All Infrawatch Analyst Briefings
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Analyst BriefingUK Infrawatch: Chelot’s ‘Plan B’; Boldyn’s new underground deal; all change at AllPoints
Analyst Briefing: Latest from the digital infra scene in the UK, as Netomnia’s Chelot talks nexfibre merger plans, wireless infra players thrive, APFN under new management, and plenty more…
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Analyst BriefingEMEA Infrawatch: Europe’s fibre re-fi ‘wall’ looms
Analyst Briefing: ING warns of “enormous refinancing wall” coming for fibrecos in 2027; Deutsche Glasfaser completes long-awaited debt raise; Proximus and Telenet finalise Belgian fibre rollout tie-up; INWIT said to eye data centre play as tower competition heats up; and more…
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Analyst BriefingEMEA Infrawatch: data centre ambitions meet reality check
Analyst Briefing: Latest in EMEA digital infra, including Blackstone’s shift to target investment in ready-built data centres; OpenAI’s reported exit from major Stargate Norway project; AST SpaceMobile’s move to de-orbit latest satellite after botched launch; and more…
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Analyst BriefingUK Infrawatch: OpenAI infra platform stalls; £1bn altnet haircuts; Gamma growth plans
Latest from the digital infra scene in the UK, including: signs of trouble for UK data centre build plans, investors bite the bullet on altnet valuations, Gamma plans for future as acquisition rumours build, and plenty more…
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Analyst BriefingEMEA Infrawatch: German fibrecos seek to drive take-up as rollout remains sluggish
Analyst Briefing: Latest in EMEA digital infra, including developments in Germany’s fibre scene as players seek to tackle slow rollout and uptake; European satcos talk up ‘sovereignty’ credentials; SBA reportedly in early talks over potential sale; and more…
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Analyst BriefingUK Infrawatch: CityFibre questions nexfibre maths; data centres earn investment boost
Analyst Briefing: Exclusive first interview with CityFibre CEO as altnet and peers prepare for life under new TAR rules; NScale backed for UK growth; Starlink reliance prompts worries; and plenty more…
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Analyst BriefingEMEA Infrawatch: Italy’s tower competition heats up; VIRTUS lays out expansion roadmap
Analyst Briefing: TIM and Fastweb + Vodafone enter into Italy’s towerco fray; American Tower, Helios Towers, and TOTEM update on growth strategies; VIRTUS Data Centres targets “speculative” expansion in Europe; more…
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Analyst BriefingEMEA Infrawatch: lift-off for Satellite Connect Europe; altnets push back at German fibre regs
Analyst Briefing: Vodafone–AST SpaceMobile satellite joint venture goes live; Telefónica and Telenor secure data centre technology deals; German altnets push back as BNetzA moves to ease regulations on Telekom; more…
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Analyst BriefingUK Infrawatch: DSIT lays out digital infra priorities; M&A gets real
Latest from the digital infra scene in the UK, including: government prioritises infra growth, Netomnia-nexfibre deal formalised, altnet lenders take the reins, and plenty more…
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Analyst BriefingEMEA Infrawatch: MTN’s tower take-back; Eutelsat puts LEO front and centre
Analyst Briefing: MTN plots IHS Towers buy; Eutelsat doubles down on LEO as it calls off Flexsat GEO project; Ardian said to mull Brookfield tie-up for INWIT takeover; more…
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Analyst BriefingUK Infrawatch: CityFibre plans cuts; Netomnia deal nears; AI reaches Smart Cities
Latest from the digital infra scene in the UK, including: job cuts at CityFibre, KCOM and TalkTalk join Netomnia on the block, UK MNOs seek support for AI‑capable coverage, and plenty more…
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Analyst BriefingEMEA 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…
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Analyst BriefingUK Infrawatch: lenders steel for losses; altnets in chart success; ITS shows B2B potential
Analyst Briefing: Latest from the digital infra scene in the UK, including Gigaclear lenders take action, Netomnia and Toob lead altnets in Times tech list, EE updates on ESN, and plenty more…
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Analyst BriefingEMEA Infrawatch: data centre debt piling up; fibre buyers and sellers
Analyst Briefing: maincubes and Polarise among latest data centre players to receive debt financing, amidst growing concerns over the role of private credit in the sector; CVC Capital Partners buys up French and Swiss fibre assets; Altice reportedly restarts process to offload OXG Glasfaser stake…
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Analyst BriefingUK Infrawatch: consolidation gathers steam; industrial Wi Fi expansion; KKR backs UK data centres
Analyst Briefing: Latest from the digital infra scene in the UK, including: ‘aggressive’ new ownership at G.Network, Truespeed flirts with Freedom, GTR secures expansion war chest, and plenty more…
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Analyst BriefingEMEA Infrawatch: satcos shuttle forward with expansion; tower buys trickle in
Latest on EMEA digital infra: Indra finalises Hispasat buy as it expands satellite ambitions; AST SpaceMobile sends BlueBird 6 to the stars; Phoenix Tower International and Stonepeak purchase fresh tower assets; SoftBank firms up plans for DigitalBridge takeover…
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Analyst BriefingUK Infrawatch: altnet founder exits; CityFibre’s tech refresh; Fibrus Project Gigabit win
Analyst Briefing: Latest from the digital infra scene in the UK, including: McRae returns to networks, troubled times for Octopus investments, new data centre conversion plans, and plenty more…
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Analyst BriefingEMEA Infrawatch: data centre financing surge; investors hesitant on Euro telco infra
Latest on EMEA digital infra: investors’ data centre appetites in spotlight with wave of new European deals; EQT and Omers reportedly firming up €1.7bn Deutsche Glasfaser financing deal; EC pushes back AI Gigafactory tender launch; more…
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Analyst BriefingUK Infrawatch: Altnets in the “bleak” midwinter; D9 woes; Ofcom spots fibre strength
Latest from the digital infra scene in the UK, including: Gigaclear secures a modest future after Equitix, Digital 9 hit by surprise Arqiva valuation, Ofcom sees fibre access reach surprising highs, and plenty more…
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Analyst BriefingEMEA Infrawatch: telcos advance fibre plans; data centre pledges keep coming
Latest on EMEA digital infra: Telefónica, Vodacom, and Vodafone Spain press on with fibre joint venture plans; 4iG and Magyar Telekom emerge as main winners of Hungary rural fibre scheme; Brookfield and PPC among the latest to make big pitches in the data centre space…