Telco Chatter May 12: VOD H2 miss, INWIT MSA litigation begins, Connexion JV

Research evidence excerpt

Telco Chatter May 12: VOD H2 miss, INWIT MSA litigation begins, Connexion JV

ennas from the towers. Fastweb and TIM

have provided an indicative timeline of 10 years for the migration. The documents filed by

Fastweb for the hearing emphasise that Inwit and Fastweb are economically co-dependent,

and that the tower company is not the only one financially dependent on Fastweb (and

TIM). Fastweb reportedly emphasised that it would be unable to guarantee services—and

consequently risks losing a portion of its revenue—if it could no longer use the towers

before the migration plan expires. (Source: milanofinanza)

Italian Telcos - regulator opens probe into Fastweb/TIM 5G network deal

Italy's anti-trust watchdog, on ‌Monday, opened an investigation into a deal between

Fastweb and Telecom Italia to jointly build 5G mobile infrastructure and share their

networks. In January, TIM and Fastweb, said they entered a preliminary deal to share

‌mobile networks and speed up the rollout of 5G technology in less populated areas across

the country. The Italian regulator said in its weekly bulletin it had decided to assess, by

April 2027, whether the agreement is in breach of competition laws. (Source: Reuters)

Telenor – Creates JV structure for Connexion with Verdane

Telenor Connexion delivers IoT solutions. In January 2026, Telenor consolidated its Nordic

IoT operations under one brand structure, with Telenor Connexion as the specialised IoT

unit operating under Telenor IoT as the portfolio brand. Telenor has entered into an

agreement with Verdane to establish a joint ownership structure over Telenor Connexion.

The transaction values the company at SEK 7.5bn. Telenor will receive approximately SEK

3.8bn in cash, in addition to a seller credit of approximately SEK 0.8bn, and will recognise