Why 2025 Won't Prove A Transformative Year For European Telecom M&A
Source: SeekingAlpha
2025-01-16 07:25:00 ET
Summary
- After an eventful 2024, we aren't expecting an overly transformative year ahead for M&A in the telecom space.
- We also don't foresee the creation of a pan-European telecom operator despite recommendations along these lines in the Draghi report.
- Still, look out for a number of smaller transactions, involving private equity, tower companies, and fibre assets.
- A likely acquirer of assets is Iliad, while BT, Vodafone or Liberty Global may look to sell.
By Jan Frederik Slijkerman & Diederik Stadig
No transformative telecom M&A in 2025
We do not see scope for further cross-border consolidation of European telecom markets in 2025. We also see limited room for consolidation within European countries. In previous years, we held a positive view on consolidation in Spain, Italy, and the UK. Now that transformative M&A has materialised in these countries, the scope for in-market consolidation is limited....
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Why 2025 Won't Prove A Transformative Year For European Telecom M&A
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