Mobile Consolidation: is four the new three?

Author: Michael Newlands
Published: 2015-10-05

A year can be a very long time in the world of telecoms. In September 2014 we wrote a blog headlined “Mobile Consolidation: is three the magic number?” Perhaps not magic, we thought, but there was a clear trend in most markets around the world toward three mobile operators, often tri- or quad-play operators, although there were notable exceptions. A …

South Asia the next hot spot for M&A activity

Author: Ricardo Tavares
Published: 2015-07-19

By any international comparison the countries of South Asia simply have too many mobile operators for each of them to be economically viable. In the developed countries of the Asia Pacific between 2005 and 2010 mobile markets rapidly concentrated, but South Asia has experience a sticky larger number of players. China, Japan, Korea, Australia, New Zealand and Singapore all have …

New guard at EC to tighten up on telecoms M&A approvals

Author: Michael Newlands
Published: 2015-07-15

There is tension in the European Union between those pushing for more economic and political unity and several national governments wanting increased sovereignty. The telecoms industry is part of this battle, and M&A will be at the forefront in the next few years. It will be harder to get approvals for telecoms mergers & acquisitions (M&A) in the European Union …

Telecom M&A in India: déjà vu policy stalemate

Author: Ricardo Tavares
Published: 2015-01-11

The long-overdue and much-needed consolidation of the Indian mobile telecommunications market is still on hold thanks to continuing government prevarication and inaction. I was hopeful the incoming new government would introduce promised reforms in the form of pro-telecom and pro-consumer initiatives. If they had done it last year, we would have seen a rush of M&A activity commencing in the …

India Telecom M&A: Thirteen into six might go

India Telecom M&A: Thirteen into six might go

Author: Ricardo Tavares
Published: 2014-03-19

Recent and upcoming reforms in the Indian telecommunications market, particularly the liberalisation of M&A rules, are expected to result in considerable market consolidation. In the first acquisition of one operator by another in six years, market leader Bharti Airtel is buying one of the smallest operators, Loop Telecom. Loop's three million customers and infrastructure are all in the key market …