Latest from Infrawatch – Page 12
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M&A
Austria and Ireland ‘up next’ on Cellnex’s sale agenda
Tower group said to be weighing up options at another two subsidiaries, including part or full sales, following various transactions in last year. The report comes shortly after CEO Marco Patuano expressed his appetite for more outgoing M&A deals, to support leverage reduction.
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Enterprise (B2B)
London’s Vorboss breaks B2B fibre price-performance barrier for retailers
Leading on price as well as “unheard of” performance, CEO exclusively unpacks new low-priced 10Gbps Retail Connect proposition for TelcoTitans UK Infrawatch. Read more about how Vorboss is setting itself apart…
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Partnerships & Alliances
BT exploring HAPS-based 5G business case as R&D taxis for take-off
Partnership with Stratospheric Platforms sees HAPS-based 5G tested at Adastral Park ahead of airborne trials next year.
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M&A
Virgin Media O2 has ‘six or seven’ UK altnets on M&A radar
Operator looking at several altnets as acquisition targets, says parent Liberty’s CEO Mike Fries, who predicts UK will end up with “just two networks”.
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Strategy & Change
Hungary’s 4iG to carve out infra assets as part of post-M&A tidyup
Expansive regional IT and telecoms player is to make a late entrance into European infra spinoff party as it seeks to optimise cost base and bring in capital to reduce debt.
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M&A
‘Pragmatic’ Cellnex open to full exits to boost debt repayment drive
Spanish group’s exit from private networks business could be followed up by more deals, to boost programme of financial strengthening.
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Financial & Performance
Soggier MNO spending dampens INWIT sales outlook
Italian TowerCo flags weak fixed wireless access demand and lower discretionary spend in an otherwise solid third quarter performance.
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Network & Infrastructure
OTE digs in on fibre build amid competitive and operational headwinds
Greek incumbent’s FTTH rollout programme progressing “steadily”, as run rate nears level required to meet headline three million homes passed target. Read more on key takeaways from Q3 FY23, incl. performance, competitive intensity, disruption from fires and floods…
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Network & Infrastructure
nexfibre reiterates wholesale fibre ambitions, shares UK-wide build plans
VM O2 wholesale fibre cousin discloses 2024 footprint pipeline; confirms more than half a million premises RFS in year-one. Wholesale remains firmly on agenda, with M&A also on table…
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Strategy & Change
DigitalBridge open to ‘surgical’ fibre buys as deal prices drop
Infra investment giant has long been lukewarm on M&A opportunities in residential Gigabit market but now appears more open, thanks to reduced asking prices for equity.
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M&A
Helios keeps M&A plans on ice, despite sunny outlook
Middle East and Africa tower group to remain disciplined on deal-making, despite being ahead of the game on leverage reduction and growth.
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People
Gavin Patterson takes chair at utility platform player Kraken
Former BT chief to help scale cloud-based supply chain automation platform in the energy sector and beyond.
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Network & Infrastructure
nexfibre maintains M&A appetite after Upp buy
Mike Fries, CEO of joint venture’s co-parent Liberty Global says fibre builder still “aggressively” focused on M&A.
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Vendor Voice
Prodapt: Domain specialist service providers can help telcos go beyond opex reduction
Telcos should zoom out of their opex focus and pursue the top‑line improvement potential inherent in their networks with enterprise customers, believes Prodapt.
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Strategy & Change
UK infra investment group Fern branches out into mobile services
Expansive fibre, energy, and property investor builds an MVNO enablement platform business, targeting high-street retailers and other consumer brands.
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Network & Infrastructure
‘Show me the money’: vHive’s economic case for autonomous Tower Digital Twins
The TowerCo opportunity is no longer principally a real estate play, as traditional players work to extract more value from physical assets, and neutral infra players expand ambitions. vHive presents hard cash evidence supporting digitisation as key to unlocking a new level of economic worth.
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Strategy & Change
American Tower’s departing CEO talks up 5G, data centres, and AI
Tom Bartlett signs off on 14-year stint at US infra giant, arguing it is positioned favourably to handle rising AI and data demands as it scales its global digital infrastructure.
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M&A
VM O2 in exclusive talks to shed Cornerstone stake morsel — report
Price looks low, albeit for a minority stake, but sellers may be playing control premium long game with likes of Vantage Towers.
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Strategy & Change
UK Infrastructure Bank keeps watch on ‘stretched’ fibre space
Digital remains a sector of focus for new, state-owned investment house, attracting four more deals and more than £500m of commitments during its last fiscal year.
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Venturing & Investments
Pressured infra group Digital 9 to exit Icelandic business
Group’s disquieted shareholders compel management to speed up and expand asset sales in order to cut leverage and raise funds.