EMEA Infrawatch: pressured European infracos rethink ownership models

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Source: Unsplash / Honney Artkongharn

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.

This article includes:

  • Organisations: Airbus; Amazon; Digi Spain; European Bank for Reconstruction and Development; European Space Agency; euNetworks; Fastweb; GreenScale; Helios Towers; Herotel; Iliad; I Squared Capital; INWIT; Knight Frank; maincubes; MásOrange; Nscale; Ooredoo; Pontegadea; Public Investment Fund; Pure Data Centres; Qarnot; Scaleway; SES; Standard Bank; Starlink; TechAfrica News; Telecom Italia (TIM); Telefónica; Telxius; T-Mobile Czech Republic; Vodafone; Vodafone Spain; Vodacom; Vorboss; Yas.
  • Geographies: Africa; Asia; Congo-Brazzaville; Czechia; Democratic Republic of the Congo (DRC); Europe; Finland; France; Germany; Ghana; Italy; Kenya; Madagascar; Malawi; Middle East; Netherlands; Oman; Saudi Arabia; Senegal; South Africa; Spain; Tanzania; United Kingdom (UK).
  • People: Jayesh Hargovan; Marisa Trisolino.
  • Themes: 4G; 5G; anchor tenants; B2B cloud services; cloud computing; colocation; data centres; debt rework; digital infrastructure; district cooling; fibre networks; funding; ground stations; high-performance computing; initial public offering; master services agreements; mobile networks; network sharing; non-terrestrial networks; quantum communications; RANco; recapitalisation; satellite services; spectrum; subsea cables; tower companies; wireless infrastructure.

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