Analysys Mason's digital infrastructure experts assess 6G's evolving roadmap and how it will likely impact towerco’s main demand drivers: new...
Take-private activity is gaining momentum across mature digital infrastructure markets, while space companies continue to turn to initial public...
In this episode, Alessandro Ravagnolo (Managing Partner) and Caroline Gabriel (Partner) discuss impending 6G deployments and the implications for...
Data centres play different roles within the digital ecosystem, resulting in a wide variety of business models and technical requirements. This...
This short extract from Analysys Mason’s M&A Predictions podcast features Charles Murray, Partner, discussing the renewed momentum behind...
Exploring how TMT investors will navigate the landscape of market consolidation, new technologies like AI and strategic decisions that will shape the...
In this podcast episode, Alessandro Ravagnolo, Partner, is joined by Caroline Gabriel, Partner, and Charles Murray, Partner, to discuss how telecoms...
Spectrum-backed securitisation (SBS) is helping US telecoms operators unlock capital by securitising spectrum licences. Other regions are catching on...
The ability to trade or lease spectrum licences via market transactions opens up opportunities for financial sponsors who can acquire spectrum rights...
As take-private deals have increased in telecoms and digital infrastructure, questions linger over IPO valuations. With massive AI infrastructure...
