Infrawatch: Global – Page 6
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People
Ex-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 & 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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People
Ex-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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M&A
Millicom 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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People
Infra 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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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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M&A
UK’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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Weekly Briefings
Infrawatch 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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Interview
DTCP 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&A
BlackRock 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 & 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
American Tower firms up Indian exit
Brookfield-affiliated Data Infrastructure Trust to become India’s largest wireless infra player through prospective 78,000-site buyout.
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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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Partnerships & Alliances
T-Mobile Poland adds a sixth player to fibre infra team
Polish operator remains happy to rely on third-party wholesale tie-ups as a base for wireline and converged service expansion, adding open access player Polski Światłowód Otwarty to its supply base.
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Venturing & Investments
European Investment Bank funnels €175m into German rural fibre
Northern Fibre Holding Group increases fibre build scope with fresh EU funding. Owner UBS keen to continue investing in the country, noting public funding as crucial to success.
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Network & Infrastructure
Digital Realty taps Blackstone for $7bn EU-US data centre hyper-build JV
Investment giant furthers digital infra interests, targeting 500MW in new IT load across four hyperscale DC campuses in EU and US from 2025.
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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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M&A
KPN bulks up on fibre with Kabeltex buy
Dutch operator makes another bolt-on purchase to boost its flagship infrastructure programme, and says other potential M&A opportunities to be considered on a case‑by‑case basis.
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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…