Latest from Infrawatch

infra-orbital data centres

Network & Infra

What will it take to get orbital data centres off the ground?

In-depth: despite naysayers, startups and hyperscalers are accelerating plans to deploy data centres in space, with multiple major announcements since the start of the year. TelcoTitans Infrawatch investigates the players, prospects and viability…

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M&A

UK’s nexfibre goes big, gets Substantial

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Peoplewatch

Openreach ‘joins up’ engineering in latest exec shake-up

infra-eutelsat h1

Financial & Performance

Eutelsat draws back from ‘shaky’ GEO as LEO surges

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Network & Infra

VM O2 inches closer to Starlink mobile services launch

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FibreCos

  • ukiw_truespeed-freedom-fibre

    UK: Freedom Fibre-Truespeed combine as cashed-up consolidator

    In-depth: Strongly-backed, M&A-proven duo merging to create scaled, integrated altnet with 400,000+ footprint in England, boasting rare financial headroom in debt-laden sector, and positioned to drive further consolidation (and fill a Netomnia void?)…

  • orw-emeaiw_orangbl-fibre

    Belgium yet to finish off its fibre Plan B

    Orange Belgium CEO indicates it may not gain clarity on pivotal fibre tie-up with incumbent Proximus until late-2026. Their plan forms part of a major planned reorg of sector that was initiated back in 2023 but remains locked in regulatory review.

  • ukiw_macquarie-kcom-sale

    Macquarie looks to advance KCOM sale — report

    Investment group said to bring in Perella Weinberg Partners to drive forward a sale of Hull-based telco. Creditors reportedly pushing for a sale, as competitive and financial challenges have put pressure on KCOM…

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Infra Investors, Finance & M&A

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UK’s nexfibre goes big, gets Substantial

Deep dive: nexfibre’s planned takeover of Substantial Group, parent of infra rival Netomnia, is the UK’s first billion pound-plus fibre altnet transaction and may open the floodgates to long-anticipated consolidation in the fragmented, scale-hungry sector. Chief Executive Rajiv Datta speaks to TelcoTitans about how the deal boosts its challenge to incumbent Openreach on wholesale fibre.

TowerCos

  • AI, edge and colo: Nokia’s Neutral Host Index redraws telecom’s $200bn shared-infra map

    AI, edge and colo: Nokia’s Neutral Host Index redraws telecom’s $200bn shared-infra map

    Market analysis: Nokia argues that ‘neutral host’ has outgrown its tower-and-RAN shorthand, setting out a broader, investment-led definition also spanning fibre, data centre, and network builders. The prize: a fast-rising revenue pool, increasingly amplified by AI’s infrastructure pull.

  • emeaiw_briefing-260202

    EMEA Infrawatch: EU alters its DNA; fresh satellite plans unveiled

    Analyst Briefing: the EU’s Digital Networks Act garners mixed response from digital infra operators and telcos; Jeff Bezos’ Blue Origin sets wheels in motion for enterprise satellite network; Eutelsat’s ground infra sale blocked after government intervention; more…

  • tt-voda x EamonnOHare

    After fibre tie-ups, Vodafone Spain sounds out MásOrange and Telefónica on RANco idea

    Zegona CEO indicates he is discussing shifting Vodafone Spain’s mobile network to a shared grid with either Telefónica or MásOrange, as part of aggressive transformation of the MNO since 2024 buyout. Eamonn O’Hare said it is fully focused on RANco discussions as two fibreco deals near completion, and addresses Vodafone Spain sale speculation and its fraught historical relationship with Vantage Towers…

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