EMEA Telco Leaders – Page 14
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Financial & PerformanceDeutsche Telekom Q1 FY24 Highlights: low-key Europe division gets a rare ‘star’ turn
Q1 FY24: No nasty surprises, but some emerging challenges, as DT nears the end of its current strategic phase.
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Financial & PerformanceDeutsche Telekom Q1 FY24 Spend: German fibre costs continue to irk Illek
Group concerns over cost control in German fibre buildout remain evident, as home market capex jumps more than 25% and CFO warns of more contract pain to come.
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Financial & PerformanceDeutsche Telekom Q1 FY24 In-depth: rare sight as Europe takes up the US slack
DT ship remains on course despite some sputtering of its main US engine.
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Financial & PerformanceDeutsche Telekom Q1 FY24 Guidance: focus builds on cashed-up DT’s shopping list
Q1 FY24: Group continues to project healthy jumps in revenue, earnings, and cash flow expected in FY24.
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Network & InfrastructureVodacom sues regulator and MTN over alleged improper spectrum sharing
Suspicions on MTN’s perceived overperformance in Ookla testing prompted Vodacom to investigate its rival’s spectrum practices, and allege malpractice in new court filings.
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M&ATelefónica, Asterion ‘gearing up’ to put data centre asset in play
Bidding for data centre operator reportedly set to begin “in the coming weeks”, shortly after firming up major capacity expansion agreement with hyperscalers.
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Network & InfrastructureTelekom Deutschland picks up pace on fibre after slow start to 2024
Deutsche Telekom’s home market business adds 190,000 homes to its fibre footprint in April, leaving it with 1.6 million to go to hit its 2024 target.
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PeopleVodafone Peoplewatch: Shared Ops overhaul prompts further procurement shuffle
30+ senior/strategic appointments across Vodafone Group worldwide, including: knock-on effects of ongoing Shared Operations restructure; BizDev leader Philippe Vogeleer’s departure; and new CFO at Vodafone Investments. Vodafone Germany turns attention to Broadband & Entertainment, while Business makes regional changes across Europe. Plus lots more on product and finance fronts, and in Africa, Europe, and Group HQ…
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M&ADigi lands fresh role in OTE’s Romanian exit saga
OTE has signed an MoU with West Network Invest, said to be majority owned by Digi Romania.
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M&AVivo in talks to buy FibreCo Desktop, advance consolidation — report
Brazil’s largest integrated operator reportedly sounding out São Paulo-focused fibre specialist for acquisition. Move would could kick up country’s fibre consolidation and add a million to Vivo’s strategically important fixed-broadband customer base. Read more…
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Partnerships & AlliancesTelefónica extends Google Cloud deal into realm of AI
Group frames three-year extension and expansion of cloud services relationship with hyperscaler as a means to expand in B2B and accelerate digital transformation.
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Network & InfrastructureSafaricom Ethiopia sources locally made towers for network rollout
Safaricom Telecommunications Ethiopia hailed a “new era” for the country’s telecom sector as it prepares to install the first homegrown towers that come with same quality but lower price than imported equivalents.
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M&AT-Mobile grabs first slice in UScellular carve-up
T-Mobile US to spend about $4.4bn on a sizeable customer, spectrum, and operational bolt-after agreeing previously mooted buyout of UScellular.
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PeopleOpenreach corporate affairs and brand chief exits
Catherine Colloms, long-time Director of Corporate Affairs & Brand, has left Openreach after leading the business through its BT split.
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Strategy & ChangeVodafone clarifies climate ambitions, pushes net zero back five years
With the publication of its first Climate Transmission Plan, Vodafone delivers more concrete information on the Group’s decarbonisation plans and expectations, but downgrades an ambition to reach Scope 1&2 net zero.
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Financial & PerformanceBT FY23−24 Highlights: Kirkby unveils sharper BT; investors finally cheer
CEO Allison Kirkby lays out her vision for change, tightening the focus of her predecessor to pitch a simpler, nimbler BT Group with a ROCE mindset differentiated by CX. Network superiority remains central as impetus shifts from build to monetisation, without easing up on the former. With B2B a stubborn drag, the one major diversion from Plan Jansen: now UK-first, Global offloaded…
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Financial & PerformanceBT FY23−24 In-depth: focus shifts from build to connections, monetisation
CEO Allison Kirkby tees up mindset shift from fibre build to networks monetisation, driving connections to grow ARPU, leveraging the sweat and spend of previous FYs. For FY23−24, consistently solid performance at Consumer and Openreach makes up for perennially painful Business…
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Financial & PerformanceBT FY23−24 Spend: capex goes post-peak; further opex savings inbound
Openreach spend declines despite record build, and more to come on both fronts in the next FY. Management tees up another £3bn cost transformation initiative, having exceeded early expectations with the last…
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Financial & PerformanceBT FY23−24 Guidance: consistency with predictable growth by decade-end
As Openreach moves beyond the money pit nadir, BT management forecasts consistent growth by the 2030s. Vague and unqualified expectation for positive momentum comes as Group leverages recent spend for good…
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Products & ServicesVodafone’s TOBi chatbot gets a generative AI makeover from Microsoft
Vodafone reveals early progress with applying GenAI to advance customer experience transformation as part of strategic tie-up with Microsoft.