During the earnings call, the CEO of TIM said that the company had recently sent a formal letter to Inwit reiterating the proposal originally made at the start of discussions
In sum – what to know
Poste integration – Poste Italiane assumed direction and coordination of TIM on September 30, with joint work focused on commercial, industrial, and network synergies.
Inwit negotiations – TIM has formally reiterated its original proposal and is seeking progress by March or early April before considering its next steps.
FWA implementation – During the earnings call, TIM’s chief executive officer said that the company is assessing FWA and satellite as alternatives to fiber in some areas.
Telecom Italia is seeking to use Poste Italiane’s arrival as its main shareholder to accelerate its commercial and network strategy, while pressing ahead with negotiations over tower company Inwit and adjusting its approach to fixed broadband access.
Poste formally assumed direction and coordination of TIM on September 30, following its tender offer. TIM’s chief executive officer Pietro Labriola said that the change would accelerate, rather than redirect, the company’s existing strategy. “Importantly, this is not a change in direction for TIM, but rather an acceleration,” he said during the company’s third-quarter 2026 earnings call.
Integration work between the companies is underway, with a focus on commercial, industrial, and network synergies. TIM wants to combine its connectivity, digital platforms, and enterprise capabilities with Poste’s customer reach, distribution network, technology, and physical presence. The retail strategy includes linking Poste’s digital ecosystem with MyTIM to create more customer touchpoints and cross-selling opportunities, while preserving both brands.
For enterprise customers, TIM sees scope to combine its connectivity, data center, cloud, cybersecurity, AI, and IoT capabilities with Poste’s assets. Labriola gave no synergy targets or integration timetable, and said Poste should address TIM Brasil’s strategic importance within the wider group.
Inwit proposal remains on the table
TIM has formally renewed its proposal to Inwit as it seeks a negotiated solution to the issues between the companies. During the earnings call, Labriola said TIM recently sent a formal letter to Inwit reiterating the proposal originally made at the start of discussions. “What we are offering today is exactly what we formally sent them at the beginning of all the discussion,” he said. He added: “I don’t want to fight just for the sake of fighting.”
TIM prefers an agreement but is preparing to proceed further if there is no progress by March or early April, Labriola said. He described the project, including network separation, as complex. He did not disclose the proposal’s terms.
The dispute centers on long-term tower agreements between Inwit and its anchor tenants. Earlier this year, Italian operators TIM and Fastweb + Vodafone formally initiated the process to terminate its master service agreement with Inwit. Fastweb + Vodafone stated that the agreement would expire at the end of March 2028 in line with contractual notice periods. However, Inwit maintains that the agreement remains valid until 2038 and previously described the termination notice as unlawful and lacking industrial rationale.
TIM had also said the termination would take effect in August 2030 under current contractual terms, or potentially March 2028 if legal interpretations confirm an earlier change-of-control trigger. The operator framed the decision as part of efforts to optimize infrastructure costs and maintain flexibility in managing network assets. Inwit has strongly rejected this position, maintaining that the agreement with TIM remains valid until August 2038
FWA and satellite to complement fiber
TIM is assessing access technologies according to service quality and economics following the sale of its fixed access network. Labriola emphasized that TIM sold the last mile while retaining its backbone, which he described as increasingly strategic for traditional connectivity and AI.
FWA is one option for providing connectivity where fiber is unavailable, but Labriola said it would not be a complete replacement for fixed broadband. Satellite could serve remote areas where neither fiber nor FWA is available. The company is therefore considering different access technologies according to local availability and service requirements.
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