All KKR articles – Page 14
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Network & InfraOrange CEO open to pan-European TowerCo idea
Stéphane Richard sees “interesting opportunity” in possible tie-up with Deutsche Telekom or Vodafone. CEO wants to do “something smarter” with tower assets than selling masts to accumulator Cellnex.
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Network & InfraAllianz emerging as Telefónica’s German fibre buddy
Report suggests that project ‘Beethoven’ aims to exploit Telefónica’s Spanish fibre expertise.
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M&AMÁSMÓVIL CEO calls Vodafone link a “bluff”
Spenger scoffs at recent media reports that MÁSMÓVIL was in consolidation talks with Vodafone. CEO pointedly adds, however, that mergers eliminate “unnecessary infrastructure costs”.
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Partnerships & AlliancesTelefónica renews Deutsche Telekom deal as fibre plans accelerate
Renewed and expanded wholesale volume deal will remove the handbrake on Telefónica’s broadband products, and drive TDE investment. While DT network currently focused on urban areas, Telefónica’s plans for a €5bn rural fibre network are reportedly nearing completion.
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M&ATelefónica ponders surrendering Telxius majority
CFO Abasolo reportedly open to the idea of letting go of direct Telxius control to enable faster growth as an independent business.
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M&AVodafone linked with Spain’s MÁSMÓVIL again
Group reportedly in acquisition talks with Spain’s fourth largest operator. MÁSMÓVIL subsequently denies discussions after only recently agreeing to private equity buyout.
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Analyst ReportBTwatch Report #315 – August-September 2020
Key stories include: Fibre investment rising through crisis | BT TV: a tale of two UIs | Sharp Shuter at Enterprise | Symantec out at BT Security | NI market profile
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M&AVodafone decries Italian broadband plan
Italy’s plan to create a single national broadband network moves closer, but deal still has some hurdles to overcome and Vodafone CEO Read signals he is opposed. Beyond broadband network, project might include 5G, edge computing, cloud and data centres, creating further strategic complexity for Vodafone’s Italian interests.
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M&ABT readies itself to ward off unwanted advances
With its share price deflated, dividend suspended, and a series of financial challenges on the horizon, BT Group is consulting on the best way to shore its defences against unsolicited bids. Boutique banker and trusted Vodafone advisor Robey Warshaw may be added to BT defence team. KKR emerges as ...
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PremiumPush for TI-Open Fiber tie up
Italian government signals plan to act as broker. Vodafone Italy rival Telecom Italia expected to retain control of single local access network, at least initially.
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ProfileProfile: Dominique Senequier, Insurance Queen
A penchant for l’activisme” makes private equity specialist Senequier a potentially challenging business partner.
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M&ASpanish altnet MÁSMÓVIL hits takeover turbulence
Activist investor tries to foil private equity buyout.
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PremiumElsewhere in Germany: content reined in; Deutsche Glasfaser builds up
Group continues to keep tight rein on content expenses, for now. Upstart Deutsche Glasfaser completes two-into-one M&A bulk-up. Voic-ification continues to be a key area of innovation focus.
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Financial & PerformanceJio turns into Vodafone Idea’s worst digital nightmare
Massive Google investment underscores both Jio’s domination and its ambition to develop wide range of popular digital services. Who’s Who of foreign investors, which includes digital-savvy Facebook, now accounts for nearly a third of Jio Platform equity. Vodafone’s long-term outlook in India looks even more perilous than before, after ...
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PremiumVodafonewatch roundup — June 2020
Deals and updates from across the Vodafone Group include the latest CNTT release, Vodafone Business partnership with Energy Web, and a coordinated Track and Trace effort from European telcos. Vodafone Idea flagged collaborations with Nokia, Red Hat, and Mavenir. Vodafone Greece launched ToBi; Ireland expanded its relationship with Exclusive ...
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M&ATelefónica Deutschland confirms tower switch
German operating business to transfer 10,100 sites to Telxius for €1.5bn. Transaction to reduce Telefónica’s net debt by €500m between 2020 and 2021, but won’t slow down its accelerated capex drive. Telxius portfolio has doubled since 2016.
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M&AMásMóvil equity deal may spark Spanish consolidation
The private equity acquisition of Spain’s number four operator may see a short-term spike in competition, but could ultimately lead to consolidation, easing pressure on Telefónica and Vodafone. Opportunities could emerge for Telxius to pick up MásMóvil masts in the aftermath.
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PremiumFacebook gives Jio a multi-billion pound like
Rival Jio gets fillip from hefty FDI and Facebook digital expertise. Unnamed VfI exec does not rule out similar webscale tie-up for the embattled JV. Indian JV relinquishes last urban stronghold and is set to lose second spot overall.
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PeoplewatchSwantee lands at Warburg Pincus
Former EE and Sunrise CEO Swantee picked up by Warburg Pincus, conveniently timed as Swiss cable operator UPC looks for buyer. Exec joins a slew of ex-telco CxOs with private equity advisory roles.
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PremiumFull-fibre report card shows some UK progress
Latest IDATE figures show UK as one of Europe’s fastest-growing FTTH/B markets by coverage. But only Austria and Serbia fare worse in terms of subscriber penetration.