Lub Ib Hlis 9, 2023
Nws xav tias 2022 yog tag nrho ntawm kev sib tham.Txawm hais tias nws yog AT&T tig tawm ntawm WarnerMedia, Lumen Technologies qhwv nws cov ILEC divestiture thiab muag nws cov lag luam EMEA, lossis ib qho ntawm qhov tsis muaj qhov kawg ntawm kev lag luam ntiag tug-kev sib raug zoo txhawb nqa kev lag luam, xyoo tau zoo buzzing.Nicole Perez, tus khub ntawm Texas-raws li kev cai lij choj tuam txhab Baker Botts, qhia txog 2023 kom ua haujlwm hnyav dua ntawm M&A.
Baker Botts muaj cov thev naus laus zis tseem ceeb, kev tshaj tawm thiab kev sib tham hauv xov tooj, yav dhau los sawv cev AT&T thaum nws muag nws cov khoom muaj nqis rau Brookfield Infrastructure rau $ 1.1 billion hauv 2018. Perez, uas tau koom nrog lub tuam txhab thaum ntxov 2020 thiab ua haujlwm tawm ntawm lub tuam txhab New York chaw ua haujlwm, yog ib lub tuam txhab pab neeg ntawm ntau tshaj 200 tus kws lij choj thev naus laus zis.Nws tau pab sawv cev rau GCI Liberty hauv tus neeg teb xov tooj ntau-billion-duas merger nrog Liberty Broadband hauv 2020 thiab Liberty Latin America thaum nws tau txais Telefonica txoj haujlwm wireless hauv Costa Rica.
Hauv kev xam phaj nrog Fierce, Perez tau pom qee qhov teeb meem ntawm qhov nws xav kom thaj chaw cog lus hloov pauv hauv 2023 thiab leej twg yuav muaj peev xwm txav thiab shakers.
Fierce Telecom (FT): Muaj qee qhov kev sib tham sib tham M&A thiab cov khoom vaj khoom tsev nyob rau xyoo 2022. Puas muaj dab tsi tshwm sim rau koj xyoo no los ntawm kev pom kev cai lij choj?
Nicole Perez (NP): Hauv xyoo 2022, TMT cov khoom lag luam tau hloov kho kom zoo dua qub rau qib kev sib kis ua ntej.Mus rau pem hauv ntej, los ntawm kev saib xyuas kev tswj hwm, kev dhau los ntawm Bipartisan Infrastructure Law thiab Txoj Cai txo nqi nyiaj txiag yuav ua rau muaj kev cuam tshuam ntau hauv xov tooj txawm tias muaj peev xwm poob qis thiab lwm yam kev lag luam.
Hauv Latin America, qhov twg peb kuj qhia txog kev sib tham hauv xov tooj ntau, cov neeg tswj hwm tau ua haujlwm rau kev qhia meej cov cai rau kev siv cov tsis muaj ntawv tso cai spectrum, uas yog muab cov tub ua lag luam kom paub tseeb ntxiv.
FT: Koj puas muaj kev kwv yees dav dav rau M&A toj roob hauv pes hauv 2023?Dab tsi ua rau koj xav tias yuav muaj ntau dua lossis tsawg dua M&A hauv xyoo tom ntej?
NP: Cov kws tshawb fawb tau kwv yees tias Tebchaws Meskas yuav poob rau hauv kev lag luam kev lag luam hauv 2023 - yog tias peb tsis nyob hauv kev lag luam poob lawm.Uas tau hais tias, tseem yuav muaj kev thov rau broadband thiab kev sib txuas lus thev naus laus zis hauv tsev thiab digital infrastructure yog qee qhov pov thawj kev poob qis, yog li kuv cia siab tias kev lag luam yuav pom kev loj hlob me me rau xyoo tom ntej, piv rau 2022.
Kuj tseem muaj chaw txaus rau kev loj hlob hauv kev tsim cov lag luam xws li Latin America thiab Caribbean, qhov chaw uas cov tuam txhab tau tsom mus rau cov kev pabcuam mobile thiab broadband.
FT: Koj puas xav tau ntau qhov kev cog lus hauv cov kab hluav taws xob lossis qhov chaw fiber ntau?Yam dab tsi yuav ua rau cov no?
NP: Hauv Teb Chaws Asmeskas, Txoj Cai Bipartisan Infrastructure Law thiab Txoj Cai Lij Choj txo qis, yuav tsim kom muaj nyiaj txiag ntau dua rau kev lag luam hauv xov tooj.Cov tuam txhab thiab cov tub ua lag luam hauv vaj tse yuav pom cov hauv kev los nqis peev hauv cov kev pabcuam broadband, xws li los ntawm kev sib koom tes ntawm pej xeem thiab ntiag tug, kev sib koom ua lag luam lossis M&A.
Raws li National Telecommunications thiab Information Administration cov lus qhia hu rau qhov tseem ceeb ntawm fiber ntau thaum ua tau, peb kuj yuav pom ntau qhov tseem ceeb ntawm fiber ntau deals.
NP: Nws nyob ntawm seb qhov kev lag luam tsis hloov pauv ntau npaum li cas, tab sis muab qhov kev thov siab rau kev sib txuas thoob ntiaj teb, peb tuaj yeem pom cov hom kev sib cog lus no hauv xyoo 2023. Nrog rau cov peev nyiaj ntiag tug uas siv cov tuam txhab xov tooj ntiag tug, kev yuav khoom ntxiv yuav yog ib feem ntawm lub tswv yim kom loj hlob cov tuam txhab portfolio thiaj li tawm ntawm lawv cov nqi noj qab haus huv ob peb xyoos tom qab thaum lub khw lag luam ruaj khov.
FT: Leej twg yuav yog tus neeg yuav khoom tseem ceeb?
NP: Cov paj laum nce ntxiv tau ua rau cov nyiaj tau txais txiaj ntsig ntau dua.Qhov ntawd tau ua rau nws nyuaj rau cov tuam txhab ntiag tug-equity kom tau txais cov khoom muaj nqis ntawm cov txiaj ntsig zoo nkauj, tab sis peb cia siab tias qhov kev cog lus ntiag tug hauv qhov chaw no txuas ntxiv mus rau xyoo tom ntej.
Cov tswv yim nrog cov nyiaj ntsuab txaus-ntawm-tes yuav yog cov yeej hauv kev lag luam kev lag luam tam sim no thaum lawv nrhiav kev nqis peev uas muaj peev xwm thiab nthuav lawv txoj kev lag luam hauv qee thaj chaw uas tau siav rau kev loj hlob, xws li Latin America thiab Caribbean.
FT: Cov lus nug raug cai dab tsi dai ntawm kev sib txuas lus M&A deals?Koj tuaj yeem tawm tswv yim txog qhov koj xav kom tsoomfwv tswj hwm ib puag ncig zoo li xyoo 2023?
NP: Feem ntau cov teeb meem kev tswj hwm cuam tshuam rau M&A yuav cuam tshuam txog kev tshuaj xyuas kev tiv thaiv kev ntseeg siab, tab sis kev lag luam poob qis txhawb kev faib tawm ntawm cov cuab tam tsis yog cov tub ntxhais kawm, yog li qhov no yuav tsis muaj teeb meem loj rau kev lag luam.
Tsis tas li ntawd, tsawg kawg hauv Teb Chaws Asmeskas, peb tuaj yeem pom qee qhov txiaj ntsig zoo los ntawm Bipartisan Infrastructure Law thiab Txoj Cai txo nqi nyiaj txiag, uas yuav tsim kev nqis peev ntxiv rau kev lag luam hauv kev lag luam.
FT: Puas muaj kev xav lossis kev pom?
NP: Thaum lub khw lag luam ruaj khov, peb yuav pom ntau lub tuam txhab xov tooj uas tau coj tus kheej pib rov sau npe.
Nyem qhov no mus nyeem cov lus no ntawm Fierce Telecom
Fiberconcepts yog cov chaw tsim khoom tshaj lij ntawm Transceiver cov khoom, MTP / MPO cov kev daws teeb meem thiab cov kev daws teeb meem AOC tshaj 17 xyoo, Fiberconcepts tuaj yeem muab txhua yam khoom rau FTTH network.Yog xav paub ntxiv, thov mus saib:www.b2bmtp.com
Post lub sij hawm: Jan-09-2023
