Shuja Khan, CEO of Arqiva, outlines the company’s strategic priorities across terrestrial broadcast, satellite partnerships, and smart infrastructure, along with its outlook following a recent refinancing.
Jim Ryan, SVP and CSO at Liberty Global, discusses M&A and consolidation in European telecoms and towers, Liberty’s capital allocation and portfolio strategy, and the network funding opportunities shaping future investment.
Rajiv Datta, CEO of Nexfibre, shares his outlook on the UK fibre market, including the challenges and opportunities driving consolidation, how valuation gaps and antitrust concerns are shaping deal activity, key factors influencing lender appetite, and expectations for consolidation through 2026.
Klaus Hoelbling, EMEA Leader, Technology, Media & Telecommunications, Partner & Managing Director, AlixPartners, discusses his outlook on the European fibre market today, the performance indicators that differentiate assets for investors, why some fibre markets in Europe are facing more challenges than others and his predictions for the year ahead.
Carlotta Giacché, Debt Capital Markets & Financing Strategy at Data4, discusses Data4's recent StableCo stake sale, evolving financing structures across StableCo and GrowthCo models, shifting lender appetite in European datacentres, and key market trends ahead.
Jeremy Chelot, Group CEO - Netomnia, YouFibre and brsk, highlights growth strategies in UK fibre, financing pressures across altnets, consolidation trends, and the outlook for fibre investors*.
Tom Levine, Partner, Digital Infrastructure and Telecom, Paul, Weiss, discusses shifting investor sentiment in digital infrastructure, capital discipline, fibre consolidation trends and the outlook for dealmaking across European markets.
Cédric Foray, Global and EMEIA Telecommunications Sector Leader, EY, examines emerging deal hotspots, the recalibration of investor risk and capital strategies, and the next phase of European fibre consolidation.
#24 Scott Baker, Managing Partner at Oak Hill Capital, discusses US fibre consolidation, how new pools of capital are reshaping the market, and where Oak Hill sees the greatest opportunities.
#23 Sachit Ahuja, Co-President of Tillman Global Holdings, discusses how 2025 shaped TGH’s investment strategy and its outlook for 2026, including the private tower market, a growing focus on US fibre, and global datacentre development.
Moline highlights ALLO’s shift toward strategic acquisitions, the growing influence of ABS financing, and the long-term investment tailwinds shaping the US fibre market.
Jason Tofsky, Partner & Global Head of Digital Infrastructure at Goldman Sachs, discusses capital recycling and structures in digital infrastructure, the use of continuation vehicles, and datacentre exit opportunities globally