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Summary
As the data center frenzy continues to dominate, fiber investments remain highly sought after, while interest in tower assets wanes as they mature and transition to the next phase of value development. Fiber networks, crucial for both data centers and towers, are still in the build-and-grow phase but are experiencing a mix of lessons learned and challenges yet to be addressed.
Join our S&P Global analysts as they present the state of fiber rollouts across Western Europe. They will delve into the pain points of monetization strategies amidst increasing macroeconomic pressures on investors' returns.
Join our informative Q&A session with fresh insights into European digital infrastructure investments, their development, and economics.
- Where is the value in fiber?
- What conditions do networks need to succeed: policy, competition, and strategy?
- What links towers, fiber optics, and data centers, and what comes next?
- When do consumers make the switch to fiber, or how are operators persuading them to do so?
Speakers
S&P Global Market Intelligence
Mohammed Hamza
S&P Global Market Intelligence
Principal Analyst
Mohammed is a Principal Research Analyst a Kagan, a TMT research group of S&P Global Market Intelligence. He leads the global fixed and mobile telecoms and consumer technology research teams. His primary focus is on Western Europe's telecoms and media landscape.
Mohammed is a Principal Research Analyst a Kagan, a TMT research group of S&P Global Market Intelligence. He leads the global fixed and mobile telecoms and consumer technology research teams. His primary focus is on Western Europe's telecoms and media landscape.
He has spent more than a decade growing the group’s coverage globally, establishing broadband revenue models, global sports coverage, Western Europe and Asia's TV network programming economics, premium video content production economics, and tech coverage, including fiber, ad tech, 4K UHD and DTT TV, among others. Mohammed is a regular contributor to trade publications and a presenter on various topics across industry events.
Before joining S&P Global Market Intelligence in 2010, Mohammed was a senior analyst and editor at a leading telecoms and media research firm covering mobile telecoms, connected home vendors, technology and products and fiber developments and building the company's broadband coverage in the MENA region.
His journey in the TMT sector began in the early 2000s as a reporter and editor covering mobile telecoms operators, services, regulation and technology. He holds a Bachelor's degree in French and History from London University and an MSc in Cognitive Science and Intelligent Computing from Westminster University.
S&P Global Market Intelligence
Erik Keith
S&P Global Market Intelligence
Senior Research Analyst, Broadband Technology
Erik M. Keith is Senior Research Analyst for Broadband Infrastructure at S&P Global Market Intelligence Kagan. Erik's coverage of the broadband infrastructure market includes fixed network solutions such as FTTH, DSL and DOCSIS/cable technologies, wireless networking solutions such as 4G LTE and 5G, and related technologies such as Fixed Wireless Access (FWA). Erik has worked as an industry analyst since 1998, initially at Current Analysis, then with GlobalData, prior to joining S&P Global.
S&P Global Market Intelligence
Natalie Colakides
S&P Global Market Intelligence
Research Analyst
Natalie Colakides is a research analyst for Kagan, a media research group within the Telecommunications, Media and Technology (TMT) offering of S&P Global Market Intelligence.
Natalie Colakides is a Media Research Analyst at Kagan, covering multichannel television, broadband and advertising in Southern Europe. Natalie began working at S&P Global Market Intelligence in 2018. Before joining S&P Global Market Intelligence, Natalie was a senior analyst at IPG’s Magna Global, covering global advertising expenditure and forecasts, specializing in digital advertising.
Natalie holds a B.Sc. in Economics and International Business and MSc in Marketing Analytics from Bentley University (USA).
S&P Global Market Intelligence
Mark Habib
S&P Global Ratings
Managing Director Corporate Ratings
Mark Habib is a Managing Director and the Sector Lead for S&P’s EMEA Telecom, Media & Technology team, based in Paris since 2013. Mark publishes commentaries and leads outreach to market stakeholders on credit issues affecting the sector.
Mark Habib is a Managing Director and the Sector Lead for S&P’s EMEA Telecom, Media & Technology team, based in Paris since 2013. Mark publishes commentaries and leads outreach to market stakeholders on credit issues affecting the sector.
Mark also covers a portfolio of telecom and technology credits in EMEA, and leads S&P’s global effort to ensure telecoms ratings consistency, including authoring of criteria. Previously, Mark was a Director for the Utilities & Infrastructure and the Project Finance teams in New York, where he started in 2007. Prior to Standard & Poor’s, Mark worked for bilateral and multilateral international economic development organizations, and in the high tech sector.
Mark holds an M.B.A. from the University of California at Berkeley’s Haas School of Business, and a B.A. in Economics and Political Science from UCLA.
S&P Global Market Intelligence
Sarah James
S&P Global Market Intelligence
Senior Editor, Technology, Media and Telecommunications
Sarah has more than a decade of experience writing and editing data-driven, sector-focused content, covering everything from retransmission consent disputes to municipal broadband deployment.
Sarah has more than a decade of experience writing and editing data-driven, sector-focused content, covering everything from retransmission consent disputes to municipal broadband deployment. She has moderated various panels at industry events like Mobile World Congress and Streaming Media West, and she continues to produce articles around environmental, social and governance issues.