All TelcoTitans.com articles in Infrawatch
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Network & Infrastructure
Germany’s 1&1 claims network prep progress, with modest site growth
German challenger expects to construct 3,000 antenna sites in 2024.
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Network & Infrastructure
Comms industry looks off-planet for next-gen networks
Non‑terrestrial network technology is set to be in demand as commercial space exploration gathers steam, while public‑private projects building a presence in space may provide additional benefits for Earth‑based connectivity.
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Interview
Netomnia: capex inefficiency is blocking consolidation opportunity
Speaking to TelcoTitans, Netomnia founder and CEO Jeremy Chelot suggests too many altnets are banking on unachievable take-up goals, and that playing fast and loose with investor money has resulted in a block on viable valuations for consolidation.
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Weekly Briefings
Infrawatch Weekly: fibre switching ‘hijacked’, Cellnex asset squeeze, CityFibre gets acquisitive
Latest from the digital infra scene in the UK and beyond, including Netomnia’s takedown of Openreach and VM O2 on fibre switching delays; Cellnex plans for a future focused on delivering returns; fibre rollout progress in Europe and Latin America; and a potential spark for accelerated altnet consolidation in the UK.
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Financial & Performance
Helios swaps land-grab for lease-grab in strategy refresh
Middle East and Africa tower group makes a change-up of headline KPIs after shifting away from M&A-based expansion of tower footprint.
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Financial & Performance
IHS Towers hires advisers to assess ‘strategic alternatives’
Tower group’s annual results this week sees chief executive highlight initiation of a strategic review of its business, amid share price slump.
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M&A
CityFibre ignites M&A plan with Lit Fibre buy
Altnet lights M&A touchpaper with Lit Fibre deal, expands FTTP footprint and brings in Newlight Partners as minority investor. More to come from CityFibre soon…
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Public Affairs
Netomnia: UK’s One Touch Switch ‘hijacked’ by BT, VM O2 as scheme delayed again
Altnet CEO Jeremy Chelot tells TelcoTitans that the UK’s One Touch Switching hub is unviable under current governance, with BT and Virgin Media said to be dragging feet and over-complicating proceedings. A new date has been set, but concerns remain. The alternative? ‘I’ve built it, and it took me three weeks’…
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Network & Infrastructure
Greece’s OTE exploring tower spin-off
National telco wants to trim down the costs of managing wireless infra by creation of a dedicated (but 100%-owned) subsidiary.
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Network & Infrastructure
UK gov pledges satcomms R&D investment for ultra-rural homes
Spring Budget adds £160m to LEO connectivity funding pot days after warnings that UK SatCos require fresh funding to stay afloat. BT, Vodafone, VM O2 have named their partners, and early trials are beginning to emerge…
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M&A
Cellnex chases VM O2-Vodafone UK infra-sharing renewal to reassure investors
Virgin Media O2 and Vodafone in ‘advanced’ talks with Cellnex, amidst consolidation uncertainty. Cellnex sees ‘positives’ and ‘some challenges’ in European M&A spectre. Learn more from the InfraCo major’s latest Capital Markets Day…
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Strategy & Change
Cellnex to carve out (and possibly monetise) land assets
Spanish group outlines plan to create the “biggest LandCo in Europe” as part of cash flow-focused strategy update.
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Weekly Briefings
Infrawatch Weekly: net-sharing, consolidation and deal-making in UK and Europe
Latest from the UK and Europe’s digital infra scene, including interviews and OpEds from Fibrus and nexfibre; big talk from Liberty’s CEO; and DigitalBridge’s Marc Ganzi teasing M&A to come. Plus much more from altnets, European infra players, and investors…
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Network & Infrastructure
Rakuten nabs a position at DSIT’s 5G diversity test centre
The UK government is upping its efforts to create a diverse 5G supplier ecosystem with Rakuten Symphony solutions procured for its £80m testing facility, and network security a key driver…
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Network & Infrastructure
Liberty eyes network-sharing deals in a “couple of markets”
MWC: Liberty Global CEO Mike Fries says network-sharing holds potential as part of broader need for telcos to up their partnering game and “return to profitable growth”.
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People
Ex-BT CEO Patterson takes board seat at altnet aggregator X3T
Interconnect platform operator X3T bolsters board with UK telecoms hall-of-famers Gavin Patterson and O2 UK’s Derek McManus.
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Network & Infrastructure
UK’s £1bn 4G ‘not spot’ programme slammed by national auditor; ‘5G SA for all’ doubts
Behind schedule Shared Rural Network a mess but not quite a fail, and another example of government mismanagement. Ofcom slapped for unfit-for-purpose market definition and data. MNOs on hook for cost overruns, and better updates…
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M&A
DigitalBridge sees ‘pretty hot’ multiples driving more infra investor M&A
International fibre, tower, and data centre investment group has ‘ideas’ up its sleeve to ride new wave of consolidation in the digital infra asset manager space.
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Weekly Briefings
Infrawatch Weekly: billion-pound network investments, digital inclusivity, and French fibre M&A on the menu
VM O2 moves to forge UK NetCo/ServCo split in operations; associate nexfibre to remain separate, commits £1bn to 2024 build; Orange CEO suggests M&A still on agenda to expand domestic fibre footprint; TalkTalk in negotiations over wholesale arm sale; much more…
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Suppliers & SCM
EuroTeleSites switches to Sitetracker in bid for efficiency boost
A1 Telekom Austria spinout plans to complete migration of asset management software to a new, “state of the art” platform by the end of 2024.