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 …

UK market consolidation is ripe: setting a trend for the world?

Author: Ricardo Tavares
Published: 2014-12-16

Two UK telcos with quite different business models are in talks to buy out two other major operators in the United Kingdom. If these talks come to fruition the face of the UK telecoms market—a trend setter for the world—will be drastically changed. Fixed-line incumbent British Telecom (BT) first talked to Telefonica about buying back mobile operator O2, which it …

VoLTE versus VoIP

Author: Ricardo Tavares
Published: 2014-10-27

Over the coming years mobile operators around the world are going to see a major shift in their business models thanks to the introduction of voice over LTE (VoLTE). To some extent VoLTE has crept in under the radar, despite the influential GSMA having launched a VoLTE initiative to promote “the industry-agreed progression of voice services” and ensure international uniformity …

Mobile consolidation: is three the magic number?

Author: Ricardo Tavares
Published: 2014-09-12

Consolidation has been the focus of the mobile industry for some time, but there are changes in what drives it. The new, accelerating trend is the creation of three quad-play operators in most national markets. Organic growth of the subscriber base is no longer the way to boost profits in the many markets approaching saturation point. Growth by acquisition of …

Pakistan’s IT-BPO Services Export Opportunity

Author: Ricardo Tavares
Published: 2014-07-25

Pakistan has, to date, largely missed out on the global information technologies and business process outsourcing (IT-BPO) opportunity. The telecom sector in emerging markets—longhaul, backhaul and last mile—is essential to build the high-bandwidth connectivity which brings societies together and links them to the world. As telecom penetration rises, there are huge gains in productivity and social benefit.  And in emerging …

Cyber Security in Brazil

Author: Ricardo Tavares
Published: 2014-06-13

Late last year, the Brazilian Senate Commission on Foreign Relations asked TechPolis to prepare a paper on cyber security. Against the backdrop of Edward Snowden’s revelations of U.S. espionage in Brazil, the Senate created a Special Investigative Commission (in Portuguese, CPI) to analyze the status of cyber security in the country and suggest new directions. Now the work of 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 …

Political turmoil tests telecom sector: Egypt rising to meet the challenge

Author: Ricardo Tavares
Published: 2014-03-10

How do political-economic crises affect the telecommunications sector? We take a look at Egypt. Egypt's telecommunications market showed a strong demand for mobile broadband access throughout the crisis that followed former President Hosni Mubarak's overthrow. Unique subscribers' numbers remained static, but demand for broadband skyrocketed with strong 3G HSPA growth. Egypt's political crisis drove the economy to its knees. But …