Three U.S. cable companies, three strategies
The three companies have contrasting coverage areas, debt strategies and content plans. One is a serial acquirer of fiber. But ...
Tag: Morgan Stanley Infrastructure Partners
Fiber optimism in Europe as analysts promote open network strategy while SPAC interest blooms
Fiber deployment in Europe is growing even as some of the largest nations in the region have low penetrations. While ...
Active telecoms infrastructure sharing to accelerate as new infracos emerge in Europe
Network sharing between European operators is expected to evolve from being mainly based on passive infrastructure assets to pooling more ...
European telcos asset divestitures intensifying competition for towers
Competition for European towers is heating up as local telecoms operators increasingly free up cash flow through asset divestitures. UK-based ...
Europe closing gaps in 5G deployment amid accelerated fibre expansion
Accelerating expansion of Europe’s fibre networks is expected to help the region narrow 5G deployment gaps with early adopters such ...
PE-backed pure-play infracos arising in Europe amid accelerated IoT development
Accelerating growth in Europe’s IoT market is expected to create more PE-backed pure-play infracos which will help consolidate the region’s ...
European broadband growth attracting more US investment in local connectivity infrastructure
The accelerating growth of the European broadband market is attracting more US investors to seek M&A opportunities in the region’s ...
Is the connectivity infrastructure market in a bubble? | Viewpoint
Strong demand for low-risk, inflation-protected investments with favourable cash flow profiles has spawned a rush of infrastructure connectivity funds in recent years. ...
