All EQT articles – Page 3
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Network & Infrastructure
Asterion builds FibreCo challenger to Telefónica in Spain
Olin Group’s portfolio now includes ten regional operators, with collective fibre footprint of 1.6 million premises. FibreCo newcomer plans to open up more than half of its fibre network to third-party operators in 2023. Spain’s saturated fibre sector appears ripe for further consilidation.
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Strategy & Change
An MNO no-no? TowerCos tread fine line on active equipment
The shift from renting out passive infrastructure to owning or managing active equipment is being explored by TowerCos as a path for growth, but the way is fraught and uncertain. Investor/InfraCo perspectives from Brookfield, Cellnex, INWIT, Nokia, Phoenix, TowerXchange EMEA, Vantage.
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Premium
Sweden’s EQT rounds out digital infra portfolio with Radius deal
Deal is worth $3bn including debt.
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Premium
Movistar facing fibre challenges as rivals bulk up
Avatel Telecom said to be in talks on financial partner for Lyntia Access buy.
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Partnerships & Alliances
Telefónica España ties with Orange’s Totem for 5G
Orange’s Ramon Fernandez hails ‘important deal’ with Spanish telco.
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Digital Reports
Vodafonewatch Report #210 – September 2022
Key stories include: Hungarian exit confirmed | SpaceMobile assesses funding options | Vantage up for auction? | Egypt buyout advances | Ghana sale disputed
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M&A
Vodafone ‘lines up Vantage Towers suitors’
Operator reportedly invites private equity firms to participate in auction.
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Network & Infrastructure
North Wales’ Fibrespeed network could be put in play
Devolved body looking at options for publicly owned North Wales’ network ahead of 2025 contract end point. Move comes after US private equity buyout of project partners.
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Elsewhere in Vodafone Partner Markets: Cyta’s bold 5G claims
Cyta claims Cyprus will be first to reach 100% 5G population coverage in EU; Rogers’ Q4 FY21 profits down 10% on last year; Vodafone Qatar builds submarine cable station to extend Vodafone Group-backed 2Africa subsea cable.
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Venturing & Investments
Revealed: DT’s fibre linkup with ex-Deutsche Glasfaser bosses
Group investment arm DTCP takes large minority stake in startup Fiber Experts Deutschland. Venture sees DT link up with former Deutsche Glasfaser execs Uwe Nickl and Dr. Stephan Zimmermann. Ex-DT executive Wolfgang Kniese involved in venture’s management.
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Network & Infrastructure
DT’s fibre JV cleared and gets into planning mode
EC approves proposed GlasfaserPlus JV with no conditions. GlasfaserPlus identifies first 57 communities to be targeted in 2022. DT partner EWE reassures over Glasfaser Nordwest, the Group’s other high-profile fibre JV, which has hit regulatory roadblocks.
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Premium
Elsewhere in BT Group: recruitment drive for apprentices and graduates
Recruitment campaign to fill Better Workplace offices; shareholder Altice drops Portuguese sale plans.
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Partnerships & Alliances
EWE ‘committed’ to Telekom Deutschland fibre JV
‘Complaint of non-admission’ submitted to Federal Court of Justice after it revoked approval of TDE-EFE joint venture late last year. Glasfaser Nordwest was deemed “illegal” following controversial 2019 launch
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Telefónica linked to Portugal return, as Drahi builds war chest
Portuguese market leader in fixed and mobile access available for sale as owner Drahi looks at Eutelsat and BT acquisitions. Telefónica may consider spreading its wings as debt worries die down. Lack of infrastructure ‘crown jewels’ may lessen appeal of any deal.
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Public Affairs
Telekom Deutschland’s regional fibre JV rocked by court ruling
Düsseldorf court backs claims by Vodafone and rival altnet that Deutsche Glasfaser is “hindering competition” in FTTP space. 2019 regulatory clearance overturned. Operations progressing as normal, however.
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M&A
Telxius completes European tower sale
Telefónica handed regulatory go-ahead for tower divestment, with German and Spanish sites handed to American Tower. Latin American portion to follow next year, pending approval. Submarine cables also up for grabs, with first bids reportedly received.
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Premium
DT’s deal-maker Langheim studies his share options
The long journey to the top in the USA is not yet complete, but DT’s message is that patience is paying off and reiterates plans to take the number-one slot. European portfolio reshaping in pipeline, with Dutch “crown jewel” TMNL prepped for ownership rejig and carve-out of “kingmaker” tower ...
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M&A
Deutsche Telekom pondering Dutch M&A options
Group appears cold on possibility of buying out junior partner in T-Mobile Netherlands when options open up in January 2022. New tie-up or sale flagged as likelier outcomes.
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Network & Infrastructure
T-Mobile Netherlands bulks up on fibre via new KKR venture
Dutch NatCo builds on Primevest investments as first anchor tenant of Open Dutch Fiber. New fibre venture taps former CEO and CCO of Vodafone Germany partner Deutsche Glasfaser. Move raises further questions over Group plans for its Dutch business.
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People
Former O2 and Vodafone duo take helm at Deutsche Glasfaser
O2 Germany’s ex-CEO Thorsten Dirks takes top-spot at fibre altnet. Vodafone Broadband Director Ruben Queimano named CCO, expanding existing Vodafone alumni presence in Deutsche Glasfaser leadership.
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