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M&A

MásMóvil equity deal may spark Spanish consolidation

The private equity acquisition of Spain’s number four operator may see a short-term spike in competition, but could ultimately lead to consolidation, easing pressure on Telefónica and Vodafone.  Opportunities could emerge for Telxius to pick up MásMóvil masts in the aftermath.

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Network & Infrastructure

Televisa pits Izzi against Telcel dominance

Cut‑price offering from quad‑play service provider is the latest attempt to dethrone Carlos Slim in Mexico. Televisa making use of Mexico’s wholesale‑only LTE infrastructure at a time when mobile competitors are re‑examining business models to drive efficiency.

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Network & Infrastructure

O2 Germany picks Ericsson for 5G core

Operator chooses to rely on European partner for ‘security-relevant’ 5G core. Huawei and Nokia expected to have equal share of RAN. Government appears close to finalising security guidelines for 5G.

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Innovation (R&D)

O2 joins call for UK to step up self-driving tests

O2 UK, Cisco, and partners recommended a UK cyber test facility for connected and autonomous vehicles, complete with allocated spectrum and a core and fibre backbone.

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M&A

EU court ruling could revive network consolidation

Commission found to have been wrong to block O2 and Three merger, based on commitment to upholding four-player mobile markets in larger countries. While not yet final, the court’s decision may fire the starting pistol for a renewed wave of consolidation among telcos struggling to manage competition.