups and downs for data centres, TalkTalk travails; people moves, and plenty more…
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Analyst BriefingsEMEA Infrawatch Analyst Briefing: AI infra competition ramps up; infra carve-out trend continues
Latest on EMEA digital infra: Vodacom secures another regulatory win for Maziv fibre JV; Kenyan gov mulls Safaricom infra separation; OpenAI ponders play in GPU-as-a-service segment; fresh DCs and subsea cable links across EMEA…
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Analyst BriefingsUK Infrawatch analyst briefing: CityFibre upgrade plans, Netomnia wholesale goals, datacentre net zero gains
Latest from the digital infra scene in the UK, including: government support for digitalisation sustainability, CityFibre tackling technology integration, a new UK wholesale platform; a flurry of new senior appointments, and plenty more…
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Analyst BriefingsEMEA Infrawatch Analyst Briefing: towercos go organic; new players enter DC scene
Latest in EMEA digital infra: Cellnex confident it can navigate potential telco consolidation in France; Helios seeks further organic growth with strategy refresh; Spanish telco trio progress fibre spin-out plans; Tele2 preps tower carve-out…
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Analyst BriefingsUK Infrawatch analyst briefing: altnet financing flows, DSIT ponders infra future, satcomms prioritised
Latest from the digital infra scene in the UK, including: new financing for Grain Connect and TalkTalk, UK government backs satcomms, Wight Fibre shares overbuild lessons; people moves, and plenty more…
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Analyst BriefingsEMEA Infrawatch Analyst Briefing: fixed infra highs and lows; backbones strengthened
Latest in EMEA digital infra: satellite trio begins picking IRIS2 construction partners; EU takes another look at KKR’s recent fixed asset purchase; South Africa’s Competition Commission finally gives verdict on Vodacom–CIVH fibre JV; African telcos and govs strengthen backbone…
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Analyst BriefingsUK Infrawatch Analyst Briefing: CityFibre reloads, Aviva consolidates, Cellnex eyes UK
Latest from the digital infra scene in the UK, including: CityFibre secures financing for expansion drive, GoFibre picks up Project Gigabit deal, Cellnex engages UK government on investment; people moves, and plenty more…
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Analyst BriefingsEMEA Infrawatch Analyst Briefing: lighting up subsea lines; wireless infra org tweaks
Latest on EMEA digital infra: Boldyn Networks and Deutsche Funkturm restructure; Telxius partners with Google on new transatlantic subsea system; Telenor eyes Norwegian expansion with GlobalConnect asset acquisition…
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Analyst BriefingsUK Infrawatch Analyst Briefing: speed race hots up, gov gives and takes, PIA protested
Latest from the digital infra scene in the UK, including: Sky boost for CityFibre and consumer broadband speeds, government promises advanced connectivity investment, SRN goals scaled back; altnets lobby on PIA changes; people moves, and plenty more…
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Analyst BriefingsEMEA Infrawatch Analyst Briefing: AI factories in the pipeline; sovereign satellite race rolls on
Latest in EMEA digital infra: AST SpaceMobile, Eutelsat progress European sovereign satellite plans; Spain becomes latest EU country to submit AI Gigafactory bid; Liberty Global CEO Mike Fries updates on infra rejigs…
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Analyst BriefingsUK Infrawatch Analyst Briefing: NVIDIA swoops; BDUK target stretches; altnet ownership wobbles
Latest from the digital infra scene in the UK, including: AI’s role in future connectivity, UK and local government investment plans; altnet acquisition rumours; people moves, and plenty more…
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Analyst BriefingsEMEA Infrawatch Analyst Briefing: fixed infra rejigs; DC money keeps flowing
Latest on EMEA digital infra: major investments in data centre expansion seen across the region; Spanish telcos continue work on creating new fibrecos after major M&A last year; Vodafone diversifies build partners at German fibre JV after Geodesia ”issues“…
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Analyst BriefingsUK Infrawatch Analyst Briefing: APFN’s new platform, Avanti’s court win, Netomnia grows backbone
Latest from the digital infra scene in the UK, including: wholesale aggregation gathers pace; rural coverage ups and downs; Netomnia’s core capacity expansion; and plenty more…
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Analyst BriefingsEMEA Infrawatch Briefing: tower sell-offs, DC deployments, orbital experiments
Cellnex CEO Marco Patuano says the TowerCo is one step closer to selling its Swiss business and French data centre assets. Meanwhile, IHS Towers forks off Rwandan unit to newly formed tower player. In the space sector, several players look to get D2D services off the ground, while others tinker with new space comms solutions.
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Analyst BriefingsEMEA Infrawatch Briefing: resilience under the microscope; TowerCos face up to ‘land banks’
Power outage in parts of Europe and the aftermath of USA’s ‘Liberation Day’ tariffs give digital infra players food for thought on data sovereignty and resilience. Meanwhile, TowerCos come face-to-face with land aggregation firms after expressing concerns that the latter could stockpile land assets.
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Analyst BriefingsUK Infrawatch Briefing: altnets prove worth, AI plans develop, nexfibre stalls
Latest from the digital infra scene in the UK, including: UK MVNO market reinvigorated by challengers; Kao Data schmoozes with DSIT; a £70m network upgrade contract floated in Wales; people moves; and plenty more…
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Analyst BriefingsUK Infrawatch Briefing: altnets and Openreach square up, data centres spread out
Latest from the digital infra scene in the UK, including: data centres embrace regional opportunities; overbuild threats loom; a closer‑than‑expected scale fibre platform; people moves; plenty more…
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Analyst BriefingsUK Infrawatch Briefing: supply vulnerabilities, vendors value altnets, aggregation opportunities
Latest from the digital infra scene in the UK, including: APFN breaking down national fibre barriers, Xantaro driving Wildanet’s ‘aggressive’ expansion; DSIT tackling UK’s vendor duopoly; people moves, and plenty more…
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Analyst BriefingsEMEA Infrawatch Briefing: data centre strategy roadmaps; InfraCos seek to cut overlap
Latest on EMEA Infra: several digital infra and telecoms players adjust data centre strategies, aiming to capitalise on rising demand for AI and cloud services; FibreCos forge fresh access deals with goal of reducing overbuild; wireless infra players still up for sharing; more…