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Intriguingly, SpaceX’s Starlink offers an innovative Direct to Cell feature allowing existing LTE phones to function even in remote locations – a potential boon for those often out of terrestrial coverage. With a rollout plan targeting texts by 2024, and full voice, data, and IoT compatibility by 2025, Starlink seems poised for a breakthrough. While the proposition seems formidable, concerns around possible limitations of Starlink’s proprietary technology remind us advantages of relying on industry best practices. Without disclosed pricing details, we can only anticipate how this venture will fare against other satellite connectivity contenders.

Broadband

BT’s Drone SIM: Revolutionizing BVLoS Drone Operations in the UK

By Aiste Kryzanovske October 13, 2023

BT, a dominant force in the UK’s telecommunications landscape, is setting the stage for a drone revolution with the unveiling of the country’s first-ever Drone SIM. Designed to act as the linchpin for beyond visual line of sight (BVLoS) drone operations, this groundbreaking technology combines EE network connectivity with resistance to hazardous conditions, opening up innovative possibilities across several sectors. From enabling swift healthcare supplies delivery and comprehensive infrastructure monitoring to enhancing goods transportation, BT’s Drone SIM offers promising applications. The unlimited data plans and high-priority connectivity contribute to a safer drone usage while facilitating ultra-high definition video streaming from towering heights.

Telco Buzz

TPG Telecom vs Vocus: Unraveling the Fibre Acquisition Drama

By Aiste Kryzanovske October 5, 2023

As Vocus’ exclusive negotiation period with TPG Telecom for the proposed fiber business acquisition concludes, talks remain in motion. Delays in due diligence hint at finance-related stumbling blocks, though TPG stays open to other potential bargains, igniting a scenario of anticipation and suspense within the telecom domain.

Telco Buzz

Singtel’s Strategic Reset: Trustwave Sold for $205 Million

By Aiste Kryzanovske October 3, 2023

In a strategic overhaul, Singtel has sold its cybersecurity subsidiary, Trustwave, to MC2 Titanium in a $205 million transaction. The sale, which was on the lower end of predicted ranges, marks a significant loss on Singtel’s initial investment. This action is part of Singtel’s wider initiative to optimize resources and improve shareholder value by centring its focus on 5G and other digital services. This story brings a further glimpse into Singtel’s resculpting journey, with the effectiveness of this asset divestiture strategy awaiting a verdict in upcoming fiscal reports.

M&A

Cellnex-Stonepeak Deal: A New Chapter in Nordic Telecommunications

By Aiste Kryzanovske October 2, 2023

The telecommunications realm of Sweden and Denmark is on the brink of a substantial transformation, with Stonepeak’s impending acquisition of a 49% stake in Cellnex Nordics. Despite alterations in ownership, operational management remains with Cellnex. However, the agreement awaits regulatory approval, with full expectancy of completion by Q1 2024. The funding injection is anticipated to bolster Cellnex’s debt reduction strategy, aiming for a coveted S&P investment grade credit rating. Both parties share a positive outlook, viewing this step as critical in Cellnex’s broader shift towards consolidation.

Telco Buzz

Iliad Group Spurs Growth Across European Telecom Markets

By Aiste Kryzanovske September 1, 2023

The France-based Iliad Group has carved a unique path in the European telecommunications landscape, touting its “Iliad way” as the driving force behind its outperformance in the three key markets of France, Italy, and Poland. Iliad reported impressive group organic revenue growth, with France contributing 7.7%, Italy 12.2%, and Poland 5.6% for the first half of 2023.

M&A

Navigating Vocus’ High-Stakes Bid for Key TPG Telecom Assets

By Aiste Kryzanovske August 25, 2023

Vocus, a well-known fibre operator in Australia, is in high-stakes discussions for a $4.2 billion bid on crucial assets of TPG Telecom, including Vision Network, its wholesale infrastructure arm. Although the deal is far from done, Vocus’ ambitious plans to strengthen its market presence make it a possible game-changer in Australia’s rapidly evolving telecommunications landscape. The telecom industry keenly observes how this potential acquisition will shape the competitive arena.

Telco Buzz

Navigating UScellular’s Strategic Directions and Potential Outcomes

By Aiste Kryzanovske August 9, 2023

TDS, UScellular’s parent company, is reportedly reviewing strategic paths for the mobile operator, with market whispers around a possible sale or welcoming new investors, guided by Citi advisor. Currently the fifth-largest mobile service provider in the U.S., UScellular’s assets, including investment in 5G and numerous mobile towers, make it an attractive prospect for big-name telecoms like T-Mobile, Verizon, and AT&T. However, its segmented presence may pose challenges.

Telco Buzz

Unveiling Symphony’s Future after Amin’s Sudden Departure

By Aiste Kryzanovske August 9, 2023

As Rakuten Symphony’s CEO, Tareq Amin, unexpectedly departs, it heightens the mystery around the company’s subdued performance this year. Despite a promising start and securing a deal with Germany’s greenfield mobile operator 1&1, Symphony’s momentum appears to have plateaued. Yet a recent MoU with Veon to explore Open RAN solutions offers a beacon of hope. Amidst tricky market conditions and scarce major RAN deals, all eyes are now on acting president Sharad Sriwastawa to breathe new life into Symphony.

5G

1&1 Leverages Vodafone’s 5G: A Win-Win or a Risky Bet?

By Aiste Kryzanovske August 4, 2023

In a strategic move, 1&1 penetrates the German 5G market through a new agreement with Vodafone, leaving Telefonica potentially at a loss. Details of the agreement, such as leveraging on Vodafone’s robust 5G, 2G, and 4G networks, and potential future technologies, raise various possibilities for 1&1’s continued growth.