All Capex (capital investment) articles
-
M&ADT gains another fibre M&A leg-up with Essen infra buy
Group to take over struggling fibrecos metrofibre and ruhrfibre, marking its second inorganic expansion in Essen over the past year. Move gives DT a fibre footprint boost amidst fierce competition from altnets, and as it waits for 2027 to free up more funding for rollout from AI efficiencies.
-
NetworkUK fibreco Hyperoptic rejects wholesale as retail focus starts to pay
Altnet’s latest accounts reveal an altnet balancing rising debt and ongoing cash burn against improving profitability and penetration, while CEO Dana Tobak outlines an increasingly selective approach to expansion, wholesaling and consolidation.
-
Finance & StrategyBrazil and Spain keep ship on course at Telefónica
Q2 FY26 in-depth: Telefónica on track to meet FY26 goals after strong set of Group numbers for quarter, although performance trends remain mixed across markets.
-
Finance & StrategyTelefónica’s efficiency progress on display
Q2 FY26 guidance: Cost-focused Telefónica expresses confidence on execution of spend reduction measures, and reflects optimism in upwards tweak to FY26 profitability guidance…
-
Partnerships & AlliancesSpace42, Viasat to spend $1bn to get satellite JV off ground
New platform venture Equatys’ co-parents prep fund for first phase of manufacturing and deployment, while moving to secure additional capital from third parties. Financing brings the JV a step closer to launching “space tower” proposition…
-
Venturing & InvestmentsGermany sees altnet investment decline amidst financing challenges
Trade organisation BREKO flags 2025 as having the first decrease in annual altnet fibre investment since 2017, marking the latest sign of financial struggle for national fibrecos.
-
NetworkWildanet joins fibreco multiplay push with TiVo
Open access: Latest UK challenger to broaden proposition in competition dogfight. TiVo/Freely UK-first advances natural evolution from broadband provider to multi-service operator. “Expect more from us”, commercial chief Simon Hughes tells TelcoTitans…
-
InterviewFibrus sets sights on cashflow milestone as fibre build nears completion
Cumbria and Northern Ireland altnet passes capex peak, nears build completion, and turns focus more wholly to customer connections. TV add-on will support the push as Fibrus turns capex-intensive infra into cash flow.
-
NetworkAfrica’s fibre boom needs a commercial operating model — not just more network
Open-access analysis: Building fibre across Africa is only the first hurdle; monetising capacity is the commercial test. From prepaid township offers to carrier-neutral wholesale platforms, operators need scalable operating models to turn network investment into services and returns. Draws on market evidence and ZIRA Group’s fibre and wholesale experience…
-
Finance & StrategyDT Q2 Guidance: course held steady
DT makes slight upward tweak to cash flow guidance in echo of T-Mobile forecast.
-
NetworkDigi teases measured approach to UK expansion as converged challenger emerges
Serial under-cutter Digi is investing cautiously, building fibre selectively, and laying the groundwork for a future fixed-mobile proposition, suggesting an aggressive land grab is unlikely.
-
InterviewInterview: euNetworks chief Marisa Trisolino’s fibre build blueprint
A year on from taking over as Chief Executive of euNetworks, Marisa Trisolino talks TelcoTitans through how she plans to take the regional digital infrastructure business to the ‘next level’, leveraging rising demand for high-end connectivity from Europe’s main data centre hubs. Although now equipped with new capital and a refreshed exec team, euNetworks will remain ‘selective’ and ‘clinical’ on expansion, she stresses.
-
Finance & StrategyVodafone’s Indian revival side-story: Vi declares ‘year of execution’ after first-ever customer base growth
In-depth (another of Vodafone’s low-key £1bn+ bets): local management promote inaugural net customer adds as evidence that 5G-led revival is coming through, putting operator on the road to competitive (and financial) recovery, if only yet more funding secured…
-
NetworkItalian towers industry ‘stalled’ as INWIT–MNO contract dispute rumbles on
INWIT chief Diego Galli delivers a stark warning on the future of Italy’s telecoms infra market, arguing that contract disputes with key tenants and uncertainty over spectrum renewal are freezing investment at a critical moment for national connectivity.
-
NetworkAmerican Tower continues streamlining with APAC departure
US wireless infra giant offloads last two outposts in Asia-Pacific as it concentrates resource on riding 5G and edge/AI wave in developed markets.
-
NetworkOpenreach’s fibre roll slows to 2021 levels
Q1 FY26–27: rollout pace declines sharply as 25 million threshold nears, while customer adds ramp up to become primary Openreach preoccupation, as BT keeps post-2026 build playbook hidden…
-
Finance & StrategyEuroTeleSites hits H1 top-line marks as tenancies flow in
Central and eastern European tower group cites third-party tenancy gains as driver of faster-than-expected revenue growth in H1 FY26.
-
Finance & StrategyEutelsat/OneWeb: UK’s £500m LEO satellite bet loses two-thirds of value in six years
As now-parent Eutelsat painfully pivots from geostationary to low Earth orbit infrastructure, the UK’s £342m loss on its controversial OneWeb rescue faces fresh scrutiny. Despite the substantial loss of value, government officials maintain that LEO commitment remains crucial to the nation.
-
Finance & StrategySpanish upstart Digi goes public, nets €150m for expansion
Low-price disruptor Digi Spain bolsters its challenge to rivals Telefónica, MásOrange, and Vodafone Spain with an over-subscribed stock market float.
-
NetworkSpanish government green lights Telefónica-led Gigafactory bid
Spanish government gives the go-ahead for public-private venture that will lead European AI Gigafactory project. Private shareholders include Telefónica, ACS, and Santander.