The new TMT Finance Europe Market Sentiment Report 2026 is now live.
Take this opportunity to explore the highlights in the Executive Summary, and get a taste of this exclusive, data-driven view of Europe’s digital infrastructure M&A and financing dealmaking intent for the year ahead.
Based on insights from 202 senior executives across European digital infrastructure, this report combines quantitative polling, proprietary deal-flow intelligence, and expert editorial analysis to deliver a clear picture of the sentiment, opportunities, and risks shaping Europe’s market in 2026.
Download the Executive Summary to get a preview of the full report. Key findings include:
- Market Optimism Surges – 77% expect higher M&A activity in 2026, up from 62% in 2025
- Valuation Gaps Persist – 78% cite valuation gaps as the primary barrier, up from 48% in 2025
- Capital Markets To Lead Digital Infrastructure Refinancing – 77% expect ABS and CMBS to become the dominant source of digital infrastructure debt by 2027
- Capital Rotation Under Way – 42% expect refinancing and capital markets take-outs to lead debt, followed by acquisition and capex hybrid packages
- Fibre Consolidation Accelerates – Strategic M&A and consolidation is the dominant fibre growth driver, cited by 83% – up sharply from 39% in 2025
