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Due diligence

Telecom Mergers and Acquisitions

  1. Vendor Bytes: Infinera, Alcatel-Lucent, Juniper, EMC

    Two international deployments, and two persistent M&A rumors for this Friday morning:... [visit site to read more]
  2. Superloop Adds Some Inorganic Expansion to the Mix

    Superloop Adds Some Inorganic Expansion to the MixWe have some network M&A from down under to look at this morning.  Superloop, which is in the midst of a fiber buildout in both Australia and Singapore, has found an M&A target to accelerate its expansion.  They have entered into a binding agreement to acquire Brisbane-based APEXN Pty Ltd.... [visit site to read […]
  3. Metro Bytes: USA Fiber, 8×8, Birch, CityFibre, NTT

    Time for a quick metro catchup: Northern Virginia has a new dark fiber operator.  Last week, USA FIBER revealed some new fiber infrastructure in the data center boomtowns in and around Ashburn.  The initial buildout is of a 7 mile, 864-count, underground core data center ring passing some 35 data centers.  That's only a starting […]
  4. The Next Euro Fiber Consolidation? Maybe Viatel

    The Next Euro Fiber Consolidation? Maybe ViatelWhile Vodafone and Liberty Global may not be getting any swaps in this year, it does look like there may yet be a bit more consolidation among fiber network operators in Europe before the year is out. Rumors have reached me from several directions now that the Digiweb Group may be ready to part with […]
  5. Vodafone, Liberty Global Call Off the Swaps

    Earlier this year, Vodafone and Liberty Global admitted entering into talks.  They weren't really talking about a merger, but more about some form of asset swaps between their respective cable empires.  This morning the two giants ended the talks without swapping anything. ... [visit site to read more]
  6. Liquid Spurns Suitors, Plans Public Listing

    Liquid Spurns Suitors, Plans Public ListingEurope may soon have another publicly traded fiber operator to invest in, although the fiber itself isn't actually European. Econet Group founder Strive Masiyiwa says the company is looking at a listing for Liquid Telecom, the pan-African network operator it controls.... [visit site to read more]
  7. Sprint CEO: Acquisition By Cable = Formidable

    It looks as if the next multi-year M&A dance could be on the border between cable and mobile.  When asked about consolidation and Altice's recent appetite, Sprint CEO Marcelo Claure suggested that, while nothing is currently under discussion, combining Sprint with a cable operator would make the company a "stronger and more formidable competitor".  This […]
  8. Comcast to Buy Level 3? Someday Perhaps, But Not Soon

    Yesterday's news that Comcast Business will take on the large enterprise market with a new division prompted an interesting report to be issued by Cowen's Colby Synesael.  He suggested that this move is another step down the path to a future where Comcast would buy a national network operator like Level 3 Communications.  ... […]
  9. Altice Snaps Up Cablevision

    Altice has struck again in the US, and this time they hit a bigger target. The European telecommunications group has agreed to buy Cablevision in a $17.7B deal. The deal will pay out $34.90 per share, a 22% premium above the current stock price.... [visit site to read more]