All Diego Galli articles
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Financial & Performance
Soggier 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 & Change
An 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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Premium
INWIT 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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Premium
Vodafone 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&A
INWIT 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&A
INWIT boss: time not right for M&A
High cost of borrowing means new management taking “cautious approach” to consolidation.
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Operations
New-look INWIT board appoints Chairman, General Manager
INWIT Director Oscar Cicchetti gets Chairman gig.
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M&A
INWIT 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 & Change
Italy’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.