All Mergers and Acquisitions (M&A) articles
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M&AVM O2 TalkTalk interest challenges BT ‘only viable buyer’ narrative
Mike Fries, CEO at VM O2 co-parent Liberty Global, reveals previously undisclosed interest in TalkTalk, raising fresh questions over BT’s ‘buyer of last resort’ positioning.
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M&ATelefónica’s Brazilian growth engine considers opportunistic fibre takeover
Vivo has confirmed early-stage talks over Vero, potentially giving Brazil’s fibre leader another route to expand as its indebted target shifts from footprint growth to cash generation, and its private-equity backers consider their options.
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Analyst BriefingUK Infrawatch: nexfibre ups CMA pressure, UK infra ambitions reined
Analyst Briefing: Latest from the digital infra scene in the UK, including a CMA spanner in nexfibre‑Netomnia works, BT buying TalkTalk for good of nation’s health, CityFibre quietly keeps building, and plenty more…
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Finance & StrategyNandy plugs ‘gaping hole’ in UK rules, as InfraVia applies pressure on Netomnia deal
The UK government looks to plug a regulatory gap exposed by TalkTalk’s collapse, expanding its ability to intervene when telecoms deals threaten critical infrastructure or service continuity. At the same time, InfraVia is turning up political pressure over the separate nexfibre-Netomnia battle.
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Finance & StrategyOrange CEO still confident on SFR timeline despite workforce discontent
SFR unions are challenging the takeover process and warning over thousands of potential job losses, but Orange is sticking to its plan. Q3’s record customer additions and stronger guidance give Christel Heydemann reasons for optimism elsewhere.
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Analyst BriefingTelefónicawatch: Operators link up on European defence
Analyst Briefing: Spanish incumbent forms tie-ups with European peers DT, Orange, Vodafone, and NOS as it seeks to cement its industrial credentials and gain a leading role in sovereign regional satcomms and defencetech. Also in focus are MVNO partnerships, AI and APIs, and fibre M&A.
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Analyst BriefingDeutsche Telekomwatch: space invasion and AI vision
Analyst Briefing: Amid morphing competitive threats, German giant shores up its foundations in satcomms, fibre, and AI, with new infrastructure partnerships, and lays out a refreshed set of goals for efficiency and go-to-market through automation and tech.
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Analyst ReportBT swoops on TalkTalk in landmark rescue deal - Oct26
BTwatch Analyst Report #378: BT’s move to acquire TalkTalk has raised fresh questions over competition, regulatory scrutiny, and the Group’s wider strategy. October’s report goes beyond the headlines to assess the proposed rescue deal, an executive shake-up, the revival of BT’s consumer TV offering, and mounting tensions over Openreach wholesale pricing…
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Analyst ReportTelefónica restructures leadership as Venezuela exit nears - Oct26
Telefónicawatch Analyst Report #207: A sweeping leadership reshuffle in Spain signals further change at Telefónica, as the Group continues to reshape its operations and portfolio. October’s report goes beyond the headlines to assess progress towards a Venezuela exit, regulatory setbacks for nexfibre, Tesco Mobile’s six-million-user milestone, and the wider implications for Telefónica’s strategic direction…
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M&AOnivia faces further ownership changes as it resets Orange ties — reports
Spanish fibre wholesaler may be heading for a shareholder reshuffle as founding investor Macquarie readies for exit, as Onivia reworks its Orange relationship.
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M&Anexfibre refuses to blink as CMA deadline for remedies passes
In-depth: UK fibreco’s owners have refused to offer remedies for the proposed Substantial takeover, challenging the antitrust authority’s view of how competition would develop without the deal and putting pressure on the regulator to reconsider its Ofcom-informed assumptions.
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M&AVodacom afforded ‘fast-track’ appeal as courts threaten to unravel Safaricom deal
South African operator secures stay of execution and accelerated appeals process, but the threat remains that Vodacom may be forced to unwind its $2bn move to take majority control of Safaricom…
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M&ATelefónica, KKR said to initiate sale of Chilean fibre venture
Group reportedly seeking a valuation of up to $2bn for ON*NET Fibra Chile, as JPMorgan and Scotiabank are brought in to coordinate a sale. Move would continue wider restructuring of infra assets at Telefónica, as well as its ongoing exit from Hispam…
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Finance & StrategyCityFibre looks to future as consumer uptake lags
The UK’s largest fibre altnet has reported another period of strong revenue and EBITDA growth, but questions emerge over whether its momentum can be sustained in a fast-changing UK fibre market — and what would change if a counterfactual CityFibre–Substantial Group combination were to follow.
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Analyst BriefingOrangewatch: Is Orange in M&A talks in Africa?
Analyst Briefing: reports of a potential Ghana expansion, full integration of the Spanish operation, and the wait for French consolidation goes on. Plus more from Orange Business, and across the Europe and Africa footprint…
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Public AffairsTelco CEOs press Brussels for certainty as EU works through regulatory changes
Executive Briefing: The debate over Europe’s telecom future intensified in Brussels as executives from United Group, TIM, and MEO challenged policymakers on spectrum rights, merger approvals, cybersecurity mandates, and the continent’s pace of innovation.
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M&ADT gains another fibre M&A leg-up with Essen infra buy
Group to take over struggling fibrecos metrofibre and ruhrfibre, marking its second inorganic expansion in Essen over the past year. Move gives DT a fibre footprint boost amidst fierce competition from altnets, and as it waits for 2027 to free up more funding for rollout from AI efficiencies.
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M&ATalkTalk: BT takes the spoils, private equity takes a bath
In-Depth Analysis: The collapse and swift sale of TalkTalk has thrust BT into an unprecedented role as self-appointed industry saviour, ‘safeguarding’ millions of customers while attracting scrutiny from regulators, rivals, and policymakers — and highlighting the shortcomings of TalkTalk’s brief private equity ownership.
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M&ACMA flags substantial competition concerns as nexfibre/Netomnia dealt major blow
In-depth: The UK’s Competition & Markets Authority has delivered a significant setback to nexfibre’s proposed acquisition of Netomnia owner Substantial Group, arguing the deal would materially weaken competition in wholesale broadband markets.
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M&ABT: ‘national champion’ initiates saviour-mode for TalkTalk rescue
‘National champion’ is reportedly preparing to swoop on forlorn TalkTalk as vultures circle overhead, exploring whether its age-old national-interest argument retains traction to mop up millions of stranded subscribers, many already with Openreach, should growing fears materialise that the top-five ISP is running out of financial runway.