Telecom Operators continue to pour ever more CAPEX into new infrastructure as the exponential growth in demand for data looks set to...

The explosive growth in data continues unabated and has seen telecoms operators rushing to pour capex into the latest generation of...

Nicht erst seit der Economist in seiner Ausgabe vom 19. Juni 2021 berichtet, dass „Broadbandits“ Unternehmen und öffentliche...

In our last article we explored the challenges for Private Equity in the resurgent M&A market. It’s a seller’s market, and in what seems...

Rumours of a multi-billion take-over in the European semi-conductor industry, demonstrate the market is hotter than ever.  

With...

Despite being largely immune to - if not beneficiaries - of COVID, telecoms stocks continue to be out of favour with investors.  It...

It is interesting to see Telcos scale back or even exit their forays into digital media and content creation / aggregation. 

Earlier this year the business pages reported on boardroom tensions at BT. While much of this content focused on the personalities...

In my previous post I talked about the cost of complexity and the challenges it creates within a Telco portfolio. In this article, I want...

As the Telco product portfolio becomes more complex, it has a knock-on effect across the business. This especially impacts the quality...

There is no value in denial. The decarbonization taking place across all industries will result in massive asset write-offs and...

On 15 December, the European Commission unveiled its draft Digital Markets Act (DMA). It is a bold and assertive proposal which, if...

The CMA’s Digital Markets Taskforce (DMT) today delivered its advice to the UK government, setting out its proposals to promote...

As boards and shareholder move their attention towards a post-Covid restart, M&A can play a vital role in a recovery or to make up...

It is no surprise that as we emerge from the crisis, telecoms mergers are firmly back on the agenda, especially including highly...

While there is speculation of telecom operators as winners from the coronavirus lockdowns - with predictions of strong revenue increases...