Strategy – Page 4
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Public Affairs
UK: Lords maul government on digital exclusion, call for greater altnet role
Locally-focused altnets are seen as a valuable tool in bridging the Digital Divide by peers tasked with assessing the costs and consequences of digital exclusion.
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Interview
Freedom Fibre CEO sees VX merger adding investment muscle for UK M&A
With InfraBridge as its new controlling shareholder, Freedom Fibre will come into investor giant DigitalBridge’s orbit.
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Strategy & Change
OneWeb 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 & Performance
UK’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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Financial & Performance
Is 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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Strategy & Change
Liberty 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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Strategy & Change
Iridium 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…
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M&A
Cordiant finds Czech mates for wireless infra business
Cordiant Digital Infrastructure completes three acquisitions to strengthen and expand the “multi-asset platform” play of České Radiokomunikace, its wireless and broadcast asset in the Czech Republic.
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M&A
Saudi’s stc continues international push with CMC Networks buy
Expansive center3 adds 110 points of presence to its footprint, with a focus on Africa.
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M&A
Freedom Fibre: UK challenger joins with VX in hunt for regional muscle
Latest UK fibre market consolidation sees Manchester’s Freedom Fibre tie with Midlands altnet VX UK, with asset management backers Equitix and InfraBridge enabling the move. Implications for ambitious Freedom Fibre build targets not yet confirmed as small-scale regional operators expand beyond county borders…
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M&A
Infra group Gresham House flags plan to double its asset base as takeover completes
Searchlight Capital Partners finalises its acquisition of UK infra investor Gresham, promising support for management strategy bolstered by capital and expertise for “wider” M&A.
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Strategy & Change
Selley ‘cracks the code’ on fibre as Openreach brews overbuild, upgrade plans
Openreach Business Briefing: Halfway to Openreach’s 2026 fibre rollout target, CEO Selley claims spending and recruitment peaks for Openreach have passed; fibre’s benefits are being felt…
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Strategy & Change
American Tower assures Nigerian site swap plan is solid
CEO-in-waiting of wireless infra giant asserts deliverability of recent, high profile contract win with MTN Nigeria, despite veiled scepticism from rival IHS.
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Network & Infrastructure
AWS and cloud evolution shows the way as operators pursue NaaS
Liberty Global puts NaaS opportunity at around $150bn by the end of the decade, but AWS CTO Ishwar Parulkar urges telcos to look beyond the money, nurture developer relationships, seek unified approach…
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M&A
Cellnex seals the deal on Nordics stake sale
TowerCo offloads 49% share in its Danish and Swedish units to Stonepeak, which operate around 4,600 towers. Proceeds to serve as fuel for its debt reduction drive.
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Eventwatch
UK's One Touch Switch debate erupts, with March 2024 deadline hanging in balance
INCA Conference 2023: Fiery panel discussion sees OTS platform questioned, accusations of ‘threatening’ behaviour, Ofcom deadline looming, exemplary punishment mooted, risk of altnets being cut off from opportunity to take market share with major ISP migrations…
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Strategy & Change
Virgin Media hits milestone in fibre-focused IT refresh
Execs highlight progress in digital refresh underpinning cableco’s transformative, twin-push into fibre infrastructure and wholesale business.
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Eventwatch
Project Gigabit draws criticism over voucher headaches and cross-regional contracts
INCA Conference 2023: see what “nightmare” is haunting altnet leaders within Project Gigabit; confusion over cross-regional contracts; and what new BDUK CEO has to say on it all…
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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.