Infrawatch: Global – Page 4
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Strategy & ChangeVirgin Media hits milestone in fibre-focused IT refresh
Execs highlight progress in digital refresh underpinning cableco’s transformative, twin-push into fibre infrastructure and wholesale business.
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M&AAustria and Ireland ‘up next’ on Cellnex’s sale agenda
Tower group said to be weighing up options at another two subsidiaries, including part or full sales, following various transactions in last year. The report comes shortly after CEO Marco Patuano expressed his appetite for more outgoing M&A deals, to support leverage reduction.
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Strategy & ChangeHungary’s 4iG to carve out infra assets as part of post-M&A tidyup
Expansive regional IT and telecoms player is to make a late entrance into European infra spinoff party as it seeks to optimise cost base and bring in capital to reduce debt.
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M&A‘Pragmatic’ Cellnex open to full exits to boost debt repayment drive
Spanish group’s exit from private networks business could be followed up by more deals, to boost programme of financial strengthening.
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Financial & PerformanceSoggier 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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Network & InfrastructureOTE digs in on fibre build amid competitive and operational headwinds
Greek incumbent’s FTTH rollout programme progressing “steadily”, as run rate nears level required to meet headline three million homes passed target. Read more on key takeaways from Q3 FY23, incl. performance, competitive intensity, disruption from fires and floods…
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Strategy & ChangeDigitalBridge open to ‘surgical’ fibre buys as deal prices drop
Infra investment giant has long been lukewarm on M&A opportunities in residential Gigabit market but now appears more open, thanks to reduced asking prices for equity.
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PeopleGavin Patterson takes chair at utility platform player Kraken
Former BT chief to help scale cloud-based supply chain automation platform in the energy sector and beyond.
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Vendor VoiceProdapt: Domain specialist service providers can help telcos go beyond opex reduction
Telcos should zoom out of their opex focus and pursue the top‑line improvement potential inherent in their networks with enterprise customers, believes Prodapt.
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Network & Infrastructure‘Show me the money’: vHive’s economic case for autonomous Tower Digital Twins
The TowerCo opportunity is no longer principally a real estate play, as traditional players work to extract more value from physical assets, and neutral infra players expand ambitions. vHive presents hard cash evidence supporting digitisation as key to unlocking a new level of economic worth.
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Strategy & ChangeAmerican Tower’s departing CEO talks up 5G, data centres, and AI
Tom Bartlett signs off on 14-year stint at US infra giant, arguing it is positioned favourably to handle rising AI and data demands as it scales its global digital infrastructure.
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Venturing & InvestmentsPressured infra group Digital 9 to exit Icelandic business
Group’s disquieted shareholders compel management to speed up and expand asset sales in order to cut leverage and raise funds.
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PeopleTom Bartlett steps down as American Tower CEO
Steve Vondran appointed to lead TowerCo starting in February 2024.
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InterviewInterview: Orange Wholesale chief says hyperscalers, cloud, AI fundamentally changing subsea cable
In an exclusive interview with TelcoTitans, Michaël Trabbia, CEO of freshly-reconfigured €7.4bn Orange Wholesale, highlights how the transatlantic currently dominates strong subsea investment (Pacific, Africa also in the frame), with hyperscalers (except Apple) key drivers on major routes. And much more…
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Strategy & ChangeOrange not in a hurry for Polish tower spin-off
Orange Poland CFO Jacek Kunicki says tower separation is not a priority, despite rivals’ recent moves and apparent Group-level interest in a carve-out.
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Network & InfrastructureT-Mobile denies fibre-enabling play for Frontier
TMUS continues to display uncharacteristic caution when it comes to establishing fibre broadband platform, insisting not yet interested in a major, in-house infrastructure build plan or buyout.
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PeopleCellnex appoints new finance chief as reorg continues
Raimon Trias joins TowerCo after José Manuel Aisa Mancho seeks new horizons.
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Network & InfrastructureVector Technologies: Telcos must own interoperability to leverage multi-vendor strategic benefits
Vector Technologies considers that to succeed in a fast-moving multi‑faceted market (incl. M&A), service providers need to create an interoperable multi‑vendor access environment that can adapt. The fundamental significance will ultimately prove itself in stability and customer experience benefits that will support business growth, the broadband SI believes.
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Strategy & ChangeBlackstone targets ‘compelling’ digital infra gains
Investment behemoth wants to more than double the value of its infrastructure business, aided by AI-fuelled growth in data centre capacity and other digital assets.
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InterviewInterview: Sateliot places operators at heart of satellite-IoT growth strategy
Sateliot CEO Jaume Sanpera sees MNO relationships with the likes of Telefónica as key to competing in the satellite-IoT market.