In the first half of 2025, global telecom mergers and acquisitions were valued at $63 billion, marking a 44% increase compared to the same period in 2024. The Americas accounted for 90% of this value. A limited number of high-value deals, particularly the Charter-Cox deal valued at $34.5 billion, significantly influenced the overall increase. Scale-driven acquisitions comprised 70% of the total deal value, aided by trends such as relaxed regulations and lower interest rates, with companies aiming to provide comprehensive wireless and internet bundles.
The vast majority (90%) of the $63 billion came from deals involving the Americas.
Scale-driven deals represented 70% of global deal value this year, up from 38% in the first half of last year.
At $34.5 billion, the Charter-Cox deal had the highest value of all 35 deals, accounting for more than half of global value so far this year.
Although the Bain & Company blog post about telecom M&A doesn't discuss why telecom companies are seeking greater scale, a key reason may be the wireless and home internet bundle.
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