Telecoms Industry Update: Regulatory Crackdowns, Market Growth, and Strategic Telecom Shifts

Telecoms Industry Update: Regulatory Crackdowns, Market Growth, and Strategic Telecom Shifts

Ofcom Closes Loophole Exploited by Criminals

The UK communications regulator, Ofcom, has banned mobile operators from leasing “global titles,” a practice that allowed criminals to intercept calls and messages, including sensitive information like banking codes. The ban is effective immediately for new leases, with existing agreements to be phased out by April 2026.

Source: https://www.theguardian.com/technology/2025/apr/22/ofcom-bans-technical-loophole-used-by-criminals-to-intercept-mobile-calls-and-texts

Verizon Reports Strong Q1 2025 Financials

Verizon posted strong first-quarter results, with wireless service revenue growing 2.7% year-over-year to $20.8 billion. The company credits this to diversified offerings and a focused segmentation strategy.

Source: https://www.globenewswire.com/news-release/2025/04/22/3065324/0/en/Verizon-delivered-strong-financial-growth-with-industry-leading-wireless-service-revenue-in-1Q-2025.html

Telecom Vendor Market Rebounds

After nine consecutive quarters of decline, the global telecom vendor market saw a 2.2% year-over-year rise in Q4 2024. Recovery in regions outside China helped offset Huawei’s decline.

Source: https://www.globenewswire.com/news-release/2025/04/10/3059423/0/en/Telecom-Industry-Sees-Resilience-in-Vendor-Market-Vendor-Market-Climbs-2-2-YOY-in-4Q24-to-End-Nine-Quarter-Slide-as-Broader-Recovery-Offsets-Huawei-Dip.html

Central America Telecom Markets Show Opportunity

Costa Rica and Guatemala are emerging as key growth regions:
– Costa Rica: Expected CAGR of 1.2% (2024–2029) from mobile data and broadband.
– Guatemala: Mobile data revenue CAGR of 10.5%, with expanding 4G and 5G coverage.

Source: https://www.globenewswire.com/news-release/2025/04/21/3064515/0/en/Guatemala-Telecom-Operators-Country-Intelligence-Report-2025-with-Focus-on-Tigo-Guatemala-Claro-Guatemala-Cablenet-and-Movistar-Guatemala.html

The FCC’s new rules (effective April 11, 2025) require enterprises to categorize all messaging and voice calls and respond immediately to opt-out requests across matching or higher tiers.

Source: https://natlawreview.com/article/april-11-2025-coming-reminder-new-fcc-revocation-rules-video

Poste Italiane Becomes Major Stakeholder in TIM

Poste Italiane now owns a 24.8% stake in Telecom Italia (TIM), becoming its largest shareholder and potentially paving the way for a merger with Iliad.

Source: https://www.reuters.com/business/media-telecom/poste-open-exploring-telecom-italia-tie-up-with-iliad-sources-say-2025-04-01/

MasOrange IPO Plans and Fibre Expansion

MasOrange, Spain’s largest mobile operator, is planning an IPO in 2026 and exploring a joint fibre optic venture with Vodafone Spain to serve 12 million+ premises.

Source: https://www.ft.com/content/f2d0d307-6b7a-4c4b-82c5-a95f0e30fb82

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