Latest from Infrawatch – Page 9
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Network & InfrastructureAtlasEdge seeks role as UK C-RAN host
Director of Open RAN Paul Rhodes discusses plan to offer MNOs baseband capacity pooling as a way to deliver capex savings, reduced Scope 3 emissions, and support for new applications. However, scepticism around whether operators will adopt the architecture remains…
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PeopleEx-Three exec becomes CEO at Australian TowerCo Waveconn
Grant Stevenson to move up into Chief Executive slot at business formed out of TPG Telecom’s wireless infra. New boss’s CV includes spells at the former Vodafone Hutchison Australia and co-parent CK Hutchison.
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Strategy & ChangeOneWeb latest snafu: ground network delays global coverage into H2
Eutelsat confesses to holdups for serial stumbler OneWeb’s ground network. Reaffirmed faith in SatCo’s prospects insufficient to dodge Group’s financial downgrades. Learn more…
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Financial & PerformanceUK’s Digital 9 Infrastructure to wind down, sell off assets
UK infrastructure investor proposes selling most of portfolio to pay off debt after completing strategic review.
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PeopleEx-DT duo eye tech and telco opportunities after reuniting at Warburg Pincus
Former Group Chief Executive René Obermann hires one-time lieutenant Dirk Wössner to help build out European investment portfolio.
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Weekly BriefingsInfrawatch Weekly: NetCo-ServCo splits, fresh SatCo investment, tower M&A among hot topics
Liberty Global mulls over European NetCo-ServCo split; AST SpaceMobile secures big MNO/Google investment; Actis expands tower portfolio; CityFibre could now be preeminent UK fibre challenger in possible tipping point for fibre NetCo/wholesale business models. 20+ stories condensed in one weekly update…
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Financial & PerformanceIs CityFibre now #1 UK fibre altnet by revenue, take-up?
With take-up doubling, revenue exploding, build on target and positive EBITDA imminent, NetCo boasts 50+ ISP retail partners are selling two- or even three-times’ as many CityFibre connections than sourced from Openreach. Appears Community Fibre and Hyperoptic overtaken, M&A next up…
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Network & InfrastructureUK MPs push for rural roaming fix as gov scheme progress lags
The UK parliament is exploring alternatives to the Shared Rural Network as all MNOs except EE struggle to deliver on 4G coverage commitments.
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M&AMillicom serves up infra M&A hors d’oeuvre with Colombian sale
Latin American group offloads Colombian towers to KKR in apparent introductory step towards broader regional asset monetisation.
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PeopleInfra Peoplewatch: 20+ notable moves across global data centres, investors, Towers and UK fibre builders
January 2024 update: Global data centres (Atlas Edge, Kao Data, Rack Centre); investors (BII, DigitalBridge, KKR, Stonepeak); Towers (Crown Castle, CTIL, WIG, Vantage Towers); and UK fibre builders (G.Network, Hyperoptic, KCOM, nexfibre, Spring Fibre)…
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PeopleWireless Infrastructure Group hires new CEO for Towers unit
Richard Sinclair MBE, formerly of Ofcom, Virgin Media, and Zzoomm, to lead Wireless Infrastructure Group’s wireless connectivity offering for UK MNOs.
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Strategy & ChangeLiberty eyes infra ‘gold’ through NetCo-ServCo split
February strategy update could see group pave way towards separation of European businesses along lines of infra and retail, says CEO Mike Fries. Liberty envisaging a “series of transactions, structures, and strategies” for next phase of business, following recent years’ portfolio strengthening.
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InterviewInterview: Lit Fibre’s Webster on altnet’s upcoming business segment play
Exec brought in to drive commercial expansion speaks with TelcoTitans Infrawatch about plans to debut in the b2b market, and how Lit is embedding its brand within communities. Read more…
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M&AUK’s Actis makes a play in Balkans tower market
London-based infrastructure investment group says it wants to build a “first class” central and eastern European telecoms infra portfolio after leading a takeover of 1,800 sites from Telekom Srbija.
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Financial & PerformanceMacquarie’s altnet Voneus bags £25m funding top-up
Tiger-controlled RBSHL ups stake at possible £625m valuation, with Macquarie assumed to remain in control. FY22-23 accounts also released, claiming strength but modelling downside. More…
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Weekly BriefingsInfrawatch Weekly: 2024 kicking off with TowerCo ownership jostles
TowerCos Vantage, ATC India and IHS seeing ownership action. M&A and satellite segments also off to a busy start in 2024. Cordiant, DTCP, Iridium, Starlink, private network, subsea and more….
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Network & InfrastructureEE ‘finalises’ first phase of Shared Rural Network; rivals play catch up
EE hits threshold for geographic 4G coverage, but rivals some way off in the run up to Ofcom’s summer 2024 assessment of MNO compliance with SRN commitments. Find out more…
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InterviewDTCP grows data centre ambitions for AI “era”
Interview: Zahl Limbuwala discusses investor’s interest in AI, which he believes represents a new “technology fundamental” for data centres, though firm tempers expectations amidst the recent wave of hype. Investor also keeps geographic expansion and investment in adjacencies on the cards…
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M&ABlackRock stomps into the digital infra scene with GIP buy
Mega-deal, if completed, will see world’s largest asset manager take a seat alongside Vodafone in management of wireless infra spinout Vantage Towers.
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Strategy & ChangeIridium targets MNOs with direct-to-device strategy refresh
US-based satellite operator seeks to tap into NB-IoT market with Project Stardust, harnessing its existing array of satellites and spectrum to deliver “fully crosslinked” solution. MNOs among initial customers being targeted, though competition in the sector continues to rise…