All Liberty Global articles – Page 7
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M&AWholesale power under scrutiny as CMA reviews VM-O2
Proposed JV’s ability to tilt backhaul market in its favour and limit opportunities for MVNOs will be central to competition review. The impact of the deal on the development of providers offering fixed-mobile bundles will receive particular scrutiny. CMA wields new powers post-Brexit, but this is accompanied by greater ...
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M&ATelefónica seeks suitor with Chile exit in pipeline
Speculative report suggests Group is ready to relinquish interest in a key pillar of its Hispam unit as monetisation plans evolve. Liberty flagged as front runner, although may face regulatory challenges, and other runners and riders not ruled out.
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M&ALiberty homes in on Telefónica units in Colombia and Ecuador
Reports suggest that Liberty Latin America is stepping up its acquisition strategy, and could enable Telefónica to tick two more boxes on its regional divestment list.
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Strategy & ChangeLiberty likes idea of VodafoneZiggo listing
Vodafone partner’s CFO argues that an IPO would command “premium valuation” in comparison with incumbent KPN. Bracken casts Vodafone as “wonderful partner”, and that the JV has done a “great job” in cutting costs and increasing revenue. Talks enthusiastically about VodafoneZiggo as “national FMC champion”. ...
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Network & InfrastructureVodafone in “no rush” to deploy XGS-PON
Cornaglia says GPON fibre architecture is “probably sufficient” to meet bandwidth needs until 2025. Executive sees some promise in TWDM-PON technologies in longer term, but high costs and system instability causes for concern.
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M&AVestager: Brexit complicates O2-VM competitions ruling
European Competition Commissioner signals openness to allowing CMA to oversee the review of O2’s proposed merger with Virgin Media History, and the appeal of the EC being able to reassert its views on market consolidation, may still point to Europe asserting its prerogative however. O2 and Virgin Media see ...
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M&AFries and Álvarez-Pallete: two minds on UK JV
While Telefónica and Liberty said to be on same page on O2–Virgin Media integration, respective chiefs hinted at varying concerns and strategic priorities linked to the progress of the JV.
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Partnerships & AlliancesO2 Germany still waiting on cable delivery
VfD yet to follow through with commitments made to secure Unitymedia acquisition, while rivals maintain objections to the deal.
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M&ADT half-way out of Romania (maybe)
Agreement “in principle” reportedly struck between Orange and Romania’s government to take over Telekom Romania’s fixed-line business. Mobile arm still up for sale, as DT struggles to find full escape velocity from underperforming market.
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PeopleSchüler plays down top-job rivalry at Virgin–O2
Virgin Media’s Schüler keeps his cool on competing with Telefónica’s Mark Evans for CEO role.
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PremiumQ2 FY20 first take: Telefónica distracts as reality bites
Another social pact unveiled as COVID-19 and currency falls combine to wipe €1.5bn off reported revenue, and shred profitability. Cash generation a priority as strict — and seemingly permanent — spending and investment restrictions are put in place. Telefónica Infra ambition emerging as plans for new wholesale fibre networks ...
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ProfileProfile: John Malone, Cable Cowboy
Eccentric billionaire Malone will push Vodafone hard for expansion, probably through acquisition, but any conflict at VodafoneZiggo seems to be reasonably contained so far.
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M&AEU: Vestager nod set to prompt regional consolidation race
Vestager distracts from four-to-three merger demands by highlighting potential for creation of pan-European big beasts. But is this feasible in any imminent iteration of Europe, beyond cross-border infrastructure ventures envisaged by Orange?
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M&AFries on VM-O2 merger: don’t mention the tax breaks
Liberty Global anticipates substantial opportunities for savings by injecting Virgin Media tax losses into O2, but Fries wary that such behaviour may not chime with goal of creating new UK “national champion”.
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M&AVodafoneZiggo-Telenet merger has ‘logic’, says Liberty
Vodafone’s co-parent in Netherlands JV notes potential synergy benefits of a Belgian-Dutch cableco combination, but indicates deal would be more complex than it first appears.
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PremiumBT to face bona fide converged challenge from VM–O2
Liberty Global and Telefónica Group creating a UK “connectivity champion” that will leapfrog Sky to become a close second competitor to BT Group. BT confident in its lead in the convergence race, and upbeat on consolidation opportunities, but Spanish fibre know-how and comparable digital portfolio could present new threat. ...
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PeopleSwantee 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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M&AO2 and VM: cash in the attic and a new shop front
While building a strong UK competitor is the headline motivation behind the plan to merge O2 UK and Virgin Media, for Telefónica the deal is a shining opportunity to get its Group finances in order. Structure of the JV suggests a key opening for Telefónica to bring its strong ...
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Network & InfrastructureVirgin Media pressuring BT on mobile backhaul
Key BT wholesale rival is on the front foot as mobile operators shop around for 5G backhaul.