All Investors articles
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PeopleDigital Infra Peoplewatch: DigitalBridge names data centre leader; Open Dutch Fiber recruits ops boss
October 2025 edition: Alpen Glasfaser, Open Dutch Fiber, and the newly created PremiumFiber name top-level leadership; data centre players Colt, Raxio, and Vantage recruit senior finance experts; France’s TDF continues C-suite revamp; more…
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M&A‘We need to get on with it’: nexfibre boss wants to see altnet acquisition action
Fibreco chief suggests some investors will have to swallow losses on altnets as the industry goes into consolidation mode.
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M&AOrange said to be advancing broadcasting unit sale
Operator reportedly in the early stages of divesting Globecast subsidiary, which could see the telco further distance itself from the increasingly competitive broadcasting segment, following on from other sales in recent years…
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Financial & PerformanceAs lenders wobble on UK fibre, should altnets brace for potential write-downs?
FTTH Congress CEE: ING warns that lender peers are weighing up debt write-downs as UK and European fibrecos fail to deliver on business case promises. Altnet leaders warn that investors are ‘scarred’ by past shortcomings, but can be reconvinced…
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Venturing & InvestmentsT.Capital adds n8n to growing AI investment portfolio
Deutsche Telekom’s corporate venturing arm backs $180m Series-C round for AI workflow automation scaleup, continuing a streak of investments in AI-focused startups…
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Venturing & InvestmentsDT’s venture capital unit backs security player Filigran
T.Capital contributes to a $58m funding round alongside a consortium of investors, enabling the startup to expand in new and existing markets while accelerating product development…
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Analyst BriefingsEMEA Infrawatch Analyst Briefing: satellite sovereignty in focus; data centres switch hands
Latest on EMEA digital infra: Eutelsat receives shareholder approval for capital raise; SpaceRISE seeks out ground infra partners for IRIS2; Polish telecoms regulator set to further deregulate Orange Poland; more…
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Public AffairsBT’s Kirkby pulls no punches in review of UK regulatory, fiscal policy
Connected Britain: Allison Kirkby lets loose on Downing Street policy, with greater fiscal certainty needed to fund much-needed infra investment and AI adoption. Regulatory policy comes in for inevitable criticism too, as the BT boss sets the scene for the Chancellor’s upcoming Budget and Ofcom’s pending Telecoms Access Review…
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M&ATDF sale speculation: American Tower and Ardian are latest names in frame
Bidders are said to be circling the French wireless infraco and a sale is estimated to be worth up to €10bn.
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Venturing & InvestmentsVivo moves to expand in fintech with Asaas investment
Vivo Ventures makes eighth and largest investment to date in financial management services player. Further collaboration with Brazilian telco on fintech services also under discussion…
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Partnerships & AlliancesNetomnia forays off-net with Openreach tie-up, lures new debt investors
UK altnet to add 1.5 million premises to footprint as it seeks to attract fresh customers and reduce churn through wholesale tie-up with the nation’s incumbent provider. Coincides with new investors and long-term backers completing debt raise with a £140m boost.
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Financial & PerformanceTPG: Vodafone up for £360m windfall as Oz outpost splashes the cash
Following the multi-billion-dollar sale of its fixed assets, TPG Telecom is initiating a major capital return. The “novel and complex” AUD 3bn plan is designed to reward major shareholders while courting minority investors and improving the telco’s stock exchange and credit profile. It also boasted a cracking H1…
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Deep DiveLegendary corporate raider reveals 3% Vodafone stake
Deep Dive: Following Liberty Global’s sharp exit, billionaire Martin Ebner has emerged as a prominent shareholder. The investor, known for forcing major change at Swiss firms, is now fourth on the shareholder roster, leaving the market to ponder the activist’s next move.
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Financial & PerformanceVi shares plummet: no further state support for Vodafone’s India affiliate
With share price diving after government indicated no further state help, at least on current basis, beleaguered Vi under renewed pressure to secure future and fund critical 5G rollout…
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Financial & PerformanceTelefónica said to prep capital raise to fuel Murtra’s new strategy
€3bn–€4bn funding option just latest suggested manoeuvre to support upcoming reset with its control and industrial strategy backdrop, amidst tight financials, defence and European telecoms consolidator ambitions…
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Network & InfraGoFibre closes £125m funding round to boost Scottish fibre build
Altnet secures additional financing from the Scottish National Investment Bank and Hamburg Commercial Bank, with aspiration to reach additional Scottish premises while supporting ongoing Project Gigabit build. Read more…
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M&AAXA still seen as likely partner in Telefónica, Vodafone Spain fibreco
Operator duo reportedly in advanced stages of discussions to offload stake in Fiberpass. Telefónica expected to retain a majority holding, as it seeks to take greater control over its European infra asset base…
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Strategy & ChangeLiberty CEO: Vodafone stake sell-off is not a judgement on telco’s strategy
Mike Fries says decision to sell a 5% Vodafone Group stake should not be seen as a reflection of the UK operator’s strategy, but purely a rotation of Liberty capital…
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M&AMásOrange, Vodafone Spain name GIC as fibreco investment partner
Operator duo to offload a minority stake in their upcoming Spanish fibre JV to Singapore sovereign wealth fund, announcing MásOrange’s acquisition of Conexus Networks as part of the deal.
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M&AInvestor Arjun enters data centre market with Data4 stake buy
Arjun Infrastructure Partners acquires minority stake in Data4’s “stabilised” data centre portfolio, boosting the provider’s European expansion plans. Move further bulks up Arjun’s digital portfolio following significant fibre buys. Read more…