Cédric Foray examines emerging deal hotspots, the recalibration of investor risk and capital strategies, and the next phase of European fibre consolidation.
Watch a snippet of the conversation below or click here for the full video.
In the full interview, Cédric Foray discusses:
- Digital infrastructure outlook and deal momentum – 01:12
- Valuation reset and shifting buyer risk priorities – 03:15
- Are carveouts becoming more attractive for value creation? – 05:33
- European fibre rollout, uptake challenges, and consolidation barriers – 08:20
- Priorities for the next digital infrastructure investment cycle – 10:17
