A breakdown occurred on 11 September and continued until the next day in the departments of Tarn and Aveyron. The authorities said: "Following deliberate damage to two relay antennas, 52,000 Bouygues and SFR subscribers were affected by a loss of network".

The exact details of this failure were not communicated, but the authorities nevertheless made it clear that it was in no way accidental. Indeed, a relay antenna and a TDF pylon were set on fire in Albi.

These actions were also denounced by the Secretary of State for the Digital Economy, Cédric O, on Twitter: "I strongly condemn the arson of a TDF tower which affected the network of SFR and Bouygues Telecom subscribers, and the communications of 50,000 people in the Tarn and Aveyron."

This event takes place in a very particular context. For more than a year now, we have been witnessing arson attacks on 5G antennas throughout France and Europe. While the police are investigating, some do not hesitate to claim responsibility for their acts, as was the case with the anarchist movement, according to Ouest-France.

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Source : Presse citron

InfraNum has just announced "a major agreement between operators to improve the quality of connections and guarantee the durability of fiber networks in France". The quality of the operations of connection to the optical fiber is currently under fire, the federation of digital infrastructure manufacturers is trying to reassure. A framework has therefore been put in place and will be set out in numerous agreements between access providers and network operators... some of which have yet to be signed.

For 18 months, infrastructure operators (RO) and commercial operators (CO) have been working together to draw up these new Stoc contracts (for commercial operator subcontracting). The aim is to improve an operating mode that everyone is keen to maintain: the Internet access provider (OC) connects its subscriber, as a subcontractor of the network operator (RO).

Indeed, in the face of the influx of demand, its defenders argue that this is the most efficient way to operate in order to make things happen quickly. But not to do well, retort the detractors of the Stoc mode denouncing degradation, connection failures or access cuts.

The Stoc mode is therefore striving to make its transformation, "to improve the quality and safety of interventions, the processes and speed of connection, and the training of those involved". InfraNum therefore announces that discussions between network operators and ISPs have led to progress in three areas:

• "Improving the safety and quality of interventions", with in particular the "realization of joint audits and the introduction of sanctions that can go as far as the exclusion of a subcontractor in case of contractual failure".
• "Increase transparency" through a system for monitoring interventions and "control by an artificial intelligence system" on the side of the network operator".
• "Rebalancing maintenance costs: between ROs and COs, collective coverage of network restoration costs, according to a distribution key approved by the Arcep".

While the industry federation assures that "the first signatures have already taken place for rapid generalization and immediate implementation," it concedes, however, that this "new contractual framework" has not yet been fully deployed.

For example, network operators Axione and Altitude Infra have signed "with the majority of OCs", while things are "on the right track" for TDF. On the other hand, there is nothing on the progress of discussions with Orange and SFR, which have the particularity of being both commercial operators and network operators, particularly in public and private initiative zones.

A little more patience therefore before this new major agreement is implemented in unison on all networks and between all operators and ISPs. The interest for stakeholders is that it "avoids imposing a regulatory decision". The Arcep is currently conducting a consultation on the subject.

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Source : DegroupTest

Spanish company Cellnex has just acquired the entire portfolio of 10,500 French mobile sites from Hivory, SFR's TowerCo. Effective by the second half of 2021 and subject to approval by the authorities, the transaction was valued at 5.2 billion euros for Cellnex. It will also include an additional investment program of 900 million euros to deploy 2,500 new sites by 2029.

With this transaction, Cellnex is at the forefront of the mobile infrastructure market in France. Present in France since 2016 through its local branch, the group had more than 9,000 mobile sites throughout the country by 2020. The acquisition of Hivory puts Cellnex in the shoes of the sector leader, with nearly 20,000 mobile sites (antennas and rooftop terraces) across the country.

As under the agreements entered into by Bouygues Telecom and then Free with Cellnex, SFR is expected to remain the tenant of its former mobile infrastructure network for a period of at least 18 years, renewable for periods of 5 years.

The agreement signed with SFR illustrates the Group's strong ambitions in France and Europe. The Spanish mobile infrastructure champion has therefore just acquired one of its main competitors on the French market.

Now only TDF and the future TowerCo of Orange France remain on the French market to face the Spanish giant. This puts the latter in a comfortable position, before its new capital increase. This should enable it to finance a portfolio of acquisition projects, part of which has already been committed for the acquisition of Hivory in France and the integration of Deutsche Telekom's sites in the Netherlands.

For fiscal year 2019, the Group recorded a 15% increase in total revenues for the year and a 16% increase in EBITDA compared to the previous fiscal year. With operations in Spain, Italy, the Netherlands, France, Switzerland, the United Kingdom, Ireland, Portugal, Austria, Denmark and Sweden, the Spanish ogre now has a fleet of 120,000 sites, 75,000 of which are operational, with the remainder being acquired or deployed by 2028.

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Source : ZDNet

Created under the protection of the State following the break-up of the ORTF, the group with 14,000 pylons and flat roofs decided to sell its shares in the telecoms equipment provider. To this end, the group's current shareholders - Brookfield, APG, PSP, Arcus and Crédit Agricole Assurances - have mandated Morgan Stanley and BNP Paribas banks. If in 2014, TDF had been sold for approximately €370 million, its results having stabilised since then, the transaction would now exceed €3.5 billion.

With 13,900 sites, TDF infrastructure funds are keen on this type of long-term asset. Indeed, such opportunities are rather rare " It is an asset for infrastructure funds, family offices and pension funds. Manufacturers in the sector have few synergies to generate from a possible merger. " says one source.

After difficulties in 2008 following the financial crisis, the group has strengthened its financial structure with debt leverage now below 4 times EBITDA. Especially since the most important deadlines are 2022 and 2026.

At the end of 2018, TDF continued its strategy of refocusing with the sale of Médiamobile and by accelerating in optical fibre. The company was entrusted with the installation of several tens of thousands of sockets by the territories. In addition, several hundred new pylons on transport routes and in rural areas were built last year.

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Source : Les Echos.fr