CLOUD AND AI NETWORKING Fast-track connectivity, capacity, and success
Fast-track connectivity, capacity, and success

Mergers and Acquisitions

2025 has seen major telecom and tech M&A activity, including billion-dollar deals in fiber, AI, cloud, and cybersecurity. This monthly tracker details key acquisitions, like AT&T buying Lumenโ€™s fiber assets and Googleโ€™s $32B move for Wiz, highlighting how consolidation is shaping the competitive landscape.
Orange has reached a non-binding agreement to acquire Lorcaโ€™s 50% stake in MasOrange for โ‚ฌ4.25 billion in cash, aiming for sole control of Spainโ€™s leading operator by customer base. The transaction would shift MasOrange from joint control (Orange and Lorca JVCO, owner of MรกsMรณvil) to full ownership by Orange. Full
TELUS has taken full ownership of TELUS Digital, a move designed to consolidate AI-powered customer experience, SaaS, and automation capabilities across its telecom, health, and agriculture businesses while unlocking material cost efficiencies. TELUS acquired all remaining TELUS Digital shares for US$4.50 per share, valuing the transaction at approximately US$539 million
NEC is moving to scale its cloud and SaaS business support capabilities with a $2.9 billion acquisition of CSG Systems International, positioning Netcracker at the center of the combined telecom monetization play. CSG brings a sizable recurring-revenue portfolio in digital BSS, billing, charging, and customer engagement used by communications, cable,
Infosys will acquire a 75% stake in Telstra's Versent Group for approximately $153 million to launch an AI-led cloud and digital joint venture aimed at Australian enterprises and public sector agencies. Infosys will hold operational control with 75% ownership, while Telstra retains a 25% minority stake. The JV blends Telstra's
Amphenol is acquiring CommScopeโ€™s broadband and fiber connectivity business in a $10.5 billion all-cash deal, its largest acquisition to date. This move boosts Amphenolโ€™s presence in network infrastructure, expanding its portfolio of fiber, copper, and wireless solutions. The acquisition comes as global demand rises for high-speed, low-latency networks supporting AI,
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