Januware 9, 2023
Zinkawoneka ngati 2022 inali yodzaza ndi zokambirana.Kaya inali AT&T ikuzungulira WarnerMedia, Lumen Technologies kukulunga ILEC divestiture ndikugulitsa bizinesi yake ya EMEA, kapena chiwerengero chilichonse chomwe chikuwoneka ngati chosatha chakupeza ma telecom, chaka chinali chipwirikiti.Nicole Perez, mnzake ku kampani yazamalamulo yaku Texas ya Baker Botts, adati 2023 ikhala yotanganidwa kwambiri malinga ndi M&A.
Baker Botts ali ndi luso lodziwika bwino laukadaulo, zoulutsira mawu komanso zolumikizirana, zomwe zidayimira kale AT&T pomwe idagulitsa katundu wake ku Brookfield Infrastructure kwa $ 1.1 biliyoni mu 2018. Perez, yemwe adalowa nawo kampaniyi koyambirira kwa 2020 ndipo amagwira ntchito kuofesi yakampani ku New York, ndi mmodzi wa gulu la olimba la oposa 200 luso maloya.Adathandizira kuyimira GCI Liberty pakuphatikizika kwa mabiliyoni ambiri ndi Liberty Broadband mu 2020 ndi Liberty Latin America pomwe idapeza mafoni a Telefonica ku Costa Rica.
Poyankhulana ndi Fierce, Perez adawunikira momwe amayembekeza kuti mgwirizanowu udzasintha mu 2023 komanso omwe angakhale osuntha ndi ogwedeza.
Fierce Telecom (FT): Panali zochititsa chidwi za telecom M&A ndi malonda a katundu mu 2022. Kodi pali chilichonse chomwe chidakusangalatsani chaka chino kuchokera pamalamulo?
Nicole Perez (NP): Mu 2022, mgwirizano wa TMT udasinthidwa kuti ufanane ndi momwe mliri usanachitike.Kupita mtsogolo, kuchokera pamawonekedwe owongolera, kuperekedwa kwa Bipartisan Infrastructure Law ndi Inflation Reduction Act kudzalimbikitsa mgwirizano wambiri pa telecom ngakhale kutha kwachuma komanso mavuto ena azachuma.
Ku Latin America, komwe timalangizanso pazachuma chachikulu cha telecom, owongolera akuyesetsa kufotokozera malamulo ogwiritsira ntchito mawonedwe omwe alibe ziphaso, zomwe zimapereka chitsimikizo chotsimikizika kwa osunga ndalama.
FT: Kodi muli ndi zolosera zamtundu wa M&A mu 2023?Ndi zinthu ziti zomwe zimakupangitsani kuganiza kuti padzakhala M&A yochulukirapo mchaka chikubwerachi?
NP: Akatswiri azachuma akuneneratu kuti US igwa pansi mu 2023 - ngati sitikugwa kale.Izi zati, padzakhalabe kufunikira kwa ukadaulo wa Broadband ndi kulumikizana pakati panyumba komanso zomangamanga zama digito ndi umboni wocheperako, chifukwa chake ndikuyembekeza kuti bizinesiyo iwona kukula pang'ono chaka chamawa, poyerekeza ndi 2022.
Palinso mwayi wokulirapo m'misika yomwe ikukula monga Latin America ndi Caribbean, komwe makampani amayang'ana kwambiri ntchito zam'manja ndi ma Broadband.
FT: Kodi mukuyembekezera kuchita zambiri mu chingwe kapena fiber space?Kodi ndi zinthu ziti zimene zidzachititsa zimenezi?
NP: Ku US, Bipartisan Infrastructure Law ndi Inflation Reduction Act, idzapanga mwayi wambiri wopezera ndalama zothandizira ma telecom.Makampani ndi osunga ndalama zachitukuko adzakhala akuyang'ana mwayi woti agwiritse ntchito ndalama zothandizira anthu ambiri, kaya kudzera m'mayanjano aboma ndi achinsinsi, mabizinesi ogwirizana kapena M&A.
Pokhala kuti malangizo a National Telecommunications and Information Administration amafuna kuti tiziika patsogolo zinthu ngati n'kotheka, titha kuwonanso kutsindika kwambiri pazachuma.
NP: Zimatengera kuchuluka kwa msika wosakhazikika, koma chifukwa cha kufunikira kwakukulu kwa kulumikizana padziko lonse lapansi, titha kuwona mitundu iyi yamalonda mu 2023. njira yokulitsira makampaniwa kuti awatulutse pamtengo wabwino pakapita zaka zingapo pamene msika ukhazikika.
FT: Ndani adzakhala ogula kwambiri?
NP: Kuwonjezeka kwa chiwongoladzanja kwapangitsa kuti ndalama zizikwera mtengo kwambiri.Izi zapangitsa kuti zikhale zovuta kuti mabizinesi azibizinesi azipeza katundu pamtengo wowoneka bwino, koma tikuyembekeza kuti mabizinesi achinsinsi apitirire mpaka chaka chamawa.
Njira zokhala ndi ndalama zokwanira zokhala ndi ndalama zitha kukhala opambana pazachuma pomwe akufunafuna mwayi wopeza ndalama komanso kukulitsa gawo lawo lamsika m'malo ena omwe akukula, monga Latin America ndi Caribbean.
FT: Ndi mafunso ati azamalamulo omwe amakhalapo pazantchito za telecom M&A?Kodi mungafotokozere momwe mukuyembekezera kuti malo olamulira aboma azikhala mu 2023?
NP: Nkhani zambiri zamalamulo zomwe zimakhudza M&A zikhala zokhudzana ndi kuwunika kosagwirizana ndi kusakhulupirika, koma msika wapansi umalimbikitsa kubedwa kwa zinthu zomwe sizili zofunika, kotero izi sizikhala chotchinga chachikulu pakuchita.
Komanso, ku US, titha kuwona zotsatira zabwino zochokera ku Bipartisan Infrastructure Law ndi Inflation Reduction Act, zomwe zipangitsa kuti pakhale mwayi wopeza ndalama zambiri pakukhazikitsa ma telecom.
FT: Malingaliro kapena malingaliro omaliza?
NP: Msika wamasheya ukakhazikika, tiwona makampani ambiri a telecom omwe akutengedwa mwachinsinsi akuyamba kulembanso.
Dinani apa kuti muwerenge nkhaniyi pa Fierce Telecom
Fiberconcepts ndi katswiri wopanga zinthu za Transceiver, mayankho a MTP/MPO ndi mayankho a AOC pazaka za 17years, Fiberconcepts imatha kupereka zinthu zonse za netiweki ya FTTH.Kuti mudziwe zambiri, chonde pitani:www.b2bmtp.com
Nthawi yotumiza: Jan-09-2023
