Tower Infrastructure News
All the latest tower infrastructure insight, news and analysis involving BT, Deutsche Telekom, Telefónica and Vodafone.
Operations
Vantage drafts MOWEA for mast turbines
TowerCo indicates cleantech R&D tie‑up is ready for wider deployment. Deal initially focuses on a small subset of sites in main market Germany, but wider national and international rollout mooted if system checks out.
M&A
American Tower “excited” by tower M&A in Europe
CFO flags possibility of “compelling things” happening in Europe’s tower scene. Cautions, however, that American Tower in no rush for dealmaking. Deutsche Telekom, Cellnex, Orange, and Vodafone also in the mix for tower M&A.
Financial & Performance
Q2 FY21–22: Vodafone's Read hypes prospects as M&A talk hots up
Leadership especially bullish on “momentum” and “sustainable growth” after solid Q2 data. Wave of M&A possibilities surround Vodafone only a few months after Group declared portfolio reshaping complete. Report sees Group maintain growth, but with mix of performances across businesses and a glitch on cost-saving progress. Guidance floors raised ...
Network & Infrastructure
DT’s Jacobfeuerborn gives ‘flying towers’ up to ten years to take off
DT‑backed SPL is seeking Series B funding. Second edition of GSMA white paper on HAPS due to be published in early 2022. Jacobfeuerborn sees HAPS as the ‘missing link’ between terrestrial and satellite networks.
Partnerships & Alliances
Telefónica applies blockchain to tower management
In‑house blockchain platform TrustOS leveraged for partnership with Atrebo. TREE asset management platform enables real‑time tower data gathering to support network deployment.
Financial & Performance
DT Q3 FY21 spend: Höttges on search for ‘nerds’ to push efficiencies
Q3 data and commentary show Group remains focused on a twin‑track strategy of driving savings to fuel investment in select areas of business where it sees opportunities. German and US priorities continuing to drive capital outlay. DT exploring every avenue in bid to staff and support digital transformation, and ...
Partnerships & Alliances
T-Mobile testing cell tower battery alternatives
TMUS conducting beta tests for ultra‑capacitor replacement at cell towers, with potential to replace lead acid batteries.
M&A
Vodafone New Zealand said to initiate tower spinout
Former Vodafone OpCo’s parents reported to have hired advisors to guide them through separation and monetisation. Move comes with regional tower market heating up. Both Spark and Vodafone NZ moot interest in infra-sharing.
Financial & Performance
Vodafone: DT and Orange are ‘credible’ tower merger partners
Read confirms either of Vodafone’s big European rivals could end up being an ally as noise continues to increase around an “industrial merger” for Group’s Vantage Towers business.
Network & Infrastructure
Vantage states ‘clear interest’ in Cornerstone buyout
Vodafone’s European TowerCo eyes opportunities in Netherlands and UK as partners Liberty and Telefónica look to cash in on wireless infrastructure assets. Strategic tie‑up between Vantage and another MNO TowerCo also remains a possibility.
Network & Infrastructure
Höttges seeks to bring balance to future tower tie‑up
Deutsche Telekom CEO seeks to lure tower partner with promise of hands‑off approach to managing the business, allowing it to flourish “independently”. Picky operator unenthusiastic about approaches taken by rivals to tower extraction, including Vodafone’s Vantage Towers IPO earlier in the year.