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Understanding The Carrier-Neutral Market (And Why Revenues Will Pass $40B This Year)

Posted by Matt Walker  on December 11, 2017

MTN Consulting has just published a “Market Review” of the carrier-neutral network operator (CNNO) sector. The report assesses the key role that these tower, data center, and bandwidth specialists are playing in the downsizing of the telecom sector. While ma... READ MORE

Tag(s): Capex, Data centers, Telcos, Fiber optics, Infrastructure sharing, Cell towers

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Indian Operators Divesting Tower Assets To Raise Cash

Posted by Matt Walker  on November 2, 2017

Faced with tough competition and high debt, Indian telecom operators are spinning off their tower assets to investors or independent tower companies to improve their financial situation. The 2016 sale of Tata Teleservices’ tower business (Viom) to ATC, an... READ MORE

Tag(s): Capex, Regulations & policy, M&A, Mobile broadband, Telcos, Infrastructure sharing, Cell towers, India

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Early Telco Reporters Verizon & Rogers Provide Mixed Signals For Vendors

Posted by Matt Walker  on October 19, 2017

The first sizable telcos reported 3Q17 earnings this morning: Verizon and Rogers. Both can point to reassuring bottom line results. For the 9 months ended September, operating & net margins improved year-over-year, as did earnings per share. Rogers’ EPS throug... READ MORE

Tag(s): Capex, Earnings, M&A, Telcos, Content/video, Infrastructure sharing, Cable TV

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Communications Sector M&A Dominated By Infrastructure In 3Q17

Posted by Matt Walker  on October 18, 2017

October’s seen a few mergers already, including Airtel-TTSL, a tower sale by Zain and the long-rumored Sprint-T-Mobile transaction (confirmed yesterday). Some interesting deals came out of 3Q17 too, especially in infrastructure markets.63 M&A transactions announced, includi... READ MORE

Tag(s): Data centers, M&A, Telcos, Fiber optics, Infrastructure sharing, Cell towers

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India’s RCom Under Pressure After Its Failed Merger With Aircel

Posted by Matt Walker  on October 12, 2017

Reliance Communications’ (RCom) long-planned merger with Aircel, part of Maxis, fell apart last week in the face of legal and regulatory hurdles. This news comes as multiple operators in India are struggling with debt and declining margins. Both RCom and Aircel f... READ MORE

Tag(s): Capex, Earnings, M&A, Mobile broadband, Telcos, Infrastructure sharing, Cell towers, India

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Rising Costs Plague India’s Tata Teleservices As Competition Intensifies

Posted by Matt Walker  on September 27, 2017

Tata Group is looking for a clean break Tata Teleservices (TTSL) has family ties to one of India’s biggest industry groups, but that hasn’t helped it escape the “Jio effect” in recent years.  With just 8.7 million subscribers and ... READ MORE

Tag(s): Regulations & policy, Mobile broadband, Telcos, Fiber optics, Infrastructure sharing

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