Deutsche Telekomwatch: SoftBank on M&A manoeuvres
Analyst Briefing: Past week’s developments include more M&A machinations around DT’s infra partner ecosystem, as reports suggest SoftBank and DigitalBridge could come together on a deal that would bring the Japanese conglomerate into DT’s home-market tower space. Telekom Deutschland, meanwhile, makes a rare foray into fibre M&A with a ‘buy over build’ deal in Essen.
This article includes:
- Themes: AI adoption; AI Gigafactory; Brand transformation; Fibre M&A; Generative AI partnerships; Mission-critical communications; Spectrum disputes; Strategic investments; Tower infrastructure; Voice outsourcing.
- People: Mike Katz; Mike Sievert; Santiago Argelich; Tim Höttges.
- Geographic: Austria; Germany; Hungary; Norway; USA.
- Organisations: Alpen Glasfaser; Amazon; Anthropic; ATS Elektronik; Brookfield; CR7; Databricks; DigitalBridge; Disney; DOKOM21; DTCP; ElevenLabs; ENTEGA Medianet; Equativ; GlasfaserPlus; IFM Investors; Lyse; Magenta Telekom; McKinsey; Motorola Solutions; NVIDIA; OpenAI; Perplexity; SK Telecom; SoftBank; T-Mobile US; Telefónica; Telekom Deutschland; VZBV.
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