Infrawatch: EMEA – Page 3
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Analyst BriefingEMEA Infrawatch: EU moves to plug data centre funding gap
Analyst Briefing: Latest on EMEA digital infra, including the launch of the EU’s call for tenders for the AI Gigafactory data centre scheme, a series of wireless infra transactions in the Middle East and Africa, and the Netherland’s KPN threatening further cutbacks after regulator’s decision to block DELTA Fiber deal.
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M&AGreek fibre: new #1 imminent as Vodafone–PPC merger plans advance
PPC CEO lays out more detail of proposed Greek fibre JV with Vodafone, and adds mid-2027 target for completion. Merged wholesaler would become market leader, but PPC FiberGrid appears likely to take the crown from OTE either way.
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Network & InfraCost-conscious Vivo pushes to reset Brazilian tower supply
Telefónica’s Brazilian business is pursuing contractual, technical, and ‘structural’ solutions as it seeks to bring down the cost of its wireless infrastructure platform.
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M&AMTN moves closer to African tower takeback
South African group takes another step towards re-acquisition of regional assets, via buyout of IHS. CEO Ralph Mupita sees towers as a “critical value-creation driver” for recently revamped strategy. Approval marks latest turn in long (and fraught) relationship…
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Network & InfraHisdesat recruits Airbus, Thales for Spanish satellite build
Hisdesat names Airbus Defence & Space and Thales Alenia Space as leading partners on SpainSat NG III construction. Craft will replace previous SpainSat iteration that suffered irreparable damage, setting back satellite plans for the Spanish government and Hisdesat parent Indra…
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Network & InfraItaly’s FiberCop kicks off 100-node edge data centre build
Italian digital infra player to convert 100 copper exchanges into edge nodes, with first site in Rome already live, as retired exchanges are given new lease of life — supported by fresh KKR funding.
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PeoplewatchDigital Infra Peoplewatch: Cellnex names new regional execs; LightSpeed refreshes wholesale line-up
July 2026–August 2026 edition: 25+ senior and strategic leadership changes in EMEA digital infra, including new appointments at Cellnex Group and its Polish division, Green Datacenters names new execs ahead of European expansion, and LightSpeed fills out senior wholesale and enterprise team.
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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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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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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…