Accelerating digital infrastructure investment strategies

France is set to register the fastest CAGR over the next decade and is considered the safest for investment in European fibre. Speakers will highlight the continued robust investment activity, strategic M&A and divestments, and favorable regulatory environment.  

Wireless connectivity operators and investors will determine the next phase of growth across towers, network solutions, smart cities, small cells, 5G, DAS, and edge computing. How will RAN-Sharing develop throughout 2025 and who will lead this? 

Government support has led to a significant amount of FTTH build in Germany since 2022. However many operators have started to have difficulties with customer take up, with altnets being forced to scale back their build plans and focus capital on customer acquisition. How is the market set to shake out in 2025? Panelists will also discuss the expansion of the open access model in Germany to increase nationwide fibre expansion.  

2024 saw alternative financing structures being introduced into the EMEA datacenter space, including the first ABS, several YieldCos and an expansion of JVs with relationships between both investors and hyperscalers developing for operators. In what cases are these structures being implemented, what factors are behind their introductions, and what challenges and opportunities do they create? 

The fibre buildout in Spain has exploded over the last decade because of the low costs and government support. With the market now fully built out, how will dynamics between the incumbents and the altnets develop? How will the Orange-MASMOVIL merger change competition in the country? What can UK players learn from the development of the Spanish market?

Those at the forefront of the Edge DC and hyperscaler market analyse growth opportunities, the evolution of the sector, and the key trends in the market for 2025.