Insight & Analysis
Thought-leaders and Experts in digital infrastructure & investment provide opinion and analysis on the opportunities and challenges in digital infrastructure investment.The DigitalBridge Coming Out Party
June 22, 2021 This is a big week for Analyst Days – with DigitalBridge on June 22nd (the day of its official rebranding) and Equinix (EQIX) on June 23rd. Both will be important days for each as they both represent companies in significant transition right now. For...
D9 Infrastructure raises £175 million for potential digital infrastructure acquisitions
Source: Data Center Dynamics Company looking to acquires data centers, fiber, and subsea cable over next 12 months UK investment trust D9 Infrastructure has raised £175 million ($246.7 million) to boost its acquisition ambitions. In May the company said it...
QTS Realty Trust to Be Acquired by Blackstone Funds in $10 Billion Transaction
OVERLAND PARK, Kan. and NEW YORK, June 7, 2021 /PRNewswire/ -- QTS Realty Trust (NYSE: QTS) ("QTS" or "the Company") and Blackstone (NYSE: BX), today announced that they have entered into a definitive agreement under which Blackstone Infrastructure Partners,...
LUMEN / T-MOBILE – On the Edge of Glory?
As a former analyst, I know that the webcasts which the Street pays the most attention to are the ones where the CFO or CEOs are speaking. While these are of course very interesting, I often think it may be the ‘under the radar’ executives that may say the most. ...
The Capital Call
David Stevenson is an experienced investment commentator and writer, with a passion for media and technology. David writes for a number of leading publications including The Financial Times, where he is a columnist, the Investors Chronicle, Money Management and trade...
Neuberger Berman Next Generation Connectivity Fund Announces $1.5 Billion Initial Public Offering
Source: PR Newswire NEW YORK, May 26, 2021 /PRNewswire/ -- Neuberger Berman Next Generation Connectivity Fund Inc. (the "Fund"), a newly organized closed-end fund, announced today the initial public offering of its shares of common stock. The Fund began trading today...
AT&T: When you are in a hole, stop digging
I took a break from this column last week as I think I was a bit of deer in headlights as I digested the big AT&T news. It almost was personal to me as I vividly remember when AT&T’s CFO announced during a conference at my prior firm that its Time Warner deal...
Digital Colony acquires Landmark Dividend for $972 million
Source: DataCenter Dynamics Infrastructure investment firm Digital Colony has announced plans to acquire Landmark Dividend LLC. Affiliates of Digital Colony this week entered into a definitive agreement to acquire the real estate and infrastructure acquisition...
The importance of connectivity-rich data centers to 5G
Equinix (EQIX) recently published its third annual Global Tech Trends Survey (GTTS). This survey gathers views and insights from 2,600 IT enterprise decision makers in 26 countries across EQIX’s three regions (Americas, Asia-Pacific and EMEA). It never disappoints! ...
Gravis launches digital infrastructure fund
Gravis Advisory Limited, a subsidiary of infrastructure and real estate investment specialist Gravis Capital Management Limited, has launched the VT Gravis Digital Infrastructure Income Fund (‘the Fund’) the firm’s fourth OEIC and a unique addition to its existing...
Diamond Communications to Acquire Melody Wireless Infrastructure For $1.625B
Diamond Communications LLC and Sculptor Capital Management, Inc. (NYSE: SCU) yesterday announced that they have entered into a definitive Stock Purchase Agreement to acquire Melody Wireless Infrastructure, Inc.(MWI). MWI is a private U.S. REIT that owns a portfolio of...
$40 billion in Capital Expenditures. In 3 months?
Amazon’s Q1’21 earnings report came out this past week. While I was never a technology analyst, there was no question this print was VERY good all around. But the number that REALLY jumped out to this old telecom analyst was in their FCF (Free Cash Flow)...
American Tower: Edge computing worth ‘billions of dollars annually’
Source: LightReading American Tower's CEO believes the edge computing market could eventually grow into an opportunity worth billions of dollars every year. And he said his company is well positioned to take advantage of that situation. "Given that our attractively...
Goldilocks, The Big Bad Wolf and the impact on wireless margins
On the heels of AT&T and Verizon’s Q1’21 results, it makes sense to take a bigger picture look at their wireless strategies. AT&T’s print was applauded by the Street with the stock up over 4% on the day of the report (big move for a company of this size!). ...
If Prime: 5G Core by Thursday, RAN by Saturday
Matt Vartabedian Analyst IGRIf Prime: 5G Core by Thursday, RAN by Saturday April 22, 2021 Remember the Rokr E1? It debuted about 16 years ago and resulted from a partnership between Motorola and Apple. Back then, Motorola was a big deal in phones – along with Palm,...
Digital Alpha Announces Closing of Second Digital Infrastructure Fund at Over $1 Billion
Source: PR Newswire SAN FRANCISCO, April 20, 2021 /PRNewswire/ -- Digital Alpha Advisors ("Digital Alpha"), a leading digital infrastructure investment firm, today announced the closing of Digital Alpha Fund II, L.P. (the "Fund" or "Fund II"), over its initial hard...
Global X Which themes are set to be benefit from the US infrastructure plan?
Source: CMCMarkets.com In this article, Andrew Little, a research analyst at Global X, breaks down how the US infrastructure plan will stimulate certain themes and highlights the main beneficiaries. The long-awaited $2trn US infrastructure plan has arrived. On 31...
Telecom Biden targets $100B for universal broadband access in $2T plan
Source: Fierce Telecom U.S. President Joe Biden outlined a plan to allocate $100 billion to fund broadband improvements with the goal of achieving 100% coverage by 2030, as part of a newly unveiled $2 trillion infrastructure package. Among other things, the...