Latest Orange Insight – Page 4
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M&A
OTE seeks a Clever deal to secure Romanian exit
Deutsche Telekom-controlled Greek group is in talks with the owner of local broadcaster Clever Media Network over a long-mooted sale of Telekom Romania Mobile.
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Public Affairs
Phones 4u trial: UK MNOs cleared of collusion; appeal possible
Tough ruling for administrators who bet tens of millions on winning vast damages with collusion claim. O2, EE, Vodafone and then-parents Telefónica, Deutsche Telekom and Orange may have dodged biggest hits, but reputational damage could linger. Read more on ruling, backstory, next…
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Public Affairs
Höttges sounds alarm over EU telco vulnerability to foreign takeovers
Sharing dais with Orange and LGI, DTAG chief rails at litany of EU failings. Inflexibility and inertia dashing innovation and investment, with Vodafone and others now targeted for ”slaughter” by PE, oligarchs. Read more…
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M&A
In depth: Vodafone concedes defeat in Spain, billions poorer, in latest bid to ‘right-size’
Cutting and running from yet another once sunny market now beset by unbearable competitive storms, will Vodafone ever find a downsize that fits?
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M&A
Vodafone said to near Spanish exit as Zegona preps finance
Reports indicate takeover deal is nearly complete, with Zegona said to have raised debt funding from bank syndicate and Vodafone itself.
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Interview
Interview: Orange Wholesale chief says hyperscalers, cloud, AI fundamentally changing subsea cable
In an exclusive interview with TelcoTitans, Michaël Trabbia, CEO of freshly-reconfigured €7.4bn Orange Wholesale, highlights how the transatlantic currently dominates strong subsea investment (Pacific, Africa also in the frame), with hyperscalers (except Apple) key drivers on major routes. And much more…
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Strategy & Change
Orange not in a hurry for Polish tower spin-off
Orange Poland CFO Jacek Kunicki says tower separation is not a priority, despite rivals’ recent moves and apparent Group-level interest in a carve-out.
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Public Affairs
Wait goes on for EC’s investment revival ‘vision’
European Commission guidelines for new Digital Networks Act expected before June 2024, but draft legislation not until 2025.
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Financial & Performance
Orange confident of MÁSMÓVIL merger clearance in 2023
Christel Heydemann hopes to complete merger deal in Q1 FY24.
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Network & Infrastructure
The Backfill: Investors join forces to improve UK public-private infra projects
Investment firms want better approaches to planning, operating, and maintaining infrastructure projects in UK. Tower operators in the country also group up to improve regulation and standards in wireless infra rollout. Elsewhere, KKR submits binding offer for TIM’s fixed assets. Read more…
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Interview
TOTEM CEO eyes pole position in MNO network strategies
Network X: TOTEM CEO Nicolas Roy discusses the TowerCo’s industrial plans and strategic site ambitions.
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Network & Infrastructure
T-Mobile is biggest spender in Poland’s long-awaited 5G spectrum auction
T-Mobile and Orange each pick up one of four 100MHz blocks on offer.
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Operations
Orange restructures global wholesale operations
Michaël Trabbia launches restructured and enlarged Orange Wholesale.
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Interview
Orange Business puts Microsoft 365 Copilot through its paces
Enterprise services unit invited to join early-access programme for GenAI tool.
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Network & Infrastructure
Spain kicks off 5G SA funding call
Spain opens bidding for UNICO-5G Redes Activas programme, providing €543.8m to accelerate 5G standalone rollout in rural areas of the country.
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Eventwatch
Telco buyers ponder challenges of a disaggregated, multi-vendor future
Speaking at Fyuz, BuyIn’s Elise Raffestin highlights growing complexity of procurement as vendors proliferate.
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M&A
Apollo joins Vodafone Spain takeover race
USA’s Apollo Global Management reportedly partners JB Capital to enter contention to acquire Vodafone Spain.
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Network & Infrastructure
Vodafone part-breaks with tradition through expanded radio kit supply contest
Open, disaggregated tech gets key role as Vodafone confirms plans for Europe- and Africa-wide, 170,000-site RAN supplier refresh.
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Network & Infrastructure
The Backfill: Stonepeak secures stake in Cellnex Nordics
Stonepeak acquires 49% stake in Cellnex’s Nordic operations. Eutelsat closes out merger with OneWeb, while CityFibre, Community Fibre, and YouFibre continue expansion efforts in UK fibre scene. Read more…
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M&A
Orange Business boosts healthcare arm with dual acquisition
Enovacom doubles size of workforce and revenue through latest acquisitions.