TECH SUPPLIER May 2020 - Market Perspective - Doc # CA45063720
Wave of Fibre-Optic Infrastructure Deals Impact Canadian Communications Landscape
This IDC Market Perspective reviews the wave of communications infrastructure acquisitions made in the fibre-optic and cellular tower distribution businesses by two major emerging global infrastructure players in recent months before the COVID-19 pandemic. We also examine the deals among players that have an impact on the C$55 billion-a-year communications landscape.
"Rather than being a brake on telecom infrastructure deals later in 2020 and early 2021, the economic fallout of the COVID-19 pandemic will likely stimulate further infrastructure acquisition opportunities in the wake of revenue slowdowns, depressed share prices, and difficulties obtaining access to capital," says Lawrence Surtees, report author, vice president, and principal analyst, Communications Research at IDC Canada.
Beanfield Technologies Inc., TELUS Corporation, Brookfield Infrastructure Partners L.P., Rogers Communications Inc., Bell Canada, Cogeco Communications Inc., RISQ Inc., Shaw Cable Communications Inc, SaskTel International, Utilities Kingston, Allstream Inc., F6 Networks Inc., Hydro One Telecom Inc., Aptum Technologies Inc., Vidéotron, ORION Holdings Corp., Eastlink, Digital Colony Management, LLC, Xplornet Communications Inc.
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