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- Europe’s fibre market is entering a new phase. Buildouts are slowing, valuations are under pressure, and investors are demanding clearer paths to return.
- The Fibre Investment Stage brings together operators, investors, policymakers and infrastructure leaders to explore where fibre growth still works, where the market is shifting, and what sustainable returns look like from here.
- This is where the industry gets honest about what is working, what is not, and what comes next.
What you’ll get
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- Clear insight into where fibre investment is still attractive and where pressure is building
- Real perspectives on valuations, M&A activity and consolidation across Europe
- Practical strategies to move from rollout to revenue, adoption and long term EBITDA
- Direct discussion around policy, subsidy, regulation and the future role of public capital
What we’re tackling
- European metro market: where next? Deployment is slowing and adoption lagging. What comes after the build phase?
- Fibre valuations under pressure - Debt, overbuild and slower take-up are reshaping asset values.
- Scale, restructure or sell? What are the real survival paths in Europe’s fibre shake-out?
- Networks built, returns missing - How do operators shift from rollout to cash flow, higher ARPU and sustainable returns?
- No fibre, no AI - Is Europe underinvesting in backbone infrastructure as AI demand grows?
- Who funds Europe’s digital future? Where public and private capital drive growth - or hold it back.
- Copper switch-off: reality check - Why migration is proving harder than expected.
- Fibre as critical infrastructure - What does real network resilience cost, and who pays for it?
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Who you’ll meet
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Join senior leaders from across the fibre and infrastructure ecosystem, including:
- Fibre operators (metro, FTTH, Altnets) under pressure to scale, merge or exit
- Investors and financiers deciding what is still worth backing
- Governments and regulators shaping subsidy, policy and build conditions
- Access ISPs and cable players influencing demand and pricing
- Network vendors and suppliers supporting deployment, resilience and cost control
- Hyperscalers and large users driving future demand and infrastructure requirements... Alongside the wider Capacity Europe ecosystem spanning connectivity, cloud, AI and digital infrastructure.
The reality
This is not just a fibre deployment conversation.
It is about investment, consolidation, profitability and long term infrastructure strategy.
If you need to understand where fibre growth still works, how operators are adapting, and where the next wave of opportunity will come from, this is the room to be in.
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