All Iliad articles
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M&AEC cedes oversight of SFR takeover to French authorities
Iliad’s SFR transaction was a potential sticking point, but the EC has agreed to refer it to France, with discussions already underway with Bouygues Telecom and Orange.
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M&AFrance’s Scaleway bulks up cloud platform with Qarnot buy
French cloud provider eyes data centre and services expansion through acquisition of Qarnot, having identified potential synergies and alignment on heat recycling as key benefits to the buy.
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M&AFrom bitter critic to anchor investor: Xavier Niel replaces e& as Vodafone’s largest shareholder
In-depth: Audacious French telecoms tycoon snaps up e&’s stake in a €5bn transaction. Niel expresses confidence in strategic direction and ‘value creation potential’, just two years after expensively venting frustration at ‘mismanagement’…
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Analyst BriefingFrancewatch: Telco trio forges SFR deal, but much work lies ahead
Analyst Briefing: France’s three leading telcos have signed an agreement to buy SFR; Orange has completed its MásOrange takeover; and a round-up of Orange’s stable Q1. Plus more in subsea infra, data centres, and AI networking…
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Network & InfraSpanish government green lights Telefónica-led Gigafactory bid
Spanish government gives the go-ahead for public-private venture that will lead European AI Gigafactory project. Private shareholders include Telefónica, ACS, and Santander.
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PeoplewatchFrance Peoplewatch: MásOrange CEO brought into ExCo fold; Utiq selects new chief
Latest senior and strategic people moves in the French telecoms and digital infra sectors, including a new CEO at telco adtech venture Utiq, MásOrange chief Meinrad Spenger joining the Orange Group Executive Committee, and Iliad CEO Thomas Reynaud retaining a seat on the Tele2 board.
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M&AOrange takes big steps forward on French, Spanish M&A
Orange has advanced its European M&A agenda, completing the full acquisition of MásOrange in Spain and moving forward a complex three-way deal to dismantle SFR in France. The competitive dynamics of both markets are being reshaped…
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M&AFrench telco trio finally secures €20.35bn deal to buy rival SFR
Following weeks of complex negotiations, Bouygues Telecom, Iliad, and Orange make a final push over the weekend and wrap up an agreement with SFR owner Altice France.
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Financial & PerformanceIliad in bullish mood despite SFR talks dragging on
Q1 FY26: CEO hails a “good” first quarter for the group, in contrast to takeover target SFR. Expansion of AION Gigafactory consortium also highlighted…
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M&ASFR takeover talks enter extra time as Altice extends deadline
French telco trio Bouygues Telecom, Iliad, and Orange have been handed another three weeks to agree on a deal that satisfies Altice demands, with uncertainty lingering about the likelihood of an agreement…
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PeoplewatchOrange Peoplewatch: Belgian C-suite shake-up rolls on with new CIO
Latest 20+ senior and strategic leadership changes at Orange, including another appointment as part of a C-suite overhaul in Belgium, the recruitment of fresh domestic network leadership, and the Group’s former France boss moving to oversee a national fibre challenger…
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PeoplewatchEx-Orange France boss joins fibre challenger Altitude
French investment group recruits Fabienne Dulac to help guide it through anticipated phase of national fibre player consolidation …
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Financial & PerformanceFrance’s SFR in holding pattern as sale talks continue
Altice France stays coy on possible purchase price as parameters of the deal remain under discussion.
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M&AOrange’s Heydemann is confident on new SFR takeover bid
CEO of French incumbent is hoping for a positive response to its second bid for assets from distressed rival SFR, alongside Bouygues and Iliad. As well as dangling a higher, €20bn+ offer in front of seller Altice, she notes a change to the deal’s structure would help the French trio mitigate some execution risk. She also remains confident of the case for consolidation.
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Analyst BriefingFrancewatch: All eyes on SFR
Analyst Briefing: France’s three leading telcos have made a new offer for rival SFR, Patrick Drahi has drawn up an XpFibre shortlist, and Orange has unveiled its Trust the Future strategy…
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M&AFrench trio increases bid for SFR, starts exclusive talks
New offer gives SFR a total enterprise value of €20bn, with Bouygues still in the driving seat, Orange and Iliad onboard.
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M&ASFR takeover: Pressure mounts as talks enter ‘stoppage time’
France: reports say Bouygues Telecom, Iliad, and Orange could make a new bid for their domestic rival by the end of April.
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Analyst BriefingTelefónicawatch: Murtra remains defiant of short-termism
Analyst Briefing: Round-up of developments at Spanish incumbent, as Exec Chair Marc Murtra asserts longevity of his “comprehensive” transformation plan, amid market scepticism, and the operator secures a series of deals around fibre consolidation, B2B services, and internal efficiency. Read more…
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Network & InfraINWIT fights back as anchor tenants threaten to dismantle Italian towerco business model
In-depth: Towers showdown erupts in Italy as Fastweb + Vodafone looks to pull out of its INWIT MSA and is met by ‘conflict’ accusations and a legal response. With Vodafone still exposed indirectly, and peers observing with interest, Europe’s once-staid infra sector continues to reset…
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M&AVodafone to ‘keep looking’ at Vantage stake as European tower scene evolves
Vodafone CEO Margherita Della Valle satisfied with Vantage performance, but acknowledges that consolidation is changing the landscape in several markets, and the ‘appropriate position’ for the Group’s towerco interests may also shift…