by admin | Jun 16, 2015 | 2015 Analyses, All, Analyses, Charlie Reed
As featured in Developing Telecoms By Charlie Reed and Arsene Baliki Over the past decade, the use of Information Communication and Technology (ICT) has grown rapidly in Africa, with Africans using mobile phones, the Internet and email for both work and entertainment....
by admin | May 4, 2015 | 2015 Analyses, All, Analyses, Charlie Reed
In the last week, we have seen ~$3B of transaction value between the Crown Castle/Sunesys and Lightower/Fibertech transactions at multiples as high as ~15x (EV/EBITDA). These are some of the highest multiples the industry has seen in recent history, sparking...
by admin | Mar 23, 2015 | 2015 Analyses, All, Analyses, Charlie Reed
As featured in Jaymie Scotto & Associates ATLANTIC-ACM Partner, Charlie Reed discusses trends in Optical Transport at a JSA TV C-level round...
by admin | Feb 16, 2015 | 2015 Analyses, All, Analyses, Charlie Reed
As featured in Telecom Ramblings Technology is redefining the core products and operations in almost every industry. The role of the CIO (or CTO or CDO, etc.) is becoming central to marketing, operations, product development, customer support, security, financial...
by admin | Jul 17, 2014 | 2014 Analyses, All, Analyses, Charlie Reed
Background: Level 3 announced the planned acquisition of tw telecom for approximately $5.68B in a cash and stock transaction. Analysis: If consummated, the deal will have the following impacts on the market: The deal will help both companies compete. tw telecom will...
by admin | Feb 13, 2014 | 2014 Analyses, All, Analyses, Charlie Reed
Today, the Time Warner Cable merger saga came to a tentative conclusion as Comcast agreed to purchase the company in a deal worth $45.2 billion, or $154 a share. There are many implications in this deal for consumer services, which accounted for 92% of Comcast Cable...