Latest EMEA Infrawatch Briefing
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Analyst BriefingsEMEA Infrawatch Analyst Briefing: lighting up subsea lines; wireless infra org tweaks
Latest on EMEA digital infra: Boldyn Networks and Deutsche Funkturm restructure; Telxius partners with Google on new transatlantic subsea system; Telenor eyes Norwegian expansion with GlobalConnect asset acquisition…
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Analyst BriefingsEMEA Infrawatch Analyst Briefing: AI factories in the pipeline; sovereign satellite race rolls on
Latest in EMEA digital infra: AST SpaceMobile, Eutelsat progress European sovereign satellite plans; Spain becomes latest EU country to submit AI Gigafactory bid; Liberty Global CEO Mike Fries updates on infra rejigs…
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Analyst BriefingsEMEA Infrawatch Analyst Briefing: fixed infra rejigs; DC money keeps flowing
Latest on EMEA digital infra: major investments in data centre expansion seen across the region; Spanish telcos continue work on creating new fibrecos after major M&A last year; Vodafone diversifies build partners at German fibre JV after Geodesia ”issues“…
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Analyst BriefingsEMEA Infrawatch Briefing: tower sell-offs, DC deployments, orbital experiments
Cellnex CEO Marco Patuano says the TowerCo is one step closer to selling its Swiss business and French data centre assets. Meanwhile, IHS Towers forks off Rwandan unit to newly formed tower player. In the space sector, several players look to get D2D services off the ground, while others tinker with new space comms solutions.
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Analyst BriefingsEMEA Infrawatch Briefing: resilience under the microscope; TowerCos face up to ‘land banks’
Power outage in parts of Europe and the aftermath of USA’s ‘Liberation Day’ tariffs give digital infra players food for thought on data sovereignty and resilience. Meanwhile, TowerCos come face-to-face with land aggregation firms after expressing concerns that the latter could stockpile land assets.
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Analyst BriefingsEMEA Infrawatch Briefing: data centre strategy roadmaps; InfraCos seek to cut overlap
Latest on EMEA Infra: several digital infra and telecoms players adjust data centre strategies, aiming to capitalise on rising demand for AI and cloud services; FibreCos forge fresh access deals with goal of reducing overbuild; wireless infra players still up for sharing; more…
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Analyst BriefingsEMEA Infrawatch Briefing: TowerCos continue M&A pare-back; telcos plot data centre expansion
TowerCos across Africa and Europe still exercising restraint around M&A, with focus placed on increasing tenancies and driving organic-build out instead. Meanwhile, Orange and Vodafone Spain said to look at expanding data centre estate, while opening up IT capacity to third-parties…
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Analyst BriefingsEMEA Infrawatch Briefing: SatCos explore new options; subsea revamps
Spain’s Indra eyes bigger role in European satellite picture, while Eutelsat moves to bring space connectivity to Nigeria and (reportedly) Egypt. Meanwhile, fibre players have struck fresh deals in Ireland and Spain, while others consider if further buys are immediately necessary…
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Analyst BriefingsEMEA Infrawatch Briefing: Spain in spotlight; TowerCo team-ups; M&A next steps
Latest on EMEA Infra: Spain flagged as a frontrunner in legacy switch-off progress, thoguh concerns on fibre overbuild remain; Cellnex mulls path to home market consolidation; TowerCos in Europe and Africa seek to expand rural and transport connectivity; more…