More Insight from Orangewatch – Page 2
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M&AEuropean Commission greenlights Orange-MÁSMÓVIL merger
Transaction to create new fixed‑mobile behemoth in Spain, with market reset also seeing Vodafone España handover, fibre agglomeration…
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Weekly BriefingsTelefónicawatch Weekly: Virgin Media O2 sows seeds for major strategy shift, while Group stays planted in court
NetCo creation, bolt-on sales initiatives and TalkTalk’s consumer acquistion rumours mark busy week in UK; long-running legal issues advance elsewhere; plus blockchain, eVTOL, energy, rail, fintech, and more…
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Weekly BriefingsInfrawatch Weekly: billion-pound network investments, digital inclusivity, and French fibre M&A on the menu
VM O2 moves to forge UK NetCo/ServCo split in operations; associate nexfibre to remain separate, commits £1bn to 2024 build; Orange CEO suggests M&A still on agenda to expand domestic fibre footprint; TalkTalk in negotiations over wholesale arm sale; much more…
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M&AOrange is ‘actively looking’ at fibre M&A opportunities
Group CEO Christel Heydemann confirms halting of discussions on purchase of TDF’s fibre unit, but indicates operator remains open to bolt-on transactions for broadband infra footprint.
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Network & InfrastructureETNO in existential crisis as Europe weighs response to global business threats
ETNO’s recent State of Digital Communications report portrayed the big beasts of European telecoms as open to change, but hamstrung by regulation and pondering long-term impact of letting infrastructure go.
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Products & ServicesSpanish telco trio kicks off Open Gateway API rollout
Orange, Telefónica, and Vodafone launch first APIs in Spanish market, focused on providing anti-fraud and security.
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PremiumElsewhere in Spain: Telefónica–Prosegur JV strikes Línea Directa security deal
Telefónica–Prosegur JV strikes Línea Directa security deal.
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PremiumElsewhere in Africa: Orange pulls away from Ethio Telecom transaction
Orange pulls away from Ethio Telecom transaction.
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Network & InfrastructureTelefónica ‘preps’ sizeable tender for 5G SA core in Spain
Shaking out Huawei cobwebs, Telefónica said to be seeking supplier for user plane, with “tens of millions of euros” deal value. Further stacking the odds against still-beholden rivals…
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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.