Infrawatch: EMEA – Page 7
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Weekly Briefings
Infrawatch Weekly: telco politics across Europe, infra sell-offs, new UK fibre leader pops up
Latest from the digital infra scene in Europe and beyond, including: Draghi’s plans for Euro consolidation; One Touch Switch impact; another LEO constellation funded; $40bn data centre IPO looms; people moves; plenty more…
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M&A
American Tower CEO ‘open’ to European M&A
Steven Vondran indicates interest in expanding its three-market European footprint, saying regional business is experiencing strong mobile operator demand.
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M&A
American Tower offloads property assets in Australia and New Zealand
American Tower continues its retreat from the Asia/Pacific region with the sale of property assets in Australia to Waveconn and in New Zealand to Connexa, following its exit from India.
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People
Ex-Vantage boss Badrinath takes role as GSMA Director General
Vivek Badrinath to replace Mats Granryd in leading the organisation, starting in April 2025.
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People
UK altnet Quickline onboards telco veterans to guide Project Gigabit build
Fibre builder changes C-suite roster to help it reach target 450,000 full-fibre connections by 2027.
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Strategy & Change
Tower group SBA wants ‘visibility’ before voyaging into foggy Europe
Eurosceptic tower group plays down the prospect of any dealmaking to give it a regional presence, saying its M&A focus is on strengthening businesses within its existing footprint.
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Venturing & Investments
Altnet Ogi picks up £45m in funding from Cardiff councils
Welsh fibre altnet secures Cardiff Capital Region debt facility and additional backing from long–term investor Infracapital.
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M&A
Cellnex Portugal snaps up extra sliver of NOS tower estate
Tower operator moves to acquire further masts from NOS following major 2020 acquisition and site access deal.
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People
Alpen Glasfaser ‘completes’ management team with A1 CFO hire
Magenta Telekom and Meridiam’s Austrian fibre joint venture hires exec from arch-rival A1 to lead its finance function.
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Public Affairs
Safaricom ‘calls for’ mandated MNO–SatCo partnerships as Starlink expands in Africa
Reports indicate Kenyan operator is pushing local Communications Authority to consider blocking solo foreign SatCo entrants and oblige them to form partnerships with licence-holding MNOs.
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Network & Infrastructure
Italian upstarts Phoenix and Iliad team up on towers
Phoenix Tower scores a hit on larger Italian rivals Cellnex and INWIT through a site management and buildout contract with fourth MNO Iliad.
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Network & Infrastructure
Magyar Telekom gives 2G a stay of execution through expanded Yettel tie-up
Having shut down 3G in 2022, Hungarian operator looks to have found a solution to the more complex puzzle of 2G asset retirement with a deal to outsource management of its early-generation services to rival Yettel.
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M&A
UK’s Arcus buys Polish fibre challenger
London-based infra investor takes control of FixMap, a prolific roller-upper of smaller fibre players in the country, run by a former exec of incumbent Orange Poland.
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Network & Infrastructure
Spain’s Sateliot says space-based IoT platform is ready to go
Barcelona-based New Space startup looks in position to start serving customers, and potentially build on tie-ups with the likes of Deutsche Telekom and Telefónica, after a four-satellite launch.
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People
Re-capitalised euNetworks seeks new CEO after Paula Cogan retires
London-based group’s chief executive decides to step down following recent rework of its debt facilities and change-around in private equity ownerships.
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Network & Infrastructure
US majors first, Vodafone next as SpaceMobile readies for launch
AST SpaceMobile backers AT&T and Verizon will beta test space-based cellular broadband initially, with Vodafone and Rakuten next on the list for commercial services.
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M&A
EQT and Eutelsat discuss ‘innovative’ satellite ground infraco
Aim is to create a “pure-play, operator-neutral” ground station business initially worth €790m.
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Network & Infrastructure
Openreach enters Project Gigabit fray at near-£1bn scale
Openreach handed its first Project Gigabit contracts, more in discussion. UK government ‘redoubles’ rural infill efforts, including first few in Wales…
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Financial & Performance
1&1 claims build momentum despite more network snags
German operator has now installed antennas and fibre connectivity at 546 sites, although supply challenges remain. Read more…
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Financial & Performance
Telefónica remains confident of Peruvian FibreCo approval in 2024
Q2 FY24: Group management still expecting creation of new FibreCo by the end of the year. Telefónica Infra reaches 23 million premises passed with fibre by end of June 2024, and keeps up pace required to reach longer-term goals. Read more…