Analysis

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Telefónica’s M&A Ambitions Meet Reality Check After Q2 Results

Telefónica’s second-quarter results offered a mix of operational stability and strategic restraint.…

Delta and Aeroméxico Await US–Mexico Deal As Antitrust Immunity Nears End

Delta Air Lines and Aeroméxico find themselves at the center of escalating…

Microsoft, Google & Amazon Soar in the Cloud While Watchdogs Hit Snooze

The latest earnings season delivered another round of impressive results for the…

Global Payments–Worldpay Clears US Antitrust Hurdle, The Tough Part is Yet to Come

Global Payments’ proposed $24.25 billion acquisition of Worldpay would create one of…

How ADNOC’s Capital Injection Changes Covestro’s Financial Metrics— And Why It Matters

Covestro is getting a much-needed capital boost. As part of its planned…

In COFECE’s Probe, Banorte Faces Higher Risk Than Santander—BBVA Cleared

Mexico’s Federal Economic Competition Commission (COFECE) has formally accused around 21 entities…

Google’s Q2 Results Outshine Legal Headwinds in the UK and Europe

Last week, Google reported its Q2 results, once again beating expectations and…

UniCredit Ends Banco BPM Deal, Is the Next Target in Poland?

UniCredit has run out of patience with the Italian government. On Tuesday,…

Profits and Regulatory Headwinds Tip the Scale on JustEat vs. Delivery Hero

Prosus, the global tech investor behind several major food delivery platforms, is…