The debt-financing landscape for telecoms and digital infrastructure is at a pivotal moment. A large amount of debt is reaching maturity, and the associated assets are moving from deployment to operational phases. Borrowers in need of refinancing are returning to capital markets, but lenders and borrowers must grapple with heightened scrutiny and a tightening focus on performance, scale and resilience.

Our four expert videos and concise summaries, taken from our recent debt-financing breakfast briefing, offer insights into the commercial and technical factors shaping digital infrastructure lending today, including:

  • how lenders should assess different data-centre business models
  • the implications of 4:3 mobile consolidation for lenders
  • financing satellite and space assets
  • the FTTP tipping point: ‘refi or die’.

Speakers

Lluc Palerm

Research Director, space and satellite, expert in satellite strategies for telcos

Luke Wyles

Analyst, expert in space and satellite

James Kirby

Senior Analyst

Adaora Okeleke

Principal Analyst, expert in AI and data management

Gorkem Yigit

Research Director

Justin van der Lande

Research Director

Dennisa Nichiforov

Principal Analyst

Ibraheem Kasujee

Senior Analyst

Stefano Porto Bonacci

Principal Analyst

Michael Kende

Senior Adviser

Joan Obradors

Managing Partner, expert in regulation and policy

Aude Schoentgen

Director, expert in regulation and policy

Janette Stewart

Partner, expert in spectrum policy, pricing and valuation

Michelle Lam

Senior Analyst
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