EMEA Infrawatch Analyst Briefing: towercos go organic; new players enter DC scene

emeaiw-tt-briefing-250818

Source: Freepik / DC Studio

Latest in EMEA digital infra: Cellnex confident it can navigate potential telco consolidation in France; Helios seeks further organic growth with strategy refresh; Spanish telco trio progress fibre spin-out plans; Tele2 preps tower carve-out…

This article includes:

  • Organisations: 1&1; Alcatel Submarine Networks; Antin Infrastructure Partners; Arabsat; Arjun Infrastructure Partners; AST SpaceMobile; AT&T; AXA Investment Managers; Bouygues Telecom; Cellnex; center3; České Radiokomunikace (CRA); Cordiant Digital Infrastructure; Crown Castle; Data4; DayOne Data Centers; Digi Spain; EllaLink; Ekimetrics; Echelon Data Centres; European Subsea Cables Association (ESCA); Eutelsat; Fiberpass; FLAG; Global Communications Infrastructure (GCI); GIC; Globacom; HawkEye 360; Helios Towers; Iberdrola; International Marine Contractors Association (IMCA); Infracos; Intelsat; MásOrange; OXG Glasfaser; Orange Belgium; Phoenix Tower; Proximus; SES; SFR; stc; Switch Datacenters; Tele2; Telefónica Group; Teraco; Vantage Towers; Vodafone Spain.
  • Geographies: Africa; Asia-Pacific; Bahrain; Belgium; Czechia; Estonia; Europe; Finland; France; Germany; Hong Kong; Indonesia; Ireland; Japan; Latvia; Lithuania; Malaysia; Mauritania; Middle East; Poland; South Africa; Spain; Sweden.
  • People: Dominique D’Hinnin; Tom Greenwood; Christian Hillabrant; Eric Labaye; Nicolas Mahler; Marco Patuano; more…
  • Themes: Acquisitions; Artificial intelligence (AI); Broadband; Capital allocation; Cloud computing; Data centres; Digital infrastructure; Fibre (FTTP); Financing; Fibrecos; Hyperscalers; Infrastructure; Investment; Joint ventures; Liquid cooling; Mergers and acquisitions (M&A); Networks; Open access; Organic growth; RAN sharing; Regulation; Satellite; Spectrum; Submarine systems; Subsea cables; Tenancies; Towers; Training; Wireless infra.

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