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Summary
As the data center frenzy continues to dominate, fiber investments remain highly sought after, while interest in tower assets wanes as they mature and transition to the next phase of value development. Fiber networks, crucial for both data centers and towers, are still in the build-and-grow phase but are experiencing a mix of lessons learned and challenges yet to be addressed.
Join our S&P Global analysts as they present the state of fiber rollouts across Western Europe. They will delve into the pain points of monetization strategies amidst increasing macroeconomic pressures on investors' returns.
Join our informative Q&A session with fresh insights into European digital infrastructure investments, their development, and economics.
- Where is the value in fiber?
- What conditions do networks need to succeed: policy, competition, and strategy?
- What links towers, fiber optics, and data centers, and what comes next?
- When do consumers make the switch to fiber, or how are operators persuading them to do so?
Speakers
S&P Global Market Intelligence
Mohammed Hamza
Principal Analyst
Mohammed is a Principal Research Analyst a Kagan, a TMT research group of S&P Global Market Intelligence. He leads the global fixed and mobile telecoms and consumer technology research teams. His primary focus is on Western Europe's telecoms and media landscape.
S&P Global Market Intelligence
Erik Keith
Senior Research Analyst
Erik Keith is the Senior Research Analyst for Broadband Infrastructure within the Telecommunications, Media and Technology (Kagan) research group at S&P Global Market Intelligence.
S&P Global Market Intelligence
Natalie Colakides
Research Analyst
Natalie Colakides is a research analyst for Kagan, a media research group within the Telecommunications, Media and Technology (TMT) offering of S&P Global Market Intelligence.
S&P Global Market Intelligence
Mark Habib
Managing Director Corporate Ratings
Mark Habib is a Managing Director and the Sector Lead for S&P’s EMEA Telecom, Media & Technology team, based in Paris since 2013. Mark publishes commentaries and leads outreach to market stakeholders on credit issues affecting the sector.
S&P Global Market Intelligence
Sarah James
Senior Editor, Technology, Media and Telecommunications
Sarah has more than a decade of experience writing and editing data-driven, sector-focused content, covering everything from retransmission consent disputes to municipal broadband deployment.