Digital Infra People Moves – Page 6
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M&A
Cellnex seeks co-investor to support Polish NetCo strategy
European tower group ‘actively working’ on plan for part-sale of Cellnex Poland, generating funds to fuel transformation of the business into a more fully-fledged NetCo, with both RAN assets and passive infra.
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M&A
Phoenix Tower remains ‘opportunistic’ on buyouts post-BlackRock deal
TowerXchange Meetup Europe: CEO of wireless infra group says it remains “ready to go” on Europe M&A despite many tower rivals looking cowed amid the tighter financing environment. March’s completion of fresh investment by asset management behemoth BlackRock has given confidence to pursue further deal-making opportunities. Claims edge on “carrier captive” rivals. Read more…
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Public Affairs
Vodafone-backed AST SpaceMobile landed with ‘stock drop’ class action
The NASDAQ-listed LEO satellite provider hit by class action after supplier problems caused a launch delay, and a subsequent slump in shares.
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Network & Infrastructure
Job done on Scottish rural 4G initiative
Scottish 4G Infill programme wraps up after seven years.
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Weekly Briefings
Infrawatch Weekly: squeezing value from investment, Lightning administration unpicked, SiFi lands in America
Latest from the digital infra scene in the UK and beyond, including infra owners declaring if they’ve got it, they might as well use it; a Lightning‑quick insolvency resolution; the Welsh sector veteran bringing fibre to the US; people moves, and plenty more…
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Network & Infrastructure
25G/50G slow-go: Openreach may hold out till 2030s on next-gen fibre tech
In depth report — two of the UK’s biggest fibre wholesalers have dampened expectations of imminent 25G and 50G PON upgrades, despite prep-work. Virgin Media O2-backed nexfibre sees no “imminent” case for commercial launch. Openreach also wants greater energy efficiency and to maximise older-gen GPON value extraction, with point-to-point eyed for enterprise. Read more…
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Venturing & Investments
DTCP closes second Infra fund, hints at a third
Report suggests that DIV II fund fell €40m short of its €1.6bn target.
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Financial & Performance
Lightning Fibre’s quick insolvency switch could show the way for struggling altnets
Lightning Fibre’s £40m pre-pack sale out of administration and back into the hands of the investment fund that had supported its initial build may prove a template for struggling UK altnets as expectations on performance levels rise, but at what cost for suppliers and partners? Read more…
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Weekly Briefings
Infrawatch Weekly: CTOs to the fore as industry reshuffles, DT disses 1&1, BDUK springs forward
Latest from the digital infra scene in the UK and beyond, including big Project Gigabit wins for Quickline, Wessex Internet, and Wildanet; a first appearance in the wild of a DSIT-funded 4G mast; DT taking a swipe at its newest mobile rival; people moves, and plenty more…
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Network & Infrastructure
Major players in the frame as Project Gigabit mega-deals come into play
Altnets including Quickline, Wessex and Wildanet pick up BDUK contracts to reach rural homes, but the prospect of cross-regional deals for Openreach and VM O2 appears increasingly likely as another agreed deal is abandoned…
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People
UK fibre challenger AllPoints nets Adtran CTO
High-profile Ronan Kelly joins £1bn-backed FTTP wholesaler within Octopus’ streamlined Fern Trading stable.
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Opinion
Agents of change: how not to be a dinosaur in the digitised MNO era
Itai Karelic, CRO of AI‑powered asset digitisation solutions provider vHive, is calling upon MNOs to step up and shape their future by becoming true agents of change. By taking decisive steps to leverage the benefits of digital twin solutions across tower estates, Karelic says MNOs can unlock the promise of network performance and operational efficiency.
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Interview
Netomnia: capex inefficiency is blocking consolidation opportunity
Speaking to TelcoTitans, Netomnia founder and CEO Jeremy Chelot suggests too many altnets are banking on unachievable take-up goals, and that playing fast and loose with investor money has resulted in a block on viable valuations for consolidation.
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Financial & Performance
Helios swaps land-grab for lease-grab in strategy refresh
Middle East and Africa tower group makes a change-up of headline KPIs after shifting away from M&A-based expansion of tower footprint.
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Financial & Performance
IHS Towers hires advisers to assess ‘strategic alternatives’
Tower group’s annual results this week sees chief executive highlight initiation of a strategic review of its business, amid share price slump.
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Strategy & Change
Cellnex to carve out (and possibly monetise) land assets
Spanish group outlines plan to create the “biggest LandCo in Europe” as part of cash flow-focused strategy update.
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Network & Infrastructure
Rakuten nabs a position at DSIT’s 5G diversity test centre
The UK government is upping its efforts to create a diverse 5G supplier ecosystem with Rakuten Symphony solutions procured for its £80m testing facility, and network security a key driver…
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Interview
Fibrus preps off-net retail expansion, asserts leadership in own footprint
CEO interview: having achieved FTTP leadership and segment-topping KPIs within own fibre footprint, altnet now challenging traditional incumbents on own turf. Northern Ireland a case study in high-penetration and how hyperlocal majorly disrupts network, ISP status quo…
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Network & Infrastructure
UK’s £1bn 4G ‘not spot’ programme slammed by national auditor; ‘5G SA for all’ doubts
Behind schedule Shared Rural Network a mess but not quite a fail, and another example of government mismanagement. Ofcom slapped for unfit-for-purpose market definition and data. MNOs on hook for cost overruns, and better updates…
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M&A
DigitalBridge sees ‘pretty hot’ multiples driving more infra investor M&A
International fibre, tower, and data centre investment group has ‘ideas’ up its sleeve to ride new wave of consolidation in the digital infra asset manager space.