Latest Liberty Global Insight – Page 6
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Financial & PerformanceRevenue flat at UK telcos’ M&A sherpa
Robey Warshaw sees slight dip in takings despite recruitment of former UK Chancellor George Osborne.
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Strategy & ChangeServing to stay in the game: McKinsey on risk-reward of going infra-free
Consultants argue that when telcos strip consumer businesses down and become ServCos, weaknesses hidden by network profits may be exposed.
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M&AFTTP buyer’s guide: consolidation rife among UK altnets
Fibre-building upstarts and established incumbents target multimillion-premises infrastructure within next several years, putting M&A on agenda for many.
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Network & InfrastructureDigitalBridge builds double infra Vantage point in Europe
Vantage Towers investor expanding separate Vantage Data Centers operation in Europe, as it ploughs more money into digital infrastructure plays.
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M&ATelefónica ‘confirms interest in UK towers stake’
Cornerstone joint venture parents looking at potential divestment from towers business.
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PeopleBT’s Pat Coxen named CEO at Cornerstone
Virgin Media O2–Vodafone infrastructure JV Cornerstone appoints Pat Coxen to top spot.
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Financial & PerformanceTesco Mobile gets momentum back
UK MVNO giant highlights plans for reorg of teams, shops, and ways of working as it reports a return to growth following pandemic.
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Partnerships & AlliancesVirgin Media O2 partners FleetCor on move to EVs
Drivers to receive direct reimbursement for both on-the-go and home charging.
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Network & InfrastructureLiberty Global plots DOCSIS 4.0 strategy amid ecosystem concerns
Group CTO outlines benefits of new HFC technology despite current small ecosystem.
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PremiumVM O2 fibre wholesale talks “not easy”, says Schüler
CEO Lutz Schüler in “balancing act” with prospective wholesale customers.
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Strategy & ChangeCautious Virgin Media O2 seeks ‘balance’ in fibre wholesale talks
CEO Lutz Schüler in talks with prospective wholesale customers.
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Network & InfrastructureTelefonica, Liberty unveil fibre JV with InfraVia Capital
Virgin Media O2 owners agree new 50:50 JV with investment firm to fund greenfield FTTP rollout.
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Network & InfrastructureDT picks Brookfield and DigitalBridge as EU tower allies
Group agrees sale of 51% stake in Austrian and German towers business.
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OperationsBracken cools VM O2 ServCo prospects, but fibre JV on track
Liberty CFO Charlie Bracken talks up management benefits of separating infrastructure from service, but imminent hard split not on the cards.
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PremiumTelefónica people moves: German fibre JV swaps CTIO
Unsere Grüne Glasfaser brings de Santos in for Vílchez, whose ‘development’ work has come to a close.
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Strategy & ChangeLiberty exec predicts ‘end of an era’ for altnet funding
Chief Development Officer Andrea Salvato warns altnets of rocky macro period, set to shake up challenger funding.
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PeopleLiberty snags Vodafone’s Suceveanu to lead converged tech
Madalina Suceveanu leaves Vodafone after eight years.
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PremiumLiberty refreshes catch-up TV features
In ‘super aggregator’ era, broadcast TV is “still very relevant”.
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Financial & PerformanceVodafoneZiggo ‘prioritises customer experience’, reports “solid” Q1
Preliminary Q1 FY22 results show 37,000 mobile contract additions, taking VfZ beyond five million SIMs. Suffers inevitable impact of losing F1 rights in 2021, though damage appears contained. VodafoneZiggo pledges to supply all customers with 1Gbps connection by the end of the year.
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PeopleFries outstrips Read on earnings front
Liberty Global CEO Mike Fries took home $62m in FY21, putting him ahead of peers at fellow large telcos including Vodafone’s Nick Read.