CFO interview: Zayo Europe’s Jennifer Smith on contract-led capex, partnerships and AI-driven demand

15 May 2026 | Transaction Support

Daniel Ponte Fernández

Article | PDF | Raising finance


“As AI increases the scale of infrastructure projects, partnerships are becoming essential to stay close to demand while managing capital risk.”

Jennifer Smith, CFO, Zayo Europe

Abstract image

Analysys Mason Principal Daniel Ponte Fernández spoke with Zayo Europe CFO Jennifer Smith about what differentiates B2B fibre from fibre to the home (FTTH), how Zayo Europe approaches success-based and expansionary capex, and why partnership models may become increasingly important as AI accelerates demand. 

In the edited highlights from their conversation, Daniel and Jennifer cover: 

  • B2B fibre versus FTTH models
  • contract-led capex and capital discipline
  • the growing importance of partnerships
  • AI and evolving demand dynamics.

CFO interview: Zayo Europe’s Jennifer Smith on contract-led capex, partnerships and AI-driven demand

Jennifer Smith has over two decades of financial leadership experience in telecoms and technology

Author

Daniel Ponte Fernández

Principal, expert in transaction services