Digest of September 11, 2025

Business Deals & Market Moves

• Telefonica eyeing asset sales + M&A to reshape presence in Europe: New CEO Marc Murtra is reportedly exploring selling off Latin American units (Argentina, Uruguay, etc.) to free up ~€3.6B for acquisitions in Europe (Germany, UK, Spain, Brazil), pushing for relaxed EU rules on telecom consolidation. 

• SpaceX agrees a $17B deal with EchoStar for spectrum rights: SpaceX will acquire EchoStar spectrum to enhance its Direct‑to‑Cell/wireless capacity including rural connectivity; deal includes cash, stock, and assumption of interest payments. 

Industry & Tech Trends

• DOCSIS infrastructure spending collapsing while fiber & FWA gain traction: According to Dell’Oro via Light Reading, investment in DOCSIS and related CPE has plunged to its lowest since 2009; growth is shifting toward fiber and fixed wireless access. 

• Data center physical infrastructure grows strongly: Q2 2025 saw ~18% year‑over‑year growth in data centre physical infrastructure spending. 

Regulatory / Political

• Calls from Telstra’s leadership for streamlined regulation: The Telstra chief urges reduction in red tape and more facilitation for digital infrastructure deployment in Australia.