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[1]: TIM could be blueprint for EU telco consolidation – Rethink
The EU wants to consolidate its telco operators to make continental challengers, to compete with the best and the brightest global tech firms, especially those in the US. There is now talk of Telecom Italia’s (TIM’s) remaining mobile network unit being acquired by private equity.This could be a starter pack for EU consolidation, where governments own parts of the wholesale provider, but…
URL: https://rethinkresearch.biz/articles/tim-could-be-blueprint-for-eu-telco-consolidation/
[2]: TIM in Iliad and CVC’s crosshairs,future of industry at stake
According to rumors,Iliad emissaries have met with senior executives from the ministry of economy to discuss a possible consolidation of the sector and put an end to the price war,which has seen telecom revenues in Italy drop 35 percent between 2010 and 2023,from EUR41.9 billion to EUR27.2 billion…. TIM would be a buyer, not a seller, in …
[3]: Tlc Italy, turning point year between investment and regulatory
(Alliance News) – Last year was a pivotal year for Italy’s telecommunications sector, marked by significant events such as Tim’s divestment of its network and the impending merge…he French,conversely,despite vodafone’s courtship has failed,did not stop studying other options and among these also Tim. The return and intensification of the rumors of the last few days could suggest that the group,which has also given Lazard and Mediobanca the assignment of Advisor,is ready to move on to the action even if to date,according to what is learned,a Operation has not yet been structured. Benedetto Levi and Thomas Reynaud would have presented last week to the Minister of Economy Giancarlo giorgetti and the head of Cabinet of Palazzo Chigi Caputi a vision on the TLC market and on the need for a consolidation together with the reassurances on employment levels and no to a stew.
It starts from here, but on the road to follow to get to the consolidation there are still no hypotheses if not exclude that Iliad can launch an Opa on Tim. Returning to TIM numbers, the Consensus published on the group website sees analysts expect for 2024 revenues growing by 2.9% to 14.46 billion, an Ebitda increasing by 8.4% to 4.34 billions and a decrease in 7.35 billion euros.For the fourth quarter,in particular,analysts expect revenues for 3.73 billion (+1.3%) and revenues from services for 3.51 billion (+2.8%), with the domestic business seen in the growth of 0, 9% to 2,481 million euros and TIM Brasil to 1,032 million euros, increase of 6.8%.
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EU Telco Consolidation: TIM Could Be the Blueprint for the Future of the Industry
Table of Contents
The European Union is aiming to consolidate its telecommunications operators to create formidable challengers that can compete with leading global tech firms, notably those in the US. Recent developments involving Telecom Italia (TIM) and potential acquisitions by private equity firms could set a precedent for future EU telco consolidation.
Interview with Telco Industry Specialist, Alexandra Smith
We sat down with Alexandra Smith, a renowned expert in the telecommunications industry, to discuss the recent trends and implications of TIM’s potential acquisition and the broader context of EU telco consolidation.
Consolidation Trends in the EU Telco Industry
Senior Editor: Alexandra, can you provide some insights into the current trends in EU telco consolidation?
Alexandra Smith: Certainly. the EU is looking to consolidate its telecom operators to create more robust and competitive entities. This consolidation aims to challenge the dominance of global tech giants and improve the overall competitiveness of European companies in the global market.
TIM and Potential Acquisitions
Senior Editor: How does TIM’s potential acquisition by private equity firms fit into this broader trend?
Alexandra Smith: TIM’s potential acquisition is a significant development. It suggests that the EU is open to involving private equity firms to drive consolidation. This could be a starting point for more extensive consolidation efforts across the EU, where governments might retain partial ownership in the wholesale providers to maintain strategic control.
Impact on Telecom revenues
Senior Editor: Telecom revenues in Italy have seen a significant drop over the past decade. How might consolidation help mitigate this issue?
Alexandra Smith: The price war in Italy has led to a dramatic drop in telecom revenues, from EUR41.9 billion in 2010 to EUR27.2 billion in 2023. Consolidation could help stabilize and potentially increase revenues by reducing competition and allowing for more strategic pricing.
Role of Iliad and CVC
Senior Editor: What roles do Iliad and CVC play in this consolidation process?
Alexandra Smith: Iliad has been actively discussing consolidation with senior executives from the Ministry of Economy. They aim to end the price war and stabilize the market.CVC, conversely, is another key player that could drive consolidation efforts. TIM is expected to be a buyer rather then a seller in these transactions.
Regulatory and Investment Challenges
Senior Editor: What are the main regulatory and investment challenges facing the Italian telco sector?
Alexandra Smith: The Italian telco sector faces significant regulatory hurdles and investment challenges. Last year was pivotal, with events like TIM’s divestment of its network and potential mergers. Regulatory approvals and ensuring employment levels are critical factors in these consolidation efforts.
Future Outlook
Senior Editor: What does the future hold for the Italian telco industry?
Alexandra Smith: The future looks promising but uncertain. There are rumors of Iliad launching an OPA on TIM, but no structured operation has been finalized. The sector is at a turning point between investment and regulatory changes. Analysts expect TIM’s revenues and EBITDA to grow in 2024, indicating a positive outlook despite the challenges.
Conclusion
Senior Editor: Alexandra, what are the main takeaways from our discussion?
Alexandra Smith: The main takeaways are that EU telco consolidation is a strategic move to compete globally.TIM’s potential acquisition is a significant step, and consolidation could stabilize revenues and improve competitiveness. However, regulatory and investment challenges remain, and the future will depend on successful navigation of these hurdles.
