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...

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

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...

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...

Gravis launches digital infrastructure fund

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...

If Prime: 5G Core by Thursday, RAN by Saturday

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,...