Resources

Interview with Thorsten Schönenberger, Member of the Board of Managing Directors, LBBW Interview with Thorsten Schönenberger, Member of the Board of Managing Directors, LBBW

Opportunities within digital infrastructure 3:40
Backlog of deals and financing future connectivity demands - 6:20
Current financing appetite – 8:05

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Interview with Jeremy Chalot, CEO, NetomniaInterview with Matthew Hemmings, MD, Fibre and Network, Openreach

Future-proofing Openreach's network - 0:48
Rolling out fibre to 25 million premises - 1:43
The future of UK fibre rollout and uptake - 2:36
Consolidation in the UK fibre market - 4:25 
ESG and sustainability at Openreach and in the wider industry - 5:06
Trends affecting the fibre market - 7:59

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Interview with Jeremy Chalot, CEO, NetomniaInterview with Vantage Towers, CEO Christian Hillabrant

What it's like to lead Vantage Towers - 0:21
Comparisons between the US and European towerco markets - 1:00
Vantage's ownership structure and how it affects the business - 2:55
Towers M&A this year - 3:55 
ESG strategies for Vantage Towers and the industry - 4:41
The major trends affecting tower companies - 6:26

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Interview with Jeremy Chalot, CEO, NetomniaInterview with Greg Mesch, CEO of CityFibre

How the digital infrastructure investor landscape is changing 1:53
How CityFibre looks to pass reaching eight million homes in 2025/26, augmented by M&A - 3:55
Consolidation strategies on altnets; why CityFibre is the natural consolidator - 5:19
How altnets have some £10bn of capital to deploy - 12:00
CityFibre's uses for datacentres and AI in business plans - 14:15


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Interview with Jeremy Chalot, CEO, NetomniaInterview with Jeremy Chalot, CEO, Netomnia

Assessing the current debt environment 3:30
Netomnia's relationship with DigitalBridge – 04:50
Attracting new equity investors to UK fibre - & the changes needed – 06:00
Fundamentals of the fibre sector & why altnets don't have a take up issue - 07:40
The challenges of consolidation in UK fibre - 10:49
The incorporation of AI into Netomnia's business - 14:40

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Interview with Charles Murray, Partner, Analysys MasonInterview with Tim Creswick, CEO, Vorboss

Introduction to Vorboss 0:16
The contemporary economy and new business requirements – 00:53
Standing out as a fibre company in the UK – 03:19
Vorboss's future expansion - 04:14
The evolution and future of the UK fibre industry - 06:51

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Interview with Charles Murray, Partner, Analysys MasonInterview with Richard Jeffares, CEO, Vitrifi

Vitrifi's position in the UK fibre market – 0:55
How Vitrifi sets itself apart from competitors – 2:07
The opportunities for next level infrastructure – 5:15
UK fibre market overview – 7:13
Vitrifi's key areas of focus – 12:05


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Interview with Charles Murray, Partner, Analysys MasonInterview with Charles Murray, Partner, Analysys Mason

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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Edward Lynch, Inflexion interviewInterview with Keri Gilder, CEO, Colt

  • 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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Interview with Matt Evans, Head of Europe, DigitalBridgeInterview with Matt Evans, Head of Europe, DigitalBridge

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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Zeynep Lucchini Gilera, Investment Director at InfraVia Capital Partners Interview with Zeynep Lucchini Gilera, Investment Director, InfraVia Capital Partners

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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Interview with Dr. Ulrich Loewer, Partner at EY-Parthenon Interview with Dr. Ulrich Loewer, Partner at EY-Parthenon 

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 Interview with Jim Ryan, SVP and CSO, Liberty Global 

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

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Edward Lynch, Inflexion interviewInterview with Edward Lynch, Partner, Inflexion 

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