The acceleration of investments for fibre and 5G which has occurred for the last two years is now exponential and reaching fever pitch.
Iliad, Telenor, Altice, Vodafone, Telefonica Deutschland, BT have all made the news recently.
Plus the recent report of newly entrant Zzoom raising £100m. https://www.tmtfinance.com/limit_access/29404
And today the announcement that EQT and Digital Colony are to acquire Zayo for UDS14.3bn..... https://app.mergerlinks.com/transactions/2019-05-08-zayo-group-holdings-inc
These are extraordinary news... but these are also extraordinary times when the future of communications is being shaped up and, as a member of the infratech finance team at CMS, this is exciting for me.... Not least because this might mean that hopefully I might get fibre at home too!
Just like their American counterparts, European telcos are being reshaped by the need to move to 5G and full fibre networks, as well as establish positions in content to compete with media companies.