All the latest insight, news and analysis on telecoms and infra deals and M&A activity.
Analyst Briefing: Past week’s developments include more M&A machinations around DT’s infra partner ecosystem, as reports suggest SoftBank and DigitalBridge could come together on a deal that would bring the Japanese conglomerate into DT’s home-market tower space. Telekom Deutschland, meanwhile, makes a rare foray into fibre M&A with a ‘buy over build’ deal in Essen.
Scott Wisniewski says spectrum licences will define the next decade of direct-to-device satcomms, but AST SpaceMobile will stick by its beginnings as an MNO partner…
Analyst Briefing: strategic pivots in Europe and Africa as Vodacom picks up a controlling stake in Safaricom; Economy of Things JV Pairpoint makes steps to ‘new phase’ amid losses; and a Greek exec team overhaul completes the local OpCo’s ‘renewal’…
Q2 FY25–26: CEO heralds a reshaping, fully-focused BT Business now beginning its turnaround, nearly a decade after the Group last posted enterprise revenue growth. With International carved out, and several assets offloaded, greater scrutiny should be expected of what is left…
South African group bets on mobile money and Ethiopian growth engines as it secures majority stake in Kenya incumbent — as Nairobi government finally cedes economic control to Vodafone cabal…
Deutsche Telekom’s Greek business set to take over Terna Fiber, a venture that alongside OTE, took responsibility for supporting the government’s rural fibre build programme, but has been quiet on progress …
Telco has reportedly kicked off another sale process for its distribution and logistics unit, with OnTime and Everwood Capital suggested to be frontrunners for the buy…