All the latest key telecoms and digital infra insight, news and analysis from Germany.
ISS, DT’s facilities management supplier in Germany, updates on long-running disagreement centring on major, long-term deal gained with operator in late-2010s. Danish outsourcer caveats cash flow forecast for FY25 amid uncertainty over proceedings’ outcome. Final arbitration hearing now tabled for July.
Consultancy Eight Advisory highlights rise of emerging challengers to Europe’s dominant ‘FLAP-D’ metros, aided by greater availability of power, land, and labour resource elsewhere. Learn more…
Operator adopts vendor’s OpenShift Platform Plus solution as foundation for core and edge infrastructure revamp.
As one part of DT flags experiments with fibre-based earthquake monitoring, ructions of a different kind will be on the minds of Group leadership as elections loom and geopolitical heat rises. Read more…
A new twist has emerged in Germany’s ongoing spectrum saga as the Federal Cartel Office criticises the telecoms regulator’s plans for licence extensions this year, leaving mobile operators in doubt about the shape of their future spectrum holdings.
30+ senior and strategic changes including a new Investments & Strategy lead; UK exec refresh; more in the Germany ExCo overhaul; a move from Vodafone to shareholder e&; and a data centre swap in Turkey…
Latest from Vodafone as Q3 earnings are digested, leaving investors with a sour taste but management still hungry (and expectant) for a turnaround in the near future. Major executive changes in UK and Investments; MOCN shared network deal goes live in Oz; massive capex uptick in India; strategic deals signed with Mobily, Advantage; more…
A new twist has emerged in Germany’s ongoing spectrum saga as the Federal Cartel Office criticises the telecoms regulator’s plans for licence extensions this year, leaving mobile operators in doubt about the shape of their future spectrum holdings.
Q3 FY24–25: Patience on Vodafone’s turnaround prospects shown to be wearing thin after German shortcomings prove too much, and management attempts to promote good news from elsewhere fall flat. Although there are positives, there is plenty of work to be done by Margherita Della Valle to keep the markets on-side in the interim…
Q3 FY24–25: Prior year investment beginning to pay off, if management is believed, but mammoth task remains in the Group’s largest market. CFO Luka Mucic satisfied with capital allocation and intensity, without getting carried away…
Q3 FY24–25: Shoddy numbers of Vodafone Germany drag down Group performance, but good work in rest of Europe and Africa provides some distracting positivity.
Another busy and engaging week at Telefónica as new CEO Murtra heads off on a world tour, new stakeholder stc firms up an expanded and now-strategic stake in the operator, and Telefónica Tech builds out its portfolio in cybersecurity and GenAI. Read more…
Un-Carrier continues to build out its growth platform as it reports FY24 figures, mooting a wider play in satcomms and assuring over the strength of its prepaid business. Read more…
Q3 FY24–25: insipid performance of largest OpCo overshadows promise elsewhere, spooking investors, with forced cable TV unbundling only part of mushrooming problems. There is light at the end, if management is believed, but tunnel keeps getting longer…
Latest from Vodafone and its interests, including major satcomms advancement; more senior changes at European OpCos; work ethic advocacy in Germany; more…
As José María Álvarez-Pallete’s near-nine year leadership comes to an unexpected and abrupt end, we look at the implications for the Group’s domestic and international businesses. Read more…
