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.

• Digital infrastructure outlook and deal momentum – 01:12
• Valuation reset and shifting buyer risk priorities – 03:15
• Are carveouts becoming more attractive for value creation? – 05:33
• European fibre rollout, uptake challenges, and consolidation barriers – 08:20
• Priorities for the next digital infrastructure investment cycle – 10:17