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
Fran González
Partner
Aude Schoentgen
Director, expert in regulation and policy
Janette Stewart
Partner, expert in spectrum policy, pricing and valuation
Michelle Lam
Senior Analyst