More Insight from Orangewatch
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Venturing & InvestmentsEC grants €1.2bn to fuel cloud computing push
4iG, Deutsche Telekom, Orange, Telefónica, and TIM among IT and telecoms players collaborating on IPCEI-CIS project, seeking to produce a common, open-source architecture for European cloud deployments. First phase of industrial rollout expected to complete by 2031, with goal creating 1,000 jobs and “positive spill-over effects” in the process.
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Public AffairsDigi reportedly reaches deal for Orange–MÁSMÓVIL remedies
Bloomberg report indicates that a provisional deal has been agreed that could pave way to approval of contentious Spanish transaction.
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M&AOTE 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 AffairsPhones 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 AffairsHöttges 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&AIn 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&AVodafone 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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InterviewInterview: 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 & ChangeOrange 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 AffairsWait 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 & PerformanceOrange confident of MÁSMÓVIL merger clearance in 2023
Christel Heydemann hopes to complete merger deal in Q1 FY24.
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Network & InfrastructureThe 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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InterviewTOTEM 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 & InfrastructureT-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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OperationsOrange restructures global wholesale operations
Michaël Trabbia launches restructured and enlarged Orange Wholesale.
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InterviewOrange 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 & InfrastructureSpain 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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EventsTelco 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&AApollo 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 & InfrastructureVodafone 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.