Ndira 9, 2023
Zvaiita sekunge 2022 yaive yakazara nehurukuro yedhiri.Kunyangwe yaive AT&T ichitenderera kubva kuWarnerMedia, Lumen Technologies ichiputira ILEC divestiture uye kutengesa bhizinesi rayo reEMEA, kana chero ipi zvayo yaiita senge isingaperi nhamba yeakavanzika-equity inotsigirwa nenharembozha, gore raifamba zvakanaka.Nicole Perez, anoshanda naye kuTexas-based law firm Baker Botts, akakurudzira kuti 2023 ive yakanyanya kubatikana maererano neM&A.
Baker Botts ane yakakurumbira tekinoroji, midhiya uye telecommunication kudzidzira, akambomiririra AT&T paakatengesa colocation midziyo kuBrookfield Infrastructure nemadhora bhiriyoni 1.1 muna 2018. Perez, akabatana nefemu kutanga kwa2020 uye anoshanda kunze kwehofisi yekambani yeNew York, chimwe chechikwata chekambani chine magweta ezvetekinoroji anopfuura mazana maviri.Akabatsira kumiririra GCI Rusununguko mumubatanidzwa wemabhiriyoni emadhora emadhora neLiberty Broadband muna 2020 uye Liberty Latin America panguva yekutora kwayo kweTelfonica's wireless operations muCosta Rica.
Mubvunzurudzo naFierce, Perez akajekesa kuti anotarisira kuti mamiriro echibvumirano achachinja sei muna 2023 uye kuti vangangove vafambisi uye vanozunungusa.
Fierce Telecom (FT): Paive neanonakidza telecom M&A uye zvibvumirano zveasset muna 2022. Pane chakakumirirai gore rino kubva mumaonero emutemo?
Nicole Perez (NP): Muna 2022, TMT dhizaini yakagadziridzwa kuti iwedzere kuenzaniswa ne pre-denda mazinga.Kuenda kumberi, kubva pamaonero ekutonga, kupasiswa kweBipartisan Infrastructure Law uye Inflation Reduction Act kuchakurudzira madhiri akawanda enharembozha kunyangwe paine kuderera kwehupfumi uye mamwe mhepo dzehupfumi.
MuLatin America, kwatinopawo zano pamusoro pezvibvumirano zvenharembozha, vatongi vari kushanda kuti vajekese mitemo yekushandiswa kweasina marezenisi, izvo zviri kupa vanoisa mari chokwadi.
FT: Iwe une chero fungidziro yakajairika yeM&A landscape muna 2023?Ndezvipi zvinhu zvinoita kuti ufunge kuti kuchave neM&A yakawanda kana shoma mugore rinouya?
NP: Nyanzvi dzehupfumi dziri kufanotaura kuti US ichawira mukuderera muna 2023 - kana isu tisiri mukuderera.Izvo zvakati, kuchave kuchine kudiwa kwebroadband uye matekinoroji ekutaurirana mukati uye madhijitari ehumbowo humbowo hwekuderera, saka ini ndinotarisira kuti indasitiri ichaona dhiri inokura gore rinouya, zvichienzaniswa ne2022.
Kune zvakare nzvimbo yakakwana yekukura mumisika iri kusimukira yakaita seLatin America neCaribbean, uko makambani ari kuwedzera kutarisisa nharembozha uye Broadband masevhisi.
FT: Uri kutarisira zvimwe zvibvumirano mutambo kana fiber nzvimbo?Ndezvipi zvinhu zvichakurudzira izvi?
NP: MuUS, iyo Bipartisan Infrastructure Law uye iyo Inflation Reduction Act, ichagadzira mamwe mikana yemari yenharembozha.Makambani nevanoita mari yezvivakwa vachange vachitarisa mikana yekudyara mari mumasevhisi ebroadband, kungave kuburikidza neruzhinji-yakavanzika kudyidzana, mubatanidzwa kana M&A.
Nekuda kwekuti iyo National Telecommunications uye Information Administration's nhungamiro inodaidzira kukoshesa faibha pazvinogoneka, isu tinogona zvakare kuona kukoshesa kwakawanda pamadhiri efiber.
NP: Izvo zvinoenderana nekuti yakawanda sei yemusika kusagadzikana inoramba iripo, asi nekupa iyo yakanyanya kudiwa yekubatanidza pasirese, isu taigona kuona idzi mhando dzezvibvumirano muna 2023. Neyakavanzika equity mari inotora makambani efoni ega, kuwedzera-on acquisitions kungave chikamu che zano rekukura aya makambani epodfolio kuitira kuti abude paari ane hutano makore mashoma gare gare apo musika wemasheya wagadzikana.
FT: Ndiani achave akakosha vatengi?
NP: Kuwedzera mubereko kwaita kuti madhiri emari adhure zvakanyanya.Izvi zvaita kuti zviomerwe nemafemu akazvimirira ega kuwana midziyo pamitengo inoyevedza, asi isu tinotarisira kuti zvibvumirano zvepachivande munzvimbo ino zvienderere mberi mugore rinouya.
Strategics ine mari yakawanda-pa-ruoko ichave vahwina mumamiriro ehupfumi aripo sezvavanotsvaga mukana wekudyara uye kuwedzera mugove wavo wemusika mune dzimwe nzvimbo dzakaibva mukukura, seLatin America neCaribbean.
FT: Ndeipi mibvunzo yepamutemo inorembera pane telecom M&A zvibvumirano?Unogona here kutaura pamusoro pezvaunotarisira kuti federal regulatory nharaunda ichaita sei muna 2023?
NP: Nyaya zhinji dzemitemo dzinokanganisa M&A dzichange dzine chekuita nekuwedzera kuongororwa kwekusavimbika, asi musika wepasi unosimudzira kubviswa kwezvinhu zvisiri-musimboti zvakadaro, saka izvi hazvizove zvakakosha chipinganidzo kune zvibvumirano.
Zvakare, zvirinani muUS, tinogona kuona zvimwe zvakanaka zvinobva kuBipartisan Infrastructure Law uye Inflation Reduction Act, izvo zvinogadzira mikana yekudyara yakawanda yenharembozha.
FT: Chero pfungwa dzekupedzisira kana ruzivo?
NP: Kana musika wemasheya wadzikama, tichaona mazhinji emakambani enharembozha ari kutorwa ari ega kutanga kunyorazve.
Dzvanya apa kuti uverenge chinyorwa ichi paFierce Telecom
Fiberconcepts inyanzvi yekugadzira zvigadzirwa zveTransceiver, MTP/MPO mhinduro uye AOC mhinduro pamusoro pe17years, Fiberconcepts inogona kupa zvese zvigadzirwa zveFTTH network.Kuti uwane rumwe ruzivo, ndapota shanya:www.b2bmtp.com
Nguva yekutumira: Jan-09-2023
