Accelerating digital infrastructure investment strategies

With significant growth set to continue for datacenters, operators who can consume this growth are set to differentiate themselves from their competition. As energy constraints continue to remain a bottleneck on potential growth, how are operators reinventing their technology, power resources, and greenfield projects to prepare for the future? How are investors analysing these changes? 

Fiber companies in Germany have raised billions of euros in recent years to finance the rollout of fiber network technology across the country. As much of the funds have been put to work already, many FiberCos are looking for (re)financing options currently or will have to start doing so shortly. However, business plans have come under increased scrutiny by shareholders and lenders, as operators are facing numerous macroeconomic and operational challenges that are impacting profitability and overall viability of the original business plans. With first cashless (“1€ deal”) transactions that have taken place recently, lenders and shareholders are re-evaluating their stakes in the German Fiber market. AlixPartners will provide insights from recent primary market research and panelists will discuss what is necessary from a lender and shareholder perspective to secure financing for the German Fiber rollout going forward. 

M&A continues to be hot across the EMEA telecoms sector, with recent mergers including Vodafone-Three, Orange-MASMOVIL shaking up competition dynamics. At the same time, there continues to be a rationalization of asset bases as players continue to streamline their operations, whilst telecoms across EMEA are focused on the transition to technology leaders. 

Satellite development has been steadily increasing over the last decade. Satellite R&D is expansive, Direct to Device (D2D) continues to develop as an area of interest for telcos, strategic investment is growing and 2024 saw the acquisition of Intelsat by SES. Will satellites become the next frontier for digital infrastructure investment?