All EMEA Infra articles
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Partnerships & AlliancesGermany: O2 fibre-ups its broadband plan with Deutsche Glasfaser deal
Amid intense competition, German operator is switching focus away from cable/DSL and onto higher-value full-fibre, adding Deutsche Glasfaser to its roster of broadband whole-buy partners.
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InfraBT claims higher ground over Starlink with launch delay
BT is holding back its planned Starlink broadband launch until controversy surrounding the satellite operator subsides, although CEO Allison Kirkby insists the service remains on track to go live within months as the operator considers how to cover the hardest-to-reach parts of the UK.
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Finance & StrategyVodafone offers SocGen guarantees on OXG value in Germany’s new fibre market reality
Vodafone has rewritten the financial model underpinning its German fibre JV amid changing market dynamics and economics, offering new partner Société Générale downside protection as the operator keeps the seven-million-premises build ambition alive.
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Finance & StrategyINWIT warns Fastweb + Vodafone it’s all or nothing on tower access
INWIT has escalated its fight with Fastweb + Vodafone, rejecting its anchor tenant’s vision of an orderly twelve-year migration and insisting that, if the MNO can terminate its tower contract, it must vacate the entire estate by March 2031.
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Finance & StrategyHelios climbs on Middle East and Africa site spend
While European and American peers battle for growth, MEA-focused Helios Towers expects double-digit increases in tenancies, earnings, and cash flow this year as regional mobile operators ramp up spend on network coverage and capacity.
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Finance & StrategyEutelsat sees €10bn commercial opportunity as IRIS² work begins
IRIS² construction brings Eutelsat billions in revenue but limited margin and substantial delivery risk. Management is instead focused on the next phase, with hopes of turning OneWeb into a 50%-plus-margin business.
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Finance & StrategyKPN ponders fibre end game after hitting six million homes mark
Dutch incumbent evaluating options on how to wrap up multi-billion-euro fibre rollout programme most cost-effectively, as it comes within reach of 85%-coverage goal with four years in hand.
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Technology & ITOrange tests D2D appetite as Europe eyes satellite sovereignty
Orange is using its first commercial direct-to-device offering to test customer appetite rather than chase mass adoption, while trials with AST SpaceMobile and the battle over European MSS spectrum point towards a broader satellite strategy built around multiple technologies and partners.
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InfraVodafone warms to EU’s AI Gigafactory potential — report
Group linked to a Hochtief-led application under the EU’s €30bn hyperscaler data centre programme. Appetite for the scheme differs among Vodafone’s European telco peers…
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NetworkNokia opens the door as Europe arrives at NVIDIA’s AI-RAN party
NVIDIA’s alignment with Nokia shows through via a deluge of telco link-ups. BT, Deutsche Telekom, Elisa and Orange are progressing AI-RAN while peers simultaneously build the distributed compute and agentic software layers needed to support new services.
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NetworkEuropean telco giants step up united front against US satco threat
Telekom, Telefónica, Orange, and Vodafone are preparing a collective grab for satellite spectrum as operators and policymakers confront the prospect of Starlink and other non-EU players disrupting the market.
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B2BGerman fibre: 1&1 is GlasfaserPlus’ new plus one
New wholesale agreement gives Telekom Deutschland fibre JV a handy and potentially substantial RoI boost while also helping 1&1 address flat performance in Germany’s cutthroat broadband market.
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Finance & StrategyNetherlands: Odido’s private equity parents de-couple
Warburg Pincus crystallises 2022 investment in Dutch telco while Apax pledges “committed, long-term backing” to business.
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Finance & StrategyTelefónica’s German fibre JV enters debt talks — reports
Unsere Grüne Glasfaser enters talks with creditors over difficulties with managing debt pile, switching from plans to pursue a refinancing plan. Rumours mark latest signs of financial troubles in the German fibre broadband market.
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InfraOrange advances European ‘AI highways’ with subsea cable expansion
Orange is expanding its subsea footprint once again, backing the Pisces cable project linking Ireland with France, Spain, and Portugal as the operator deepens its push to build the connectivity foundations of Europe’s sovereign AI ambitions.
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Public AffairsEuropean altnet associations unite on call for copper-to-fibre migration certainty
European fibre associations unite under the Digital Networks Alliance banner, advocating for firm copper-to-fibre migration timelines and regulation to prevent anti-competitive practices from major operators. Trio of German organisations among founding members, as the country grapples with its fibre regulatory framework…
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M&AINWIT shareholders look to swoop on slumped Italian towerco — reports
Ardian, Vantage Towers, and other major backers are said to be weighing a take-private deal for INWIT, potentially capitalising on a near-record-low share price amid legal battles with the towerco’s anchor tenants.
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AnalysisWhat the EU’s critical communications plan means for telcos — Strand Consult
Guest analysis: Strand Consult examines how the EU’s proposed multibillion-euro, 2030–36 critical communications framework could create new mobile network demand, while raising questions over investment, remuneration, and excising High-Risk Suppliers.
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Analyst BriefingEMEA Infrawatch: subsea vulnerabilities in the spotlight
Analyst Briefing: latest on EMEA digital infra, including infra operators seeking to improve subsea cable resilience, Deutsche Telekom and SoftBank advancing plans to expand their data centres, and Indra melding its space and defence divisions as part of a strategic rethink.
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MarketingEtisalat goes back to its roots with major rebrand
Emirati telecoms group switches back to the etisalat brand after four years of e&, as it refocuses on the ‘core’ telecoms business.