All KKR articles
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Financial & Performance
Altice France clears €8.6bn in debt and opens door to SFR sale
Embattled French group firms up major business restructure seeing founder Patrick Drahi reduce his stake, group of creditors gain a 45%-holding, and former Vodafone CEO Nick Read join Board of Directors as part of a governance rejig.
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Analyst Briefings
EMEA Infrawatch Analyst Briefing: fibrecos hit the accelerator; digital divestments develop
Latest on EMEA digital infra: French operators progress copper-to-fibre migration; German government mulls regulatory changes to speed up fibre rollout to flats; TDF becomes latest subject of French tower divestments; fibre players GlobalConnect and XpFibre reportedly up for sale…
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Partnerships & Alliances
Virgin Media O2 smartens up fibre rollout with IQGeo and Deepomatic combo
As IQGeo completed an acquisition of Deepomatic earlier this month, Virgin Media O2 emerged as one of the first operators to use their combined geospatial software and computer vision software tools to speed its fibre rollout.
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Financial & Performance
Q2 FY25: DT moves to put more fibre in T-Mobile diet
Deutsche Telekom sees potential for more ‘clean, incremental’ buyouts in American fibre space, to keep growth engine at T-Mobile US stoked. Comments come as T-Mobile ups expectations for FY25 on back of takeover spree, string of new industry tie-ups, and further customer base expansion.
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People
Vantage Towers’ third CEO since 2023 — Hillabrant off to Crown Castle
CFO Nicolas Mahler steps up to interim-CEO at Europe’s second-largest TowerCo, amidst significant market pressures and ongoing regulatory scrutiny at Blackrock-KKR-Vodafone venture…
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M&A
Cellnex ‘not exposed’ to looming telco M&A in France, says CEO
Marco Patuano underlines towerco’s strong market position in France, and said it would be a critical partner in any MNO consolidation moves.
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Analyst Briefings
EMEA Infrawatch Analyst Briefing: fixed infra highs and lows; backbones strengthened
Latest in EMEA digital infra: satellite trio begins picking IRIS2 construction partners; EU takes another look at KKR’s recent fixed asset purchase; South Africa’s Competition Commission finally gives verdict on Vodacom–CIVH fibre JV; African telcos and govs strengthen backbone…
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Public Affairs
Double take: EU probes KKR over TIM fixed NetCo buyout
EC investigation raises new questions about controversial €22bn takeover of Italian fixed infrastructure assets, with wholesale agreements central to concerns…
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M&A
MásOrange, Vodafone Spain reach final stages of fibre JV stake sale — report
Deal to offload stake in €8bn Surf fibreco said to be imminent, helping clarify MásOrange value ahead of potential 2026 IPO, as well as demonstrating massive 18-month value accretion at Zegona…
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Strategy & Change
DT holds firm on diversity as T-Mobile US ditches DEI to secure M&A deals
Deutsche Telekom says its approach is unaffected as T-Mobile adapts to policy changes and scraps diversity, equity, and inclusion to win approval for two pending acquisitions.
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M&A
SFR sale speculation: Blackstone is latest name in frame
Bloomberg reports that US asset manager Blackstone is exploring a joint bid worth up to €30bn, and is talking to other potential interested parties, including SFR’s competitors.
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People
MásOrange appoints new IR head in prep for ‘potential IPO’
Juan José Gaitán moves from Cellnex to take on investor-facing responsibilities at the Spanish operator, with a valuation for a possible IPO and the sale of a stake in the fibre JV with Vodafone Spain on his to-do list.
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Analyst Briefings
Orangewatch Analyst Briefing: execs bang M&A drum; high hopes on IPCEI and AI
In this issue, we report on presentations by Orange’s leadership at the AGM, with Group CEO Christel Heydemann and new Orange France CEO Jérôme Hénique taking the floor.
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Analyst Briefings
EMEA Infrawatch Briefing: resilience under the microscope; TowerCos face up to ‘land banks’
Power outage in parts of Europe and the aftermath of USA’s ‘Liberation Day’ tariffs give digital infra players food for thought on data sovereignty and resilience. Meanwhile, TowerCos come face-to-face with land aggregation firms after expressing concerns that the latter could stockpile land assets.
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M&A
Iliad CEO remains ‘pragmatic’ on deal-making opportunities in France, Italy
Potential M&A in the two markets is tempting for different reasons, although Thomas Reynaud says Iliad in Italy and Free in France can continue to operate quite happily as standalone businesses.
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M&A
Virgin Media O2 said to attract first offers in £1bn NetCo stake sale
Spanish media reports Virgin Media O2 owners Telefónica and Liberty Global have received non-binding offers from investors for a 40% stake in the planned NetCo carve out, with BlackRock and CPP Investments in the mixer.
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Network & Infra
KPN seeks to temper Dutch overbuild amidst fibre storm
CEO Joost Farwerck eager to temper overbuild in the Netherlands, as fibre rivals including DELTA Fiber and Open Dutch Fiber lock in overlapping city build programmes. Concerns accompany latest earnings showing incumbent maintaining pace to hit own rollout target…
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Network & Infra
Telefónica and Millicom push net-share on-button in Colombia
Groups’ local operating businesses cite coverage and capacity benefits as they turn on unified 3G and 4G grid.
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Analyst Briefings
Infrawatch Weekly: infra multi-tasking, EU digital plans, new Voda space deal
Latest from the digital infra scene in the UK and beyond, including European SatComms catch-up; leveraging InfraCo energy assets; Ofcom spectrum price cuts; people moves, and plenty more…
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Network & Infra
T-Mobile ‘open’ to tech that could further flesh out FWA
As rivals ramp up broadband investments, CEO Mike Sievert says operator remains “on the hunt” for capacity-enabling tech that could enable it to widen reach of its 5G Home Internet and Small Business Internet fixed wireless services.