Headlines – Page 2
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PeopleBT Peoplewatch: high-profile exits at Group, Openreach, amidst digital imports
20+ senior and strategic changes at BT, including a transformation guru brought in from KPN to lead Business recovery; policy and regulation in focus at Group level; IT architecture swaps at Digital; and convergence expertise imported to support EE ambitions…
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Products & ServicesNew startup seeks to bring UK telcos into adtech
Industry veteran hopes to drum up UK operator support for a new aggregator platform to bring together ad sales and performance measurement powered by telco data.
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M&ALiberty mulls M&A opportunities for Virgin Media O2’s NetCo
Liberty Global CEO Mike Fries still “looking actively” at possible altnet acquisitions, noting potential for VM O2’s planned FibreCo spin-off to serve as a vehicle for consolidation in the UK’s fibre market.
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PeopleVodafoneZiggo appoints Sky’s van Rooyen as new CEO
Stephen van Rooyen named CEO at Vodafone−Liberty joint venture, set to join in September.
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Financial & PerformanceInfra investors line up for stake in Virgin Media O2’s new NetCo
Q1 FY24: Liberty Global CEO Mike Fries says Boston Consultancy Group and Deloitte hired for financial and project planning, as investors appear interested in fibre spin-out plans. Despite confidence in fibre growth opportunity, VM O2’s fixed customer base declined in an overall uneasy quarter for the operator…
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Network & InfrastructureOpenreach targets 30m full-fibre premises, nexfibre calls for altnet ramp-up
At Connected North in Manchester, Openreach optimism was juxtaposed by altnet consternation about the state of the UK fibre market.
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Network & Infrastructure25G/50G slow-go: Openreach may hold out till 2030s on next-gen fibre tech
In depth report — two of the UK’s biggest fibre wholesalers have dampened expectations of imminent 25G and 50G PON upgrades, despite prep-work. Virgin Media O2-backed nexfibre sees no “imminent” case for commercial launch. Openreach also wants greater energy efficiency and to maximise older-gen GPON value extraction, with point-to-point eyed for enterprise. Read more…
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M&AVodafone ‘not well managed’ suggests disgruntled Xavier Niel
Vodafone minority shareholder Xavier Niel has cast doubt on Vodafone management’s strategic vision in a Sunday Times profile that followed the sale to Swisscom of the Vodafone Italy business he has long coveted.
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PeopleTelefónica Peoplewatch: tech leadership changes in TV, fixed, and Peru
March 2024 update: new CFO at newly merged digital innovatio unit, directors appointed to aid digitalisation efforts, nexfibre and Telxius gain key appointments, communications leadership at O2 Germany overhauled, ex-O2 Germany CEO joins board at IT service provider…
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EventwatchAWS: the buzz at MWC is the sound of getting things done
Another full-on Mobile World Congress proved itself to be about far more than just talk as we saw operators and their partners coming together with exciting proofs that the sector is ready to reap the benefits of all the intense network and ecosystem investment. Generative AI was a bright thread ...
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EventwatchSpecial Report: AWS telco commitment takes generative AI up a level at MWC
TelcoTitans explores the backdrop and impact of Amazon Web Services at Mobile World Congress 2024, where the dynamically different event presented a microcosm of the new telco industry. Featuring insight from senior AWS figures on critical new technologies, the cloud platform giant is setting out its stall to support the sector as it crosses into its techco future…
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M&ACellnex chases VM O2-Vodafone UK infra-sharing renewal to reassure investors
Virgin Media O2 and Vodafone in ‘advanced’ talks with Cellnex, amidst consolidation uncertainty. Cellnex sees ‘positives’ and ‘some challenges’ in European M&A spectre. Learn more from the InfraCo major’s latest Capital Markets Day…
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Network & InfrastructureLiberty eyes network-sharing deals in a “couple of markets”
MWC: Liberty Global CEO Mike Fries says network-sharing holds potential as part of broader need for telcos to up their partnering game and “return to profitable growth”.
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Network & Infrastructure‘Focus and finance’: Telefónica sees UK NetCo adding fuel to fibre build
Virgin Media O2’s co-parent paints new, networks-focused UK business as an engine to accelerate roll out and monetisation of fibre connections.
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Network & InfrastructureLiberty flags AWS partnership, taking NaaS ‘to the next level’
Latest from Liberty as busy Group talks up AWS, VodafoneZiggo collaboration on APIs set to go live commercially later in the year; tees up more to come at next week’s MWC…
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Opinionnexfibre CEO: Sustainable competition in the UK fibre market is crucial to long-term growth and innovation
OpEd: Rajiv Datta, CEO of leading FibreCo (and £4.5bn InfraVia-Liberty Global-Telefónica JV) lays out manifesto for an open and future-proof UK fibre market, aspiring beyond the basics and connectivity doldrums to lift society and the digital economy. With nexfibre at forefront…
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Strategy & ChangeLiberty builds Benelux HoldCo in pursuit of VodafoneZiggo−Telenet synergies
Liberty Global continues to dance around an unblinking Vodafone, which is said to be considering strategic implications of new Benelux holding company established to optimise stakes (adding potential tax efficiencies, management synergies and financial freedoms)… move also features fixed-mobile convergence, opportunistic infra monetisation, regional and other investor bait…
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Network & InfrastructureVirgin Media O2 fibre NetCo carve out coming for Openreach (and ISP clients)
Potential number-two NetCo to be created by VM O2 and owners Liberty Global and Telefónica, with the aim of creating a scale wholesale fibre challenger; open to M&A consolidation; nexfibre remains arms length…
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Venturing & Investmentsnexfibre readies billion-pound spend to snag second spot in UK fibre build race
£1bn to be pulled from funding pot as wholesale NetCo looks to identify as second in 2024’s UK fibre race, in terms of both additions and overall challenger build-out; confirmed remaining outside of VM O2 NetCo carve out…
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Financial & PerformanceVirgin Media O2 rejigs spend plan and strategy as well of merger gains starts to dry up
UK operator seeks to put more fuel in its earnings tank through ‘incremental’ investments in customer experience, digital, fibre sales, and new products this year. Move comes amid wider, dramatic refresh of VM O2 business with the operator kicking off process of NetCo-ServCo split.