Telco M&A strategies: Global analysis

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Telcos with a clear focus on what they are trying to achieve will do better at the risky business of M&A. So who’s buying what, and who’s doing well?

Note: that the Excel dataset is not included with this product. To purchase access to this dataset get in touch at contact@stlpartners.com

Description

Format: PDF filePages: 37 pagesCharts: 15Author: Kesley BeuningPublication Date: August 2018

Table of Contents

  • Executive summary
  • Key findings
  • Recommendations
  • Introduction
  • Drivers for telco M&A and majority investment
  • Why digital M&A and not partnership or minority investment?
  • Key trends in digital M&A
  • The past 12 months: Levelling the playing field
  • M&A over time: Telco 1.0 still in focus
  • What sectors are attracting the most interest?
  • Evaluating telco digital investment strategies
  • Mapping strategies in digital M&A
  • Is there a benefit to focus?
  • Operator M&A strategies in detail
  • Updates: Singtel, Telstra and Verizon
  • New player to watch: SK Telecom’s multifaceted bet on IoT
  • Recommendations

Table of Figures

  • Figure 1: Drivers for telco M&A and majority investment – traditional and digital
  • Figure 2: Continuum of investment in digital capabilities
  • Figure 3: Benefits of different digital investment strategies
  • Figure 4: Number of digital M&A transactions over the period H2 2017 – H1 2018 by operator and region
  • Figure 5: Number of digital M&A transactions from 2012 – H1 2018 by region
  • Figure 6: Number of digital M&A transactions over the period H1 2012 – H2 2017 by operator and region
  • Figure 7: Percentage of digital versus operator M&A (number of acquisitions) from H1 2012 – H1 2018
  • Figure 8: Percentage of digital versus operator M&A (US$ spent on acquisitions) from H1 2012 – H1 2018
  • Figure 9: Areas of acquisition or majority investment H2 2017 – H1 2018
  • Figure 10: Map of digital M&A commitment to investment and strategic focus, H1 2012 – H1 2018
  • Figure 11: Map of digital M&A commitment to investment, H2 2017 – H1 2018
  • Figure 12: Level of focus versus change in market capitalisation, H1 2012 – H1 2018
  • Figure 13: Level of focus versus 5YA profit margin, 2013 – 2018
  • Figure 14: Singtel Group Digital Life revenues and EBITDA, Q4 2017 – Q4 2018
  • Figure 15: An overview of SK Telecom’s acquisitions: H1 2014 – H1 2018

Technologies and industry terms referenced include: acquisition, digital, ict, Investment, IoT, M&A, media, merger, security, Singtel, SK Telecom, Strategy, Telco, Telstra, transformation, Verizon