Interview with Klaus Hoelbling, Partner and Managing Director, AlixPartners
Klaus Hoelbling, EMEA Leader TMT, Partner and Managing Director at consultancy AlixPartners, discusses the German and wider European fibre market for 2025, including obstacles and the importance of state involvement in supporting new rollout.
- Dynamics of the UK and German fibre markets for operators, lenders, and investors- 01:03
- The results of AlixPartners' 2024 EMEA survey; fibre consolidation and a lack of fundraising - 02:40
- The need for state funding to address consumers' fibre uptake - 03:51
- Consolidation as a means to tackle the lack of fibre uptake - 06:10
- The limitations on consolidation from 2024 and their effect on the market for 2025 - 07:38
- Trends for 2025; competitive refinancing processes and company performance - 09:20
As Europe's fibre market is redefined, how do investors, operators, and lenders respond? Click here to read the AlixPartners European Fibre Survey 2025.
Interview with Dwayne Gibson-White, Partner, Digital Infrastructure, EY Parthenon
Dwayne Gibson-White, Partner, Digital Infrastructure at EY-Parthenon discusses power allocation, hybrid financing solutions and diversification of M&A activity within the digital infrastructure space and credit case comparisons between fibre and datacentre investment.
- A capital allocated supressed year in 2024 harkened to pent up demand but a stronger pipeline for 2025 - 01:28
- Power allocation including reinforcing existing grid infrastructure and increased spend from hyperscalers in emerging markets - 02:43
- Energy requirements influenced by workload and latency - 04:56
- Exploring hybrid financing solutions including direct purchasing of natural gas and virtual PPAs - 05:50
- Diversification in M&A activity within digital infrastructure, capital allocators looking within value chain - 08:25
- Credit case comparison of fibre and datacentres, lenders nervous around fibre credit in overbuilt markets - 10:19
