skip to main |
skip to sidebar
Corporate
- KPN
- Orange
- Acquires 54% stake in Telekom Romania Communications (TKR) from OTE (state retains 46%), EUR 268m (EV EUR 497m; #2 in fixed (5m customers, 3m fiber customers, 1.2m TV subs, 960k BB subs) & FMC (881k subs vai MVNO on Telekom Romania Mobile, to migrate to Orange RO); to close 21H2
- Launches Djoliba: West African fibre backbone (10k km terrestrial & 10k km undersea), connecting capitals of Burkina Faso, Cote d'Ivoire, Ghana, Guinea, Liberia, Mali, Nigeria, Senegal
- Conseil d'Etat sides with Orange in tax dispute, to recover EUR 2.2b paid in July 2013
- Telefonica: Rumor: considers sale of undersea cable network (run by Telxius = Telefonica Tech). EUR 2b (10x EBITDA)
- TIM: plans datacenter spin-off 21Q1
- Vodafone: Bloomberg: to raise EUR 4b from Vantage Towers (68k in 9 markets) IPO early 2021, valuation EUR 20b (EV)
- Virgin Media UK (Liberty Global: Sunrise deal closes 201111, holds >98%, plans squeeze-out
- Platforma Canal+ Polski (Vivendi): Cancels IPO plan over market volatility
- 3 Group Europe (CK Hutchison)
- Sale & lease-back (15 yr + option on 15 more) 24600k towers in IT (8900), UK (6000), IE (1150), AT (400), DK (500), SE (2650) to Cellnex, EUR 10b o/w 8.6b cash + 1.4b in shares (for a 5% stake); to add 5250 towers, EUR 1.4b; total rev & EBITDA (incl new sites) increase EUR 1.2b resp. 970m; to close by country over 18 mo
- Fitch on Cellnex deal: "additional financial flexibility ahead of the group's 5G investment increase, and alleviate near-term pressure on free cash flow and leverage caused by the pandemic" - "The deal underscores the shift towards passive network sharing as telecom operators seek to monetise non-core assets and extract operational synergies."
- Eurofiber: Acquires network assets from Levelfour (15 business parks)
- Proximus: Citymesh to be MVNO on Proximus for business market, Private networks
- Telstra: Plans split in 3 legal entities: InfraCo Fixed (passive physical infra: ducts, fibre, data centres, subsea cables, exchanges); InfraCo Towers (may be sold); ServeCo.(incl active elements: RAN, spectrum, fiber)
- Spotify: Acquires Megaphone: podcast tech (advertising, publishing), $235m cash
- Vimeo (IAC): Raises $150m equity; IAC considers spin-off
- Alchimie: Plans IPO in Paris; has 300k subs for 55 SVOD theme channels (aggregated from 300 rights owners incl BBC, Arte, France Télévision, ZDF Entreprises etc)
- Believe: Rumor: plans IPO 2021, valuation EUR 2b
- Snap: Acquires Voca.ai, rumored price $70m (AI-based voice agents for call centers)
Hardware
Services
- Business telecom: Telekom DE launches MagentaBusiness HomeOffice: hardware (Apple MacBook or Dell Latitude; Apple also payable in monthly installments), connectivity, software (collaboration tools), security package, consulting, support
- T-commerce: NBCU partners with PayPal to offer t-commerce
- Video
- Netflix
- Distr deal with DNA (= Telenor) in Finland: bundle of BB & Netflix family tier (4 screens), one bill
- With Google: bundle with Chromecast, $90 (ie 50% discount on Standard tier for 6 mo)
- ViacomCBS
- Reaches 17.9m subs at 200930 (CBS All Access & Showtime); target 19m YE 2020; to sunset smaller streaming services (MTV Hits, NickHits, Comedy Central Now, Noggin)
- Pluto TV Reaches 28.4m subs at 200930
- Web services
- Google: Google Photos ends unlimited photo storage 210601, total free storage on Google Drive (photos, documents) 15 GB; currently 4t photoso stored in Google Photos, 28b photos/videos added per week
- Amazon
- Amazon Alexa launches Care Hub (help people to care for aging family members)
- Launches GameOn app for mobile: capture & share mobile gameplay, clips between 30 sec and 5 min, supports 1k games
- Facebook: Facebook Messenger and Instagram launch Vanish Mode: allows auto-delete for chats
Networks
Regulatory
- Telecoms: Min EZK (NL) opens consultation on Regeling veiligheid en integriteit telecommunicatie, until 201216
- Spectrum: CTU (CZ) starts multiband auction (700 MHz & 3.4-3.6 GHz), starting prices CZK 5.4b; 700 portion reserved for newcomer
- Streaming video
- Search: Google: 135 companies & 30 associatoions call on EC antitrust Chief Margarethe Vestager: Google Search favors Google Shopping, Google Travel, Google Jobs in OneBoxes (EC Digital markets Act draft planned 201202: level playing field for platforms)
- E-commerce: Amazon: EC prelim view: breaches EU antitrust rules by distorting competition in online retail markets (systematically relying on non-public business data of independent sellers who sell on its marketplace, to the benefit of Amazon's own retail business) in DE & FR, sends Statement of Objections; opens second antitrust investigation of Buy Box (favors Amazon and sellers using FBA)
- Privacy: Inrupt (= Tim Berners Lee) launches Solid: privacy platform for enterprises; starts pilot with Flanders: to roll out Solid to 6.5m people
Posts
No comments:
Post a Comment