Resources

Interview with Charles Murray, Partner, Analysys MasonAnalysys Mason on TMT valuations and deal pipelines

Activity and telco valuation challenges in 2023 – 0:35
2024 deal activity in Cloud, IT and Teleport sectors – 3:02
Fibre - strategic M&A opportunities – 6:19
Cellnex divestment drivers and new towerco entrants – 8:42
Telecoms and IoT synergies: future dealmaking opportunities – 10:52
Cloud and Managed Services panel, TMT World Congress 2024 – 13:59

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Interview with Matt Evans, Head of Europe, DigitalBridgeDigitalBridge - Emerging M&A trends and active infrastructure deals

Pipeline across digital infrastructure subsectors - 00.50
Macro impact on assets and dealflow - 4.53
Breakdown of upcoming M&A across geographies - 8.55
Anticipated datacentre activity - 11.20
Emerging trends and active deals - 12.50

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Interview with Dr. Ulrich Loewer, Partner at EY-Parthenon EY-Parthenon – Assessing telco GenAI use cases 

Where are we with GenAI? - 1.11
GenAI use cases for telcos - 2.45
TMT players benefitting from AI - 6.50
Risks of using AI - 11.20
Upcoming trends in digital infrastructure -15.25

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TMT World Congress 2024 key talking points

Key Takeaways from TMT World Congress 2024

Underlining the considerable optimism for dealmaking in the next 12 months, 80% of attendees who were polled at the event either said they expected conditions to be significantly better (22%) or slightly better (58%) than in 2023.  Our Editorial Review of TMT World Congress 2024 brings together key takeaways and talking points from the event.

Download today to find out more.

Download the Review

 

 

Jim Ryan, Liberty Global interview Liberty Global: How telecom operators view digitalisation 

How telecom operators view digitalisation  
Opportunities in digital infrastructure 
The shape of the European fibre market 

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Edward Lynch, Inflexion interviewColt CEO: Inside the $1.8bn Lumen EMEA deal 

  • Analysing Colt’s US$1.8bn acquisition of Lumen’s EMEA business 
    M&A and organic growth strategies for 2023 and beyond  
    Are datacentres ready for the metaverse?  

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Zeynep Lucchini Gilera, Investment Director at InfraVia Capital Partners InfraVia: Where are the next fibre JV opportunities? 

European fibre market today: Investments in the sector  
Differentiating from competitors and approach to operator JVs  
Where are the next JV opportunities?  

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Edward Lynch, Inflexion interviewInflexion: Which tech subsectors are most active in 2023? 

Deal volumes in 2022/ 23 and key vertical focus for Inflexion  
Is growth equity a predominating feature of 2023 dealmaking?  
Access to capital: assessing tech lending trends 

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If you would like to be interviewed at the next TMT World Congress, please contacts us at events@tmtfinance.com