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Agenda - Day 2

11:15-11:55

Fibre Leaders Panel: The great pivot - where is the investable value now emerging across wholesale?

The UK fibre market is undergoing the biggest strategy shift since the build boom, moving from on-net obsession to a sharper focus on wholesale-first partnerships, aggregation platforms and enterprise expansion. This panel will explore:

  • As the market moves beyond the build-first era, where does wholesale sit, and how is the on-net v. off-net balance shifting?
  • Which wholesale aggregation models are delivering scale and mitigating overbuild?
  • How are partnerships unlocking long-term value creation?
  • How are capital allocators now benchmarking pricing and quality of cashflows?
     
  • Moderator

    Arya Mohanty
    Principal, TMT Strategy and M&A
    FTI Consulting

  • Speaker

    Arya Mohanty
    Principal, TMT Strategy and M&A
    FTI Consulting

  • Speaker

    Ronan Kelly
    Managing Director
    AllPoints Fibre Networks

  • Speaker

    Craig Forrester
    CFO
    Neos Networks

  • Speaker

    Graeme Oxby
    CEO
    Community Fibre

  • Speaker

    Oliver Bradley
    Senior Managing Director, Global Head of Digital Infrastructure
    Macquarie Capital