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Telco Buzz

Fair Share Debate: BIPT Questions Big Tech’s Telecom Contributions

By Kamile Bigenyte November 17, 2023

In the ongoing debate over Big Tech’s ‘fair share’ contribution to telecom infrastructures, new findings from the Belgian Institute for Postal Services and Telecommunications call into question the validity of the argument. BIPT concludes attributing Big Tech solely for data streams might be over simplistic, citing investments made by Content Application Providers in broader infrastructures. The study raises important concerns about the potential negative impact for end-users, small local CAPs, and the principle of net neutrality.

News Roundup

A quick roundup of the news in Telecoms | Week #46

By Aiste Kryzanovske November 17, 2023

Italian telecom provider Wind Tre faces hurdles in selling infrastructure due to complex 5G network sharing negotiations with rivals Iliad and Fastweb. CK Hutchison delays the deal closure by three months to February 12, citing challenges with Iliad and Fastweb. Meanwhile, Indosat Ooredoo Hutchison’s $6 billion merger in Indonesia with Huawei’s support achieves significant growth. France’s Orange introduces satellite broadband, while Norway’s Telenor sells its satellite operations. FCC’s new broadband rules target discrimination, raising concerns of unintended consequences. Mavenir and Nokia achieve remarkable Open RAN interoperability, overcoming past criticisms and showcasing commitment to multi-supplier systems.

Market Watch

Assessing Gartner’s Forecast: The Impact of GenAI on Cloud Spending

By Kamile Bigenyte November 16, 2023

Gartner forecasts a huge 20.4% increase in public cloud services expenditure by 2024, hitting an astounding $679 billion. This surge in spending could be primarily driven by business needs and innovative technologies like generative AI. Interestingly, all cloud market segments Gartner monitors are set to grow, with Infrastructure-as-a-service (IaaS) leading the pack at 26.6%. That said, as the cloud market evolves in response to business outcomes, non-technical issues such as cost, privacy, and sustainability are crucial considerations for an effective GenAI deployment.

M&A

Liberty Latin America: Unpacking the Tower Sale to Phoenix International

By Kamile Bigenyte November 16, 2023

Unveiling an intriguing alliance, Liberty Latin America plans to sell 1,300 mobile tower sites to Phoenix Tower International for $407 million, paving a strategic path toward debt reduction and further enterprise investment. This comprehensive deal, incorporating markets from Panama to Puerto Rico, uniquely positions PTI in the telecom landscape and underscores Liberty Latin America’s focus on mergers and acquisitions to amplify its regional impact.

Telco Buzz

TPG Telecom-Vocus Deal Stalemate: Navigating the Failed Negotiations

By Kamile Bigenyte November 15, 2023

After a challenging negotiation period, TPG Telecom’s endeavour to sell a range of assets to Vocus has reached an impasse. The stumbling block largely revolves around the valuation of the diverse telecom assets. TPG, however, intimates interest in reviving talks at a smaller scale, bearing interest from strategic investors in mind.

M&A

Telstra’s Dense Air Acquisition: Benefits and Unspoken Implications

By Kamile Bigenyte November 15, 2023

In a strategic move to bolster its mobile network, Australia’s premier telecom firm, Telstra, acquires local operations of small cell provider Dense Air. Both financial details and timelines of the transaction remain veiled. This comes after the Australia Competition Tribunal blocked Telstra’s partnership with TPG, favoring competition and avoiding regional coverage setback. While rivals speculate, Dense Air’s retreat from Trans-Tasman markets coincides with Sidewalk Infrastructure Partners’ takeover. This deal provides Telstra’s network expansion plans with crucial additional spectrum capacity.

Market Watch

Unraveling the Subsea Fibre Market: Opportunities Amid Challenges

By Kamile Bigenyte November 14, 2023

The allure of AI technology and its insatiable demand for data is sparking a new interest in fibre backbones. However, this digital evolution is revealing a myriad of challenges for newcomers, with the fibre industry grappling with economic pressures from inflation, supply chain disruptions and rising interest rates. While the European Union’s telecom mergers & acquisitions policy may offer consolidation opportunities, those venturing into this dynamic sector must be prepared for a landscape fraught with potent risk and complexity.

Infrastructure

New Padua-Vienna Network Route; Boosts Northern Italy’s Connectivity

By Aiste Kryzanovske November 14, 2023

RETN, a leading international network services provider, is pleased to announce the launch of its latest network connectivity route from Padua to Vienna. Leveraging the VSIX Padua Point of Presence (PoP), this newly established route is designed to strengthen internet utilisation in the Veneto region by fostering collaboration among local, national, and international Internet Service Providers.

Infrastructure

Unleashing the Hidden Potential of UK’s Fibre Cabinets

By Kamile Bigenyte November 14, 2023

As the UK aims for nationwide gigabit broadband by 2030, the often unnoticed, green telecom boxes are seen in a fresh light. No longer just unassuming eyesores, these versatile enclosures are revealing opportunities for additional revenue, environmental monitoring, security surveillance and more. But sponsorships for these expanded roles remain undetermined.

VoIP Fundamentals

Top 10 best SIP trunking providers

By Aiste Kryzanovske November 13, 2023

With a myriad of options available, choosing the right SIP trunking provider can be daunting. That’s why we’ve compiled a comprehensive list of the top 10 best SIP trunking providers. This article provides an overview of key features, reliability, scalability, customer support, and pricing models. It gives you the necessary information to make an informed decision to transform your business communication infrastructure with this information.