Januwari 9, 2023
Kubonakale sengathi u-2022 ugcwele izingxoxo zedili.Noma ngabe bekuyi-AT&T ephuma ku-WarnerMedia, i-Lumen Technologies evala i-ILEC divestiture futhi ithengisa ibhizinisi layo le-EMEA, noma noma iyiphi inombolo ebonakala ingapheli yokutholwa kwe-telecom okusekelwa ngokulingana okuyimfihlo, unyaka ubushubile.U-Nicole Perez, uzakwethu enkampanini yabameli ezinze e-Texas i-Baker Botts, uthe u-2023 uzoba matasa nakakhulu ngokwe-M&A.
U-Baker Botts unobuchwepheshe obuvelele, abezindaba kanye nomkhuba wokuxhumana ngocingo, owake wamela i-AT&T ngesikhathi ithengisa izimpahla zayo zokuhlukaniswa e-Brookfield Infrastructure ngo-$1.1 billion ngo-2018. ingenye yethimba lefemu enabameli bezobuchwepheshe abangaphezu kuka-200.Usize ukumela i-GCI Liberty ekuhlanganisweni kwe-opharetha kwezigidigidi zamadola ne-Liberty Broadband ngo-2020 kanye ne-Liberty Latin America phakathi nokutholwa kwayo kokusebenza okungenantambo kwe-Telefonica e-Costa Rica.
Engxoxweni abe nayo noFierce, uPerez usikhanyisele ngokuthi ulindele ukuthi isimo sesivumelwano sizoshintsha kanjani ngo-2023 nokuthi bazoba ngubani abangaba abashukumisayo nabanyakazayo.
I-Fierce Telecom (FT): Kube namadili e-telecom athokozisayo we-M&A kanye nempahla ngo-2022. Ingabe kukhona okuvelele kulo nyaka ngokombono wezomthetho?
UNicole Perez (NP): Ngo-2022, amanani esivumelwano se-TMT alungiswa kabusha ukuze aqhathanise namazinga angaphambi kobhubhane.Ukuqhubekela phambili, ngokombono wokulawula, ukuphasiswa koMthetho Wengqalasizinda Emibili kanye Nomthetho Wokuncishiswa Kokwehla kwamandla emali kuzogqugquzela amadili amaningi ezokuxhumana naphezu kokuwohloka komnotho okungase kube khona kanye nezinye iziphepho zezomnotho.
E-Latin America, lapho futhi seluleka khona ngamadili amakhulu ezokuxhumana, abalawuli basebenzela ukucacisa imithetho yokusetshenziswa kwe-spectrum engenalayisense, okunikeza abatshalizimali isiqiniseko esengeziwe.
FT: Ingabe unazo izibikezelo ezijwayelekile ze-M&A landscape ngo-2023?Yiziphi izici ezenza ucabange ukuthi kuzoba ne-M&A eningi noma encane ngonyaka ozayo?
NP: Izazi zezomnotho zibikezela ukuthi i-US izowela ehlahleni lomnotho ngo-2023—uma singekho esimweni sokwehla kwamandla omnotho.Sesikushilo lokho, kusazoba nesidingo se-broadband kanye nobuchwepheshe bezokuxhumana ngaphakathi futhi ingqalasizinda yedijithali iwubufakazi bokwehla komnotho ngandlela thize, ngakho-ke ngilindele ukuthi imboni izobona ukukhula kwezivumelwano ezinesizotha ngonyaka ozayo, uma kuqhathaniswa no-2022.
Kukhona futhi indawo eyanele yokukhula ezimakethe ezisathuthuka njengeLatin America kanye neCaribbean, lapho izinkampani zigxila kakhulu ezinsizakalweni zamaselula kanye ne-broadband.
FT: Ingabe ulindele amadili amaningi kukhebula noma isikhala sefayibha?Yiziphi izici ezizoqhuba lokhu?
I-NP: E-US, uMthetho Wengqalasizinda Embili kanye Nomthetho Wokuncishiswa Kokwehla Nokwehla kwamandla emali, kuzodala amathuba amaningi okuxhasa ngezimali ingqalasizinda yezokuxhumana.Izinkampani nabatshalizimali bengqalasizinda bazobe bebheke amathuba okutshala imali ezinsizeni ze-broadband, kungaba ngokusebenzisana komphakathi nezizimele, ama-joint ventures noma i-M&A.
Njengoba imihlahlandlela Kazwelonke Yezokuxhumana Nokuphathwa Kolwazi idinga ukubeka kuqala i-fiber uma kungenzeka, singase futhi sibone ukugcizelela okwengeziwe kumadili efiber.
I-NP: Kuya ngokuthi kungakanani ukuntengantenga kwemakethe okusele, kodwa uma kubhekwa isidingo esikhulu sokuxhumana emhlabeni wonke, singabona lezi zinhlobo zamadili ngo-2023. Njengoba izimali ezizimele zithatha izinkampani zezingcingo zibe yimfihlo, ukuthengwa kwezengezo kungaba yingxenye isu lokukhulisa lezi zinkampani zephothifoliyo ukuze ziphume ngenkokhelo enempilo eminyakeni embalwa kamuva lapho imakethe yamasheya izinza.
FT: Obani abazoba ngabathengi abakhulu?
NP: Ukwenyuka kwezinga lenzalo kwenze izivumelwano zezimali zabiza kakhulu.Lokho kwenze kwaba nzima ngezinkampani ezizimele ukuthola izimpahla ngezilinganiso ezikhangayo, kodwa silindele ukuthi amadili angasese kulesi sikhala aqhubeke kuze kube unyaka ozayo.
Amaqhinga anemali eningi azoba abawinile esimweni somnotho samanje njengoba befuna ukutshalwa kwezimali okungosomathuba futhi bakhulise isabelo sabo semakethe ezindaweni ezithile ezilungele ukukhula, njengeLatin America neCaribbean.
I-FT: Yimiphi imibuzo yezomthetho elenga phezu kwezivumelwano ze-telecom M&A?Ungakwazi yini ukuphawula ngokuthi ulindele ukuthi indawo yokulawula yenhlangano ibe njani ngo-2023?
I-NP: Izinkinga eziningi zokulawula ezithinta i-M&A zizohlotshaniswa nokwanda kokuhlolwa kwe-antitrust, kodwa imakethe ephansi igqugquzela ukubiwa kwezimpahla ezingezona ezibalulekile noma kunjalo, ngakho lokhu ngeke kube isithiyo esibalulekile kumadili.
Futhi, okungenani e-US, singabona imithelela emihle evela kuMthetho Wengqalasizinda Yezifunda Ezimbili kanye Nomthetho Wokuncishiswa Kokwehla Nokwehla kwamandla emali, ozodala amathuba amaningi okutshala imali engqalasizinda yezokuxhumana.
FT: Noma yimiphi imicabango yokugcina noma imininingwane?
I-NP: Uma imakethe yamasheya isizinzile, sizobona izinkampani eziningi zezingcingo ezithathwa ezizimele ziqala ukuzibhalisela kabusha.
Chofoza lapha ukuze ufunde lesi sihloko ku-Fierce Telecom
I-Fiberconcepts ingumkhiqizi ochwepheshile wemikhiqizo ye-Transceiver, izixazululo ze-MTP/MPO kanye nezixazululo ze-AOC ngaphezu kwe-17years, i-Fiberconcepts inganikeza yonke imikhiqizo yenethiwekhi ye-FTTH.Ukuze uthole ulwazi olwengeziwe, sicela uvakashele:www.b2bmtp.com
Isikhathi sokuthumela: Jan-09-2023
