All Infrawatch Weekly Briefings
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Analyst BriefingUK Infrawatch: Altnets in the “bleak” midwinter; D9 woes; Ofcom spots fibre strength
Latest from the digital infra scene in the UK, including: Gigaclear secures a modest future after Equitix, Digital 9 hit by surprise Arqiva valuation, Ofcom sees fibre access reach surprising highs, and plenty more…
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Analyst BriefingEMEA Infrawatch: telcos advance fibre plans; data centre pledges keep coming
Latest on EMEA digital infra: Telefónica, Vodacom, and Vodafone Spain press on with fibre joint venture plans; 4iG and Magyar Telekom emerge as main winners of Hungary rural fibre scheme; Brookfield and PPC among the latest to make big pitches in the data centre space…
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Analyst BriefingUK Infrawatch: data centres chase power, satcos bridge gaps, government tackles scams
Latest from the UK’s digital infra scene, including: billions pour into south east data centres, operators turn to satcos and infra players to plug gaps, heightened focus on network safety responsibilities, and plenty more…
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Analyst BriefingEMEA Infrawatch: more fibre players pare back rollout; telcos mull AI data centre ambitions
Latest on EMEA digital infra: KPN and OTE revise fibre build strategies; Vodacom keeping “powder dry” for potential fibre, data centre buys; DT and Vodafone ruminate very differently on AI Gigafactory plans; more…
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Analyst BriefingEMEA Infrawatch: satcos look towards future tech; telcos adjust to infra competition
Latest on EMEA digital infra: Vodafone ‘finding its niche’ in subsea cables; SES charts course to launching satellite-based quantum services; Indus Towers eyes possible acquisitions to fuel African expansion; more…
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Analyst BriefingUK Infrawatch Analyst Briefing: banks wobble, equity plays chicken, altnets play baddies
Latest from the digital infra scene in the UK, including: Voneus calls bankers’ bluff, INCA anticipates altnet dominance, nexfibre seeks consolidation jumpstart, and plenty more…
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Analyst BriefingEMEA Infrawatch Analyst Briefing: deep water fibre deployments; AI infra transfers
Latest on EMEA digital infra: EXA Infrastructure, Orange, and Vodafone progress subsea cable projects; Retelit finalise BT Italia acquisition; Cellnex offloads French data centre unit to Vauban; more…
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Analyst BriefingUK Infrawatch analyst briefing: write-down worries, results revelations, Openreach outrage
Latest from the digital infra scene in the UK, including: altnet debt reality bites, rivals sideswiped by Openreach discounts, CityFibre contract gains, and plenty more…
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Analyst BriefingEMEA Infrawatch Analyst Briefing: satellite sovereignty in focus; data centres switch hands
Latest on EMEA digital infra: Eutelsat receives shareholder approval for capital raise; SpaceRISE seeks out ground infra partners for IRIS2; Polish telecoms regulator set to further deregulate Orange Poland; more…
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Analyst BriefingUK Infrawatch analyst briefing: altnets assemble, convergence interest swells, finances reinforced
Latest from the digital infra scene in the UK, including: Chelot’s altnet future vision, Gamma on FMC opportunities, Project Gigabit funding updates, and plenty more…
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Analyst BriefingEMEA Infrawatch Analyst Briefing: fibrecos hit the accelerator; digital divestments develop
Latest on EMEA digital infra: French operators progress copper-to-fibre migration; German government mulls regulatory changes to speed up fibre rollout to flats; TDF becomes latest subject of French tower divestments; fibre players GlobalConnect and XpFibre reportedly up for sale…
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Analyst BriefingUK Infrawatch Analyst Briefing: Zen means business, Ofcom unleashes spectrum, Mesch moves up
Latest from the digital infra scene in the UK, including: Ofcom’s advances on satcomms and mmWave, UK plans to address AI energy demand, arrivals at Zen and big moves at CityFibre, and plenty more…
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Analyst BriefingEMEA 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 BriefingUK 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 BriefingEMEA 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 BriefingUK 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 BriefingEMEA 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 BriefingUK 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 BriefingEMEA 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 BriefingUK 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…