All Diego Galli articles
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Network & InfraINWIT bags €350m from EU to build out wireless infra estate
European Investment Bank gives Italy’s largest TowerCo a second funding boost for 5G and FWA rollout, with goal of improving coverage in rural regions and areas with heavy data usage. Read more…
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Network & InfraINWIT explores RAN-as-as-service in challenging Italian market
Italian infra player INWIT is looking at new services to drive continued revenue growth, and has kept the faith that recent consolidation will “unleash” mobile operator spending.
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Strategy & ChangeTower group SBA wants ‘visibility’ before voyaging into foggy Europe
Eurosceptic tower group plays down the prospect of any dealmaking to give it a regional presence, saying its M&A focus is on strengthening businesses within its existing footprint.
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Financial & PerformanceINWIT expects Italian consolidation to unlock 5G spend
INWIT sees brighter future for mobile operator infra investment in Italy after dust settles on M&A activity as the TowerCo reported “resilient” Q2 results.
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Analyst BriefingVodafonewatch Weekly: cost of Ethiopian expansion laid bare; another twist in M&A tale
Latest from Vodafone, affiliates and partners: Group earns security clearance for UK merger; Ethiopia optimism reiterated despite financial reality check; and TowerCo Inwit braces for reshaped Italian market following MNO reshuffle. More from South Africa, Spain, Netherlands, elsewhere…
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Financial & PerformanceInwit boss hopes wave of Italian telco deals will halt sector decline
Wireless infra player’s General Manager Diego Galli sees prospective wave of Italian market consolidation as good news for operators’ suppliers, including TowerCos, by strengthening telcos’ cash position and arresting recent slump in spend.
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Financial & PerformanceSoggier MNO spending dampens INWIT sales outlook
Italian TowerCo flags weak fixed wireless access demand and lower discretionary spend in an otherwise solid third quarter performance.
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Strategy & ChangeAn MNO no-no? TowerCos tread fine line on active equipment
The shift from renting out passive infrastructure to owning or managing active equipment is being explored by TowerCos as a path for growth, but the way is fraught and uncertain. Investor/InfraCo perspectives from Brookfield, Cellnex, INWIT, Nokia, Phoenix, TowerXchange EMEA, Vantage.
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PremiumINWIT untroubled by Voda-Iliad rumours as new opportunities open up
Prospect of market consolidation seen as more good news than bad for Vantage Towers’ Italian JV.
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PremiumVodafone Peoplewatch: new OpCo CEO amid changes in Europe
April 2023 update: Series of changes include new Albania CEO and senior swaps in Greece and Hungary.
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M&AINWIT flags ‘pipeline’ of potential M&A add-ons
TowerCo boss caveats that any deal-making will be local, small scale, and funded by organic capex.
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M&AINWIT boss: time not right for M&A
High cost of borrowing means new management taking “cautious approach” to consolidation.
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OperationsNew-look INWIT board appoints Chairman, General Manager
INWIT Director Oscar Cicchetti gets Chairman gig.
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M&AINWIT continues to fill M&A kitty
Growing Italian TowerCo building up a €1bn platform for deal-making at end of its latest strategic cycle, in FY23. Expansion plans could give co-parent Vodafone another runner in European TowerCo race, beyond main vehicle Vantage Towers.
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Strategy & ChangeItaly’s INWIT: we’re Mercedes of tower race
CEO sees refresh of INWIT’s internal operations, instigated following meld of Vodafone Italy towers, as basis for industry leadership and stepping stone to expansion into new markets.