The IO Digital Infrastructure Index

The IO Digital Infrastructure Index (BYTE) is the leading benchmark for investing in the growing, modern, high tech infrastructure industry.

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Digital Infrastructure Explained

The Opportunity in Digital Infrastructure is large and secular.

Digital infrastructure is comprised of the physical assets that underpin the digital world. Regardless of what technology services win, digital infrastructure assets power the experience. When you stream a movie, play an online game, use a mobile app, or work remotely, you are relying on digital infrastructure to deliver provide fast, seamless outcome.

Digital infrastructure assets include data centers, fiber optic networking, fixed-line last mile technology (like cable), and mobile infrastructure (such as cell phone towers, small cells, and 5G).

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CEO of $ATUS - Dexter Goei - hinting all over the Q2 call that a Suddenlink monetization is in the works.

Patrick Drahi-controlled companies have often sold 50% stakes to PE players as Multiple Arbitrage + Capital Injection, in similar previous scenarios...


5G Subscribers In MEA Region To Reach 263m By 2026: #Nokia @BYTE_ioDigital #5G $NOK @compound248 @FromValue @JMTradezxcii @maybebullish @5GAmericas @EvanKirstel @rwang0 @constellationr @holgermu @dhinchcliffe @lizkmiller @matteastwood @paragkhanna

Talk about finding product-market fit:

With 2+ million run-rate annual FWA net adds, I’m pretty sure $TMUS is on pace to add more broadband customers this year than the ENTIRE U.S. CABLE industry will add on fixed broadband…❗️


Rumors hit yesterday of $ATUS selling its Suddenlink territories for up to $20B (~15x EBITDA). $20B net implies Mr. Market values its RemainCo at ~3.5x CY22E EBITDA.

Most public cable assets are 7.5-8.5x and private M&A is >10x. Those values would imply $ATUS as a multi-bagger.

Core $BYTE Index position, $ATUS, +32% on the news it is considering the sale of its Suddenlink territories for as much as $20 billion.

Altice USA’s market cap this morning was <$5 billion.

Digital infrastructure M&A remains scorching hot. 🔥

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IO Digital Infrastructure Index

IO Digital Index Partners created the IO Digital Infrastructure Index to provide access to the growing, resilient, large digital infrastructure industry. It is a global index of 40 constituents that attempts to optimize for growth, soundness, and value.

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