Tracking the impact of the Deutsche Glasfaser restructuring
In June 2026, EQT Group and OMERS Infrastructure-backed Deutsche Glasfaser, the German wholesale fibre provider announced that it has completed a E7bn refinancing of the business following a High Court of London sanction – securing funding into the mid-2030s. …
Uncovering T-Mobile’s US$8bn fibre acquisition strategy
Since April 2024, T-Mobile [NASDAQ: TMUS] has committed more than US$8bn to fibre network acquisitions and joint ventures as part of its wireless-wireline convergence strategy that has come into focus over the last two years, starting with its joint venture wi…
Interview with Rajiv Datta, CEO, nexfibre
Rajiv Datta, CEO of nexfibre, shares his outlook on the UK fibre market, including the challenges and opportunities driving consolidation, how valuation gaps and antitrust concerns are shaping deal activity, key factors influencing lender appetite, and expecta…
Interview with Laurentiu Prodan, Senior Director, Investments, CVC DIF
Laurentiu Prodan, Senior Director, Investments, CVC DIF, discusses European digital infrastructure dealmaking drivers and financing trends for 2026, CVC DIF’s acquisition of MANX Telecom and its broader investment strategy.Watch a snippet of the conversation b…
Interview with Klaus Hoelbling, EMEA Leader, Technology, Media & Telecommunications, Partner & Managing Director, AlixPartners
Klaus Hoelbling discusses his outlook on the European fibre market today, the performance indicators that differentiate assets for investors, why some fibre markets in Europe are facing more challenges than others and his predictions for the year ahead.Watch a…
Interview with Tom Levine, Partner, Paul, Weiss
Tom Levine, Partner, Digital Infrastructure and Telecom, Paul, Weiss, discusses shifting investor sentiment in digital infrastructure, capital discipline, fibre consolidation trends and the outlook for dealmaking across European markets.Watch a snippet of the…
Interview with Jeremy Chelot, Group CEO, Netomnia, YouFibre and brsk
Jeremy Chelot highlights growth strategies in UK fibre, financing pressures across altnets, consolidation trends, and the outlook for fibre investors*.Watch a snippet of the conversation below or click here for the full video. In the full interview, Jeremy Ch…
Interview with Cédric Foray, Global and EMEIA Telecommunications Sector Leader, EY
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, Cédr…
Podcast – Ep. 23 – Tillman Global Holdings
Sachit Ahuja, Co-President of Tillman Global Holdings, discusses how 2025 shaped TGH’s investment strategy and its outlook for 2026, including the private tower market, a growing focus on US fibre, and global datacentre development.
Interview with Brad Moline, President and CEO, ALLO Communications
Brad Moline discusses ALLO’s shift toward strategic acquisitions, the growing influence of ABS financing, and the long-term investment tailwinds shaping the US fibre market. Watch a snippet of the conversation below or click here for the full video. In the…