All Infrawatch Analyst Briefings
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Analyst BriefingUK Infrawatch: nexfibre ups CMA pressure, UK infra ambitions reined
Analyst Briefing: Latest from the digital infra scene in the UK, including a CMA spanner in nexfibre‑Netomnia works, BT buying TalkTalk for good of nation’s health, CityFibre quietly keeps building, and plenty more…
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Analyst BriefingUK Infrawatch: BT bails TalkTalk, CMA throws Netomnia roadblocks, CityFibre readies for action
Analyst Briefing: Latest from the digital infra scene in the UK, including a CMA spanner in nexfibre‑Netomnia works, BT buying TalkTalk for ‘good of nation’s health’, CityFibre quietly keeps building, and plenty more…
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Analyst BriefingEMEA Infrawatch: subsea vulnerabilities in the spotlight
Analyst Briefing: latest on EMEA digital infra, including infra operators seeking to improve subsea cable resilience, Deutsche Telekom and SoftBank advancing plans to expand their data centres, and Indra melding its space and defence divisions as part of a strategic rethink.
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Analyst BriefingUK Infrawatch: altnet consolidation quarrels, TV multi-play bets
Analyst Briefing: Latest from the digital infra scene in the UK, including nexfibre‑Netomnia ‘turmoil’, Openreach’s accelerated copper switch‑off, Virtus raises funds for UK expansion, and plenty more…
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Analyst BriefingEMEA Infrawatch: satcos build up regional manufacturing
Analyst Briefing: Latest on EMEA digital infra, including: inbound investment; the Netherlands’ largest fibre altnets teaming up; and Greek utility PPC landing AWS as anchor for its mega-data centre.
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Analyst BriefingEMEA Infrawatch: German altnet investment struggles
Analyst Briefing: Latest on EMEA digital infra, including Germany’s BREKO highlighting decline in fibre investment from altnets; fresh developments on the ground and in the sky for European satellite systems; and Vodafone and MTN unveiling new data centre developments.
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Analyst BriefingUK Infrawatch: G.Network sees revival, Gamma goes private, Voneus nabs Airband
Analyst Briefing: analysis of the altnet cost base, Voneus’ swoop for a rural peer, Gamma buyers promise a long‑term view on business development, and plenty more…
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Analyst BriefingUK Infrawatch: altnet creditors take control, regional data centre AI surge
Analyst Briefing: Latest from the UK’s digital infra scene, including creditors take control of Toob, TalkTalk sheds more assets, National Wealth Fund guarantees data centre expansion plans, and plenty more…
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Analyst BriefingEMEA Infrawatch: satellite operators mark rollout progress
Analyst Briefing: Latest on EMEA digital infra, including a refresh of the European Commission’s IRIS2 programme, space partnership progress at AST SpaceMobile and SES, and fibre consolidation advances in Poland and Greece.
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Analyst BriefingUK Infrawatch: Ofcom curbs Openreach as CityFibre prepares for M&A push
Analyst Briefing: Latest from the digital infra scene in the UK, including Andy Burnham’s “act of self‑harm” on connectivity infrastructure, Ofcom finally gets tough on Openreach promotions, CityFibre funders respond to nexfibre/Netomnia reverberations, and plenty more…
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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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Analyst BriefingUK Infrawatch: clues emerge of improving altnet sector health
Analyst Briefing: Latest from the digital infra scene in the UK, including the latest in fibreco results season, Aberdeen investment going south, Grain embraces network growth, Project Gigabit gets a funding boost, and plenty more…
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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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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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Analyst BriefingUK Infrawatch: CMA weighs nexfibre–Netomnia options; CityFibre strengthens Vodafone ties
Analyst Briefing: Latest from the digital infra scene in the UK, including CMA priorities for Netomnia/nexfibre review, competition growing from multiservice propositions, CityFibre spins out a new wholesale aggregator, and plenty more…
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Analyst BriefingEMEA Infrawatch: EU’s €300bn data centre gap
Analyst Briefing: Latest on EMEA digital infra, including news of huge investment needs for data centre expansion in the EU, talks between Vodafone and PPC to create scaled fibre challenger in Greece, and blocking of The Netherlands’ Glaspoort from acquiring DELTA Fiber assets.
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Analyst BriefingUK Infrawatch: DSIT pictures satellite success as AI snags Ofcom attention
Analyst Briefing: nexfibre looks beyond ‘cornershop’ fibre; Ofcom rethinks AI, mobile quality, and spectrum policy; more altnet sale rumours; plenty more…
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Analyst BriefingEMEA Infrawatch: France fills data centre funding funnel
Analyst Briefing: Latest on EMEA digital infra, including data centre overseers investing billions of euros into new French projects, Starlink competitors seeing mixed progress with satellite expansion, and another round of open access fibre deals in Germany.
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Analyst BriefingUK Infrawatch: Digi lands; CityFibre dials back; BT targets regional altnets
Analyst Briefing: Latest from the digital infra scene in the UK, including: a European budget challenger emerges in UK, BDUK adjusts to a revised fibre market reality, more rumours of regional player consolidation, and plenty more…
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Analyst BriefingEMEA Infrawatch: German fibrecos open up for take-up
Analyst Briefing: Latest on EMEA digital infra, including German fibre players forging further open access deals amidst efforts to accelerate take-up, European telcos plotting to expand data centre footprints, and MEA towerco Helios ramping up tower spend to meet growing regional capacity demand…