TMT Finance’s Post

The future of UK Fibre M&A: Strategy or Survival? Join our CEO Jeremy Chelot at TMT Finance's World Congress 2025, where he'll share crucial insights on the evolving landscape of fibre network consolidation. As the leader of the UK's 2nd largest Alt-Net, Jeremy brings unique perspectives on strategic growth, market dynamics, and the future of digital infrastructure. Explore critical questions about the next wave of M&A, lessons from 2024's market shifts, and what lies ahead for investors and altnets in 2025 and beyond. Joining Jeremy on this power panel: Greg Mesch, CEO, CityFibre Dana Tobak, Founder & CEO, Hyperoptic Richard Allwood, CSTO, Openreach  Daren Baythorpe, CEO, ITS Technology Group  Richard Morgan, Partner, Analysys Mason Don't miss this pivotal discussion on the future of the UK's fibre landscape! #FibreNetworks #MandA #DigitalInfrastructure #UKTech #TMTWorldCongress #FutureOfBroadband 

Great to be on the main stage at Connected Britain moderating a panel. Many interesting points were raised - including the focus on best-in-class build and connection costs, the drive to cash breakeven, whether the market will split wholesale providers and retail ISPs, the difficulty of aligning multiple investors in consolidation which will limit the pace of consolidation and increase the possibility of distressed assets, a switch to rural build for some players to get first mover advantage and resetting take up expectations in the likelihood of 3x overbuild for most premises on average.

The FTTH Conference 2024 was the perfect opportunity for the FTTH Council Europe's Investors Committee to unveil its "FTTH Investments in Europe - Market Sentiment Survey," an innovative asset analysing the European #FTTH market sentiment of senior stakeholders from the investor, vendor, and operator communities. The study involved over 100 players from the European #fibre optic landscape, revealing expectations of moderate #investment growth over the next three years. This new survey will be run biannually and is set to become a crucial resource for the industry at large and serves as a strategic guide for industry leaders, policymakers, and investors to navigate the evolving terrain of fibre #financing. Download it for free and learn more about this exclusive resource ➡️ https://buff.ly/48ZuRmY

Dennis Mitchell, CEO & CIO, in conversation with BNN Bloomberg to discuss Bell Canada Enterprises (BCE)’s $3.6B strategic acquisition of Ziply Fiber, a large fibre-optic internet provider in the Northwestern United States. This acquisition expands BCE's footprint in the U.S. broadband market while underscoring the long-term value of infrastructure assets, which provide essential services that are fundamental to the functioning of economies. https://lnkd.in/dziUCUC #InfrastructureInvesting #RealAssets #Infrastructure #Investing #StarlightCapital #CanadianAssetManagement Dennis Mitchell

To know more, read the full article on #theenterprise https://lnkd.in/geXf6quM  #Verizon #Frontier #Acquisition #FiberOptics #Internet #Telecommunications #globalbusiness #theenterprisenews #followformore #global #finance

How will Vocus Group's $5.25 billion acquisition of TPG Telecom's fibre network impact the future of telecommunications in Australia? With this deal, Vocus gains control of over 50,000 km of fibre cables, positioning Vocus as a major player in Australia’s digital infrastructure and potentially reshaping the industry and increasing competition. This deal follows a strategic review by TPG, which will retain its mobile network and consumer business. The transaction is expected to be completed by late 2025, subject to regulatory approval, and is seen as a transformative move that will boost competition in the Australian telecommunications market. Curious to learn more about the impact of this acquisition on connectivity and business sectors? Read more here: https://rpb.li/mUxB6 #Telecommunications #Telco #TelecomManagement

Realise that BT has a market value of only GBP £14bn these days (only the 34th largest company in the FTSE 100 index) = A rounding error in the sums wasted on HS2 (rather than laying super-fast fibre up and down the existent physical, now-publicly owned rail network) . . . BT should be near the top of a ranking of enterprises whose infrastructure is crucial to the smooth functioning of the UK economy. A reliable, fast broadband network should be non-negotiable in the digital age (but BT will probably remain the biggest [=near monopoly, private sector] provider for decades given the lifespan of the kit). Of all the privatisation robberies = BT has caused the largest long-term harm to the U.K.

How will Vocus Group's $5.25 billion acquisition of TPG Telecom's fibre network impact the future of telecommunications in Australia? With this deal, Vocus gains control of over 50,000 km of fibre cables, positioning Vocus as a major player in Australia’s digital infrastructure and potentially reshaping the industry and increasing competition. This deal follows a strategic review by TPG, which will retain its mobile network and consumer business. The transaction is expected to be completed by late 2025, subject to regulatory approval, and is seen as a transformative move that will boost competition in the Australian telecommunications market. Curious to learn more about the impact of this acquisition on connectivity and business sectors? Read more here: https://lnkd.in/gf6A3E5R #Telecommunications #Telco #TelecomManagement

Four Titans, One Stage: The Future of UK Fibre Unlocked! Another panel at Connected Britain for Jeremy, and this one’s a game-changer! In this interesting session, four unique perspectives from across the UK fibre industry will converge, offering unrivalled insights. Seize this rare opportunity to gain a 360-degree view of the market's current pulse and future trajectory. This powerhouse panel brings together four key players shaping the UK fibre landscape: • Jeremy Chelot, Netomnia: Leading the charge in FTTH innovation and deployment • Georgia Grimes, Openreach: Spearheading fibre-build strategies • Jonathan Dann, Guggenheim Securities LLC: Bringing critical banking perspectives • Daniel Mendes , DigitalBridge: Offering invaluable investor insights • Ankit Agarwal, STL - Sterlite Technologies Limited: Revolutionising end-to-end fibre connectivity solutions Don't let this pivotal moment pass you by! Immerse yourself in the rapidly evolving UK fibre industry, as we navigate challenges, unlock opportunities, and forecast the trends that will define the digital infrastructure of tomorrow. #ConnectedBritain #FibreIndustry #UKTelecom #DigitalInfrastructure