2024 will see the investor community assess the impact of AI on potential M&A targets in order to understand growth drivers and forecast...
M&A activity across the EU was more sluggish in 2023 than previous years, not because of a shortage of opportunity but because of process delays....
Infrastructure carve-outs are increasingly considered by operators as a means of creating value to their shareholders and by infrastructure investors...
There has been an impressive number of investments in fibre networks. Competition between potential investors is expected to be fierce. However, the...
Following a lengthy series of developments within the three large Saudi Arabian MNOs, STC was the first to take an initiative and established its...
The mobile telecoms industry in Africa has burgeoned in recent years, but slowing revenue growth, increasing costs and shareholders demanding returns...
The recent $1.4B implied Enterprise Value of the Marlink transaction that was announced recently makes analysts like us at NSR pause – are there...
At Analysys Mason, we have helped several investors avoid such pitfalls by conducting technical due diligence that involves the forensics of raw...
LONDON, UK, 9 February 2023 | Analysys Mason, a world-leading management consultancy focused on telecoms, media and technology (TMT), has...
Telecoms providers are facing a crucial dilemma; they either have to invest to keep up with the market demand or sell off parts (or all) of their...