The year 2024 saw some substantial merger and acquisition activity in the fiber broadband space, with Verizon and even T-Mobile getting in on the action. And 2025 could be an even bigger year for fiber broadband M&A activity. This monthly tracker details key acquisitions, like AT&T buying Lumen's fiber assets and Google's $32B move for Wiz, highlighting how consolidation is shaping the competitive. The first half of 2025 unleashed a tidal wave of internet provider mergers and acquisitions that's reshaping how Americans connect to the internet. New Street Research believes wireless and cable operators have 'strong incentive' to pursue more mergers and acquisitions. MoffettNathanson says Cable One is a tempting target, but Charter (who's busy with the Cox deal) and Comcast aren't likely suitors. The cable, fiber and mobile sectors are. What began as a slightly improved market for North American telecommunications M&A in 1H24 has picked up steam in recent months, sending transaction volume to levels not seen in several years. Verizon Communications ' [NYSE, NASDAQ: VZ] USD.
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