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 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…
Interview with Gaurav Juneja, COO, Fidium Fiber
Gaurav Juneja explores Fidium’s strategic priorities, market expansion metrics, the growing scope for securitisations in the space, and upcoming opportunities and challenges in the fibre market. Watch a snippet of the conversation below or click here for the f…
Interview with Andrej Danis, Partner & Managing Director, AlixPartners
Andrej Danis explores key shifts in the digital infrastructure market, emerging demand trends, considerations shaping datacentre locations, evolving financing models, and his outlook for the year ahead. Watch a snippet of the conversation below or click here f…
Interview with Vivek Sood, Group CEO & Managing Director, Axiata Group
Vivek Sood, Group CEO and Managing Director of Axiata Group, discusses the company’s MNO position across South and Southeast Asia, the effects of market consolidation, challenges and opportunities in the tower industry, fibre development projections, and its p…