NgoJanuwari 9, 2023
Kwavakala ngathi i-2022 yayigcwele intetho yesivumelwano.Nokuba yayiyi-AT&T ejikeleza iWarnerMedia, iLumen Technologies isonga i-ILEC divestiture kwaye ithengisa ishishini layo le-EMEA, okanye naliphi na inani elibonakala lingenasiphelo lokufunyanwa kwe-telecom equity-equity yabucala, unyaka ubunyakazela.UNicole Perez, iqabane kwifem yomthetho esekwe eTexas i-Baker Botts, uthe u-2023 uxakeke ngakumbi ngokwe-M&A.
I-Baker Botts ineteknoloji ebalaseleyo, i-media kunye ne-telecommunications practice, emele ngaphambili i-AT & T xa ithengisa i-colocation asethi yayo kwi-Brookfield Infrastructure nge-1.1 yeebhiliyoni zeedola ngo-2018. lelinye lale nkampani enamagqwetha eteknoloji angaphezu kwama-200.Uye wanceda ukumela i-GCI Liberty ekudibaneni kweebhiliyoni zeedola kunye ne-Liberty Broadband ngo-2020 kunye ne-Liberty Latin America ngexesha lokufumana imisebenzi ye-Telefonica engenazingcingo eCosta Rica.
Kudliwanondlebe noFierce, uPerez usikhanyisele ngendlela alindele ngayo ukuba umhlaba wesivumelwano utshintshe ngo-2023 kwaye ngubani oza kuba ngabashukumisi kunye nabashukumayo.
I-Fierce Telecom (FT): Kwakukho i-telecom enomdla ye-M&A kunye nezivumelwano ze-asethi ngo-2022. Ngaba kukho nantoni na eye yaphuma kuwe kulo nyaka ngokwembono yomthetho?
UNicole Perez (NP): Ngo-2022, amanani esivumelwano se-TMT ahlengahlengiswayo ukuze athelekiseke ngakumbi namanqanaba angaphambi kobhubhane.Ukuqhubela phambili, ngokwembono yolawulo, ukupasiswa koMthetho weZiseko zoMbindi weBipartisan kunye noMthetho wokuNcitshiswa kwexabiso lokunyuka kwamaxabiso kuza kukhuthaza izivumelwano ezininzi ze-telecom ngaphandle kokudodobala koqoqosho kunye nezinye iingxaki zoqoqosho.
Kwi-Latin America, apho sikwacebisa malunga nezivumelwano zonxibelelwano nge-telecom, abalawuli basebenzela ukucacisa imithetho yokusetyenziswa kwe-spectrum engenalayisenisi, ebonelela abatyali-mali ngokuqiniseka ngakumbi.
FT: Ingaba unazo naziphi na iingqikelelo jikelele ze-M&A landscape ngo-2023?Zeziphi izinto ezikwenza ucinge ukuba kuya kubakho ngaphezulu okanye ngaphantsi kwe-M&A kulo nyaka uzayo?
I-NP: Iingcali zezoqoqosho ziqikelela ukuba i-US iya kuhla kuqoqosho ngo-2023-ukuba asikho kwimeko yokudodobala koqoqosho.Oko kuthethiweyo, kusekho imfuneko yetekhnoloji yebroadband kunye nonxibelelwano lwangaphakathi kwaye iziseko zedijithali zibubungqina bokudodobala koqoqosho, ke ndilindele ukuba ishishini libone ukukhula okuthobekileyo kulo nyaka uzayo, xa kuthelekiswa no-2022.
Kukwakho negumbi elaneleyo lokukhula kwiimarike eziphuhlayo ezinje ngeLatin America kunye neCaribbean, apho iinkampani ziye zigxile kakhulu kwiinkonzo eziphathwayo kunye nebroadband.
FT: Ngaba ulindele izivumelwano ezininzi kwintambo okanye kwindawo yefayibha?Ziziphi izinto eziya kubangela ezi zinto?
I-NP: E-US, uMthetho we-Bipartisan Infrastructure Law kunye noMthetho wokuNcitshiswa kwe-Inflation Act, uya kudala amathuba amaninzi enkxaso-mali kwiziseko zonxibelelwano ze-telecom.Iinkampani kunye nabatyali-zimali beziseko ezingundoqo baya kukhangela amathuba okutyalo-mali kwiinkonzo zebroadband, nokuba kungentsebenziswano phakathi kukarhulumente namashishini abucala, amashishini adibeneyo okanye iM&A.
Kuba izikhokelo zoNxibelelwano lweSizwe kunye noLawulo lweeNkcukacha zifuna ukubeka phambili ifayibha xa kunokwenzeka, sinokubona ugxininiso olungakumbi kwizivumelwano zefiber.
I-NP: Kuxhomekeke ekubeni kungakanani ukuguquguquka kweemarike okuseleyo, kodwa ngenxa yemfuno ephezulu yoqhagamshelwano kwihlabathi jikelele, sinokubona ezi ntlobo zezivumelwano ngo-2023. isicwangciso sokukhulisa ezi nkampani zepotfoliyo ukuze ziphume kwiprimiyamu esempilweni kwiminyaka embalwa kamva xa i-stock market izinza.
FT: Ngoobani abaza kuba ngabathengi abaphambili?
NP: Ukunyuka kweqondo lenzala kwenze izivumelwano zezimali zabiza kakhulu.Lo nto yenze ukuba kube nzima kwiifemu zabucala ukuba zifumane i-asethi kuqingqo-maxabiso olunomtsalane, kodwa silindele ukuba izivumelwano zabucala kwesi sithuba ziqhubeke ukuya kunyaka ozayo.
Amaqhinga anemali ekhoyo eyaneleyo aya kuba ngabaphumeleleyo kwimeko yezoqoqosho yangoku njengoko befuna utyalo-mali olungenelelayo nokwandisa isabelo sabo semarike kwiindawo ezithile ezilungele ukukhula, ezifana neLatin America kunye neCaribbean.
FT: Yeyiphi imibuzo esemthethweni exhonywe kwi-telecom M&A deals?Ngaba unokuphawula malunga nokuba ulindele ukuba imeko yolawulo lomfelandawonye ibe njani ngo-2023?
I-NP: Uninzi lwemiba yolawulo echaphazela i-M&A iya kunxulumana nokwanda kokuphononongwa kwe-antitrust, kodwa imarike esezantsi ikhuthaza ukwabiwa kwe-asethi engeyiyo eyona nto iphambili, ke oku akuyi kuba ngumqobo obalulekileyo kwizivumelwano.
Kwakhona, ubuncinci e-US, sinokubona iziphumo ezilungileyo ezivela kuMthetho we-Bipartisan Infrastructure Law kunye noMthetho wokuNcitshiswa kwe-Inflation Act, oya kudala amathuba otyalo-mali ongezelelweyo kwiziseko zonxibelelwano ze-telecom.
FT: Naziphi na iingcinga okanye iimbono zokugqibela?
I-NP: Nje ukuba i-stock market izinzile, siya kubona ezininzi iinkampani ze-telecom ezithathwa ngasese ziqala ukuphinda zibhalise.
Cofa apha ukuze ufunde eli nqaku kwiFierce Telecom
I-Fiberconcepts ngumvelisi ochwephesha kakhulu weemveliso zeTransceiver, izisombululo ze-MTP / MPO kunye nezisombululo ze-AOC ngaphezu kwe-17years, i-Fiberconcepts inokunika zonke iimveliso zenethiwekhi ye-FTTH.Ngolwazi oluthe vetshe, nceda undwendwele:www.b2bmtp.com
Ixesha lokuposa: Jan-09-2023
