Ianuali 9, 2023
Me he mea lā ua piha ʻo 2022 i nā kamaʻilio kūkākūkā.Inā paha ʻo AT&T e wili ana iā WarnerMedia, Lumen Technologies e kāʻei ana i kāna divestiture ILEC a kūʻai aku i kāna ʻoihana EMEA, a i ʻole kekahi o ka helu pau ʻole o ka loaʻa ʻana o ke kelepona pilikino i kākoʻo ʻia, ua maikaʻi ka makahiki.ʻO Nicole Perez, he hoa hana ma Texas-based law firm Baker Botts, ua ʻōlelo ʻo 2023 e ʻoi aku ka ʻoi aku ka ʻoi aku o ka ʻoi aku o ka ʻoi aku o ka M&A.
He ʻenehana koʻikoʻi ʻo Baker Botts, media a me ka hoʻomaʻamaʻa kelepona, ua hōʻike mua ʻo ia iā AT&T i ka wā i kūʻai aku ai i kāna waiwai colocation iā Brookfield Infrastructure no $ 1.1 biliona ma 2018. ʻO Perez, ka mea i hui pū me ka paʻa i ka hoʻomaka ʻana o 2020 a hana ma waho o ke keʻena o ka hui ma New York. ʻo ia kekahi o ka hui o nā loio ʻenehana ma mua o 200.Ua kōkua ʻo ia e pani i ka GCI Liberty i ka hui pū ʻana o ka mea hoʻohana me Liberty Broadband i 2020 a me Liberty Latin America i ka wā o ka loaʻa ʻana o nā hana uila a Telefonica ma Costa Rica.
Ma kahi ninaninau me Fierce, ua hāʻawi ʻo Perez i kahi mālamalama i ke ʻano o kona manaʻo e neʻe ka ʻāina i ka makahiki 2023 a ʻo wai ka mea e neʻe ai a me nā haʻalulu.
ʻO Fierce Telecom (FT): Aia kekahi mau ʻoihana telecom M&A a me nā ʻoihana waiwai i ka makahiki 2022. Ua kū paha kekahi mea iā ʻoe i kēia makahiki mai ka ʻike kānāwai?
Nicole Perez (NP): I ka makahiki 2022, ua hoʻoponopono hou ʻia ka nui o ka hana TMT e hoʻohālikelike i nā pae pre-pandemic.Ke hele nei i mua, mai kahi hiʻohiʻona hoʻoponopono, ʻo ka hala ʻana o ka Bipartisan Infrastructure Law a me ka Inflation Reduction Act e hoʻoulu i ka nui o nā ʻoihana telecom ʻoiai ka hiki ke hoʻemi ʻia a me nā poʻo waiwai ʻē aʻe.
Ma Latin America, kahi a mākou e aʻo ai i nā ʻoihana telecom nui, ke hana nei nā regulators i ka wehewehe ʻana i nā lula no ka hoʻohana ʻana i ka spectrum ʻole i laikini ʻia, e hāʻawi ana i nā mea hoʻopukapuka me ka maopopo.
FT: Loaʻa iā ʻoe nā wānana maʻamau no ka ʻāina M&A ma 2023?He aha nā mea e manaʻo ai ʻoe e nui a emi mai paha ka M&A i ka makahiki e hiki mai ana?
NP: Ke wānana nei ka poʻe hoʻokele waiwai e hāʻule ana ʻo ʻAmelika i loko o ke kaʻe ʻana i ka makahiki 2023—inā ʻaʻole mākou i loko o ke kaʻe.I ʻōlelo ʻia, e koi ʻia ana nā ʻenehana broadband a me nā ʻenehana kamaʻilio ma ka home a ʻo ka ʻenehana kamepiula he mea hōʻoia i ka recession, no laila ke manaʻo nei au e ʻike ka ʻoihana i ka ulu liʻiliʻi o ka makahiki aʻe, i hoʻohālikelike ʻia me 2022.
Aia kekahi lumi nui no ka ulu ʻana i nā mākeke e like me Latin America a me ka Caribbean, kahi e hoʻonui nui ai nā ʻoihana i nā lawelawe kelepona a me ka broadband.
FT: Ke manaʻo nei ʻoe i nā makana hou aʻe ma ke kelepona a i ʻole ka fiber space?He aha nā mea e alakaʻi ai i kēia mau mea?
NP: Ma US, ʻo ka Bipartisan Infrastructure Law a me ka Inflation Reduction Act, e hoʻonui i nā manawa kālā no ka ʻoihana telecom.E nānā ana nā ʻoihana a me nā mea hoʻopukapuka waiwai i nā manawa kūpono e hoʻokomo i nā lawelawe broadband, inā ma o ka hui aupuni a me ka pilikino, nā hui hui a i ʻole M&A.
ʻOiai ʻo nā alakaʻi a ka National Telecommunications and Information Administration e koi ana i ka hoʻonohonoho mua ʻana i ka fiber inā hiki, hiki iā mākou ke ʻike hou aku i ka manaʻo nui i nā hana fiber.
NP: Ma muli o ka nui o ka volatility market e koe, akā hāʻawi ʻia i ke koi kiʻekiʻe no ka hoʻopili ʻana a puni ka honua, hiki iā mākou ke ʻike i kēia mau ʻano o nā kuʻikahi ma 2023. ka hoʻolālā e hoʻonui i kēia mau hui kōpili i mea e haʻalele ai iā lākou ma ke kumukūʻai olakino i kekahi mau makahiki ma hope i ka wā e kūpaʻa ai ka mākeke.
FT: ʻO wai nā mea kūʻai nui?
NP: ʻO ka piʻi ʻana o ka uku paneʻe ua ʻoi aku ka nui o ke kumukūʻai.Ua ʻoi aku ka paʻakikī o nā ʻoihana kūʻokoʻa i ka loaʻa ʻana o nā waiwai ma nā kumukūʻai maikaʻi, akā manaʻo mākou e hoʻomau nā hana lawe pilikino i kēia wahi i ka makahiki aʻe.
ʻO nā hoʻolālā me ka nui o ke kālā ma ka lima e lanakila i ke ʻano hoʻokele waiwai o kēia manawa ke ʻimi nei lākou i nā hoʻopukapuka kūpono a hoʻonui i kā lākou māhele mākeke ma kekahi mau ʻāina i mākaukau no ka ulu ʻana, e like me Latin America a me ka Caribbean.
FT: He aha nā nīnau pili kānāwai e kau nei ma luna o nā kuʻikahi M&A telecom?Hiki iā ʻoe ke ʻōlelo i ka mea āu e manaʻo ai e like ke ʻano o ke kaiapuni hoʻoponopono federal i 2023?
NP: ʻO ka hapa nui o nā pilikia hoʻoponopono e pili ana i ka M&A e pili ana i ka hoʻonui ʻana i ka nānā ʻana i ka antitrust, akā ʻo ka mākeke haʻahaʻa e hoʻoikaika i ka wehe ʻana i nā waiwai waiwai ʻole, no laila ʻaʻole ia he mea pale nui i nā ʻaelike.
Eia kekahi, ma ka liʻiliʻi ma US, hiki iā mākou ke ʻike i kekahi mau hopena maikaʻi mai ka Bipartisan Infrastructure Law a me ka Inflation Reduction Act, kahi e hana ai i nā manawa hoʻopukapuka hou aku no ka ʻoihana telecom.
FT: He manaʻo hope a ʻike paha?
NP: Ke kūpaʻa ka mākeke kūʻai, e ʻike mākou i ka nui o nā hui telecom e lawe pilikino ʻia e hoʻomaka e relist.
Kaomi ma aneʻi e heluhelu i kēia ʻatikala ma Fierce Telecom
ʻO Fiberconcepts kahi mea hana ʻoihana ʻoihana o nā huahana Transceiver, MTP/MPO solutions a me AOC solutions ma luna o 17years, hiki i nā Fiberconcepts ke hāʻawi i nā huahana āpau no ka pūnaewele FTTH.No ka 'ike hou aku, e kipa mai:www.b2bmtp.com
Ka manawa hoʻouna: Jan-09-2023
