All EMEA Infra articles – Page 2
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Strategy & ChangeSateliot eyes Americas expansion while plotting move beyond NB-IoT
Sateliot has expanded its fundraising target to €150mn as it seeks to extend its satellite network from NB-IoT devices to smartphones, with the Spanish satco eyeing up a transatlantic step-up.
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Network & InfraEU fires starting pistol on €30bn AI Gigafactory bidding process
Bloc moves to get construction of new mega data centres underway next year with provision of funding, as well as procurement and supplier deals. EU flags aims to balance sovereign ambitions with building out “at speed”…
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Network & InfraItalian 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.
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Strategy & ChangeIndian infra giant Indus secures go-ahead for African entrance
Towerco wins regulatory approvals and operating licences to launch in three African markets, with build-out expected to commence in the coming months. CEO Prachur Sah aims to create “strong foothold” in Africa, as first orders from anchor tenant and shareholder Airtel come through…
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Financial & PerformanceLiberty’s Fries foresees second Sunrise as Ziggo spinout races ahead
Liberty Global CEO Mike Fries sees tailwinds for European telecoms business, floats potential for fast completion of restructuring, and anticipates materially higher-than-expected synergies as VodafoneZiggo joins Telenet for Benelux grouping, replicating perceived successes of Sunrise spin-out in 2024.
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PeoplewatchGD Towers picks M&A hand as CEO, as consolidation rumours resurface
GD Towers CFO Philipp Pohlmann to become CEO in September, as longstanding chief Bruno Jacobfeuerborn steps down. Exec brings a wealth of finance and M&A experience, amidst rumours that GD Towers shareholders have held talks over a potential combination with Cellnex over the past year…
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Public AffairsGermany finally gets ducts in a row with new BNetzA regs
Networks watchdog firms up contractual framework for access to incumbent Telekom Deutschland’s underground assets, following several years of industry arguments. Regulator claims to have “removed the obstacles to duct access” for altnets, and handed a much-needed boost to Germany’s pressured fibre infra sector. But not everybody is happy…
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InterviewFrom telecoms to national security: Orange DD&S champions dual-use tech with Drone 360 detection
Interview: As Direction Défense & Sécurité celebrates its one-year anniversary, Director Nassima Auvray speaks with TelcoTitans Orangewatch about the Business division’s sovereign counter-drone ecosystem solution for critical infra, and what’s up next…
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Partnerships & AlliancesVodafone extends Satellite Connect Europe ties into Portugal
Vodafone Portugal to offer direct-to-device connectivity through Satellite Connect Europe tie-up. Deal adds another Vodafone Group market to SatCo’s coverage plans, although launch troubles at AST SpaceMobile have pushed back commercial go-live…
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Strategy & ChangeKPN may rethink fibre ambition after Delta buy blocked
Dutch incumbent’s Chief Executive Joost Farwerck calls watchdog’s decision to thwart bolt-on purchase of fibre assets from rival Delta “very strange”, and warns it may prompt a rejig of its footprint expansion goal for 2030.
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Financial & PerformanceEuroTeleSites 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.
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M&ATowerco TAWAL said to eye Mobily mast buy in prep for IPO
Saudi wireless infra player reportedly looking to snap up Mobily tower assets, the latest in a string of acquisitions to expand its portfolio and international presence. Move comes as Mobily stakeholder e& reportedly reviewing exits from other assets to refocus on ‘core’ telecoms business…
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Analyst BriefingEMEA Infrawatch: pressured European infracos rethink ownership models
Analyst Briefing: Latest on EMEA digital infra, including a court rejecting INWIT’s request to block Fastweb + Vodafone and TIM from exiting their MSAs early, Amazon Leo beating Starlink to secure a South African entrance, and rumours of Telefónica and Pontegadea kicking off talks to sell subsea cable operator Telxius.
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AnalysisReality check: assessing telco claims of Europe’s High-Risk Supplier crackdown cost — Strand Consult
Guest analysis: with 30% EU exposure remaining, concentrated on 5G RAN, specific countries and three big telcos, John Strand considers media and industry warnings of HRS rip-and-replace costs overstated, evidencing Denmark, the UK and other European markets as showing transition can be managed without derailing 5G rollout. In an age of national security, he also deems it essential for securing future mission-critical contracts.
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M&ATelefónica said to reboot sale of subsea cable interest Telxius
Operator and investor partner Pontegadea reportedly kick off talks to divest Telxius at a €1.2bn valuation. Move aligns with Telefónica Group’s recent reconfiguration of infra assets under Transform & Grow strategy, and follows rumours of previous, unsuccessful sale talks…
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Partnerships & AlliancesBezos trumps Musk on home turf as Amazon Leo signs South African satellite deal
Amazon Leo has secured a breakthrough route into South Africa, partnering with Vodacom-linked Herotel to launch satellite broadband services while rival Starlink remains constrained by local licensing requirements.
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Financial & PerformanceEricsson chief signs off, claims network revival nearing
Amid continuing growth challenges, Ericsson President & CEO Börje Ekholm is pinning hopes on physical AI and defence comms, and claims vendor is fully primed to exploit opportunities for a top-line revival.
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M&AFrance’s Scaleway bulks up cloud platform with Qarnot buy
French cloud provider eyes data centre and services expansion through acquisition of Qarnot, having identified potential synergies and alignment on heat recycling as key benefits to the buy.
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Analyst BriefingEMEA Infrawatch: satellite operator ‘space race’ heats up
Analyst Briefing: Latest on EMEA digital infra, including AST SpaceMobile and Iridium moving to improve satellite launch capacity, the Spanish government imposing new energy backup requirements for towers, and Deutsche Glasfaser finally firming up its refinancing programme.
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PeoplewatchOrange–T-Mobile Poland tower-sharing venture selects new CEO
NetWorks appoints former technology chief Patryk Borkowski as CEO, as Maciej Zengel returns to telco (and NetWorks co-parent) Orange Poland.