More Latest Insight – Page 24
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Financial & PerformanceDeutsche Telekom FY23 highlights: momentum maintained
Strong, broad-based commercial performance sees DT meet all major financial targets for FY23. Group is no longer a one-trick, T-Mobile pony. Read more…
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Financial & PerformanceDeutsche Telekom FY23 spend: unfinished business on cost control
FY23 session sees ongoing evidence of Group leadership qualms in the area of cost control, amid macro and regulatory uncertainties. Read more…
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Financial & PerformanceDeutsche Telekom FY23 guidance: cash flow becoming a deluge
More jumps expected in revenue, earnings, and cash flow expected in FY24.
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M&ACriteriaCaixa becomes largest Telefónica shareholder with 5%
CriteriaCaixa exerts its muscle at Telefónica as CaixaBank gradually fades away.
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Network & InfrastructureDSIT-funded masts go live as UK’s SRN plugs eco-credentials
The Shared Rural Network is gathering steam and tooting its horn as government cash finally begins to flow to remote 4G sites. SRN management are pushing an environmentally friendly purpose, and operators EE and VM O2 are vying to be seen as programme stars.
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Strategy & ChangeTelefónica said to refinance struggling Peruvian biz again
Group reportedly approves capital reduction and further investment in the country, as unit continues to seek a turnaround after reporting sales and earnings declines in FY23…
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Weekly BriefingsBTwatch Weekly: SME bizmodel shake-up; cybersec gets another partner boost
Latest from BT and beyond, including major changes to the Group’s regional SME IT services model, with more activity brought in-house in latest evolution; BT Business continues to put cybersecurity on the agenda with fresh commercial deal; and Phones 4u imbroglio rolls on with EE not out of the spotlight yet…
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M&AVodacom Tanzania snaps up rival Smile as Saudi investors cut losses
It’s all Smile(s) as Vodacom completes acquisition of small Tanzanian operator with attractive spectrum holding and 4G network presence. Vodacom Tanzania acquired local rival Smile for TZS 68.8bn (£22m/€25m) just two years after Saudi investors spent $235m+ on a rescue deal. The deal delivers access to Smile’s 800MHz and ...
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Enterprise (B2B)BT evolves Local Business with more activity brought in-house
Changes afoot across BT’s SME IT services portfolio as some regional partners step up and others fall away. Pattern emerges of fewer partners holding expanded remits, and BT is not shying away from bringing some regions in-house “where we need to”…
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PeopleUK fibre challenger AllPoints nets Adtran CTO
High-profile Ronan Kelly joins £1bn-backed FTTP wholesaler within Octopus’ streamlined Fern Trading stable.
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Network & InfrastructureO2 Germany, Mainova get stuck in with 5G ‘smart pole’ rollout
Operator integrates small cell into existing street lighting infrastructure as part of collaboration with Mainova and 5G-Synergiewerk. Rollout forms part of broader mobile network densification strategy, as O2 seeks to attract fresh users to its network.
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Financial & PerformanceVi to get £197m top up from Vodafone partner Aditya Birla
Vi makes inroads into reducing debt pile with proposed cash infusion from Aditya Birla and thumbs up from shareholders for INR 200bn equity offering.
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Public AffairsEnforced M-PESA spinout delayed by Safaricom $575bn tax exposure
Tax complication delaying spinout of transformational and potentially highly valued African mobile-money pioneer; Central Bank Governor keen to make faster progress on resolution, amidst desire to navigate its local dominance. Read more…
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Network & InfrastructureO2 Germany completes 5G reduced capacity trial; foresees IoT, B2B uplift, alt-4G
Operator tests RedCap terminal modules for first time in Munich, with CTIO Mallik Rao saying 4G alternative tech holds potential to “bring new momentum” to IoT sector. As O2 shows keen interest in B2B, cost reduction, efficiency possibilities. Read more…
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Weekly BriefingsVodafonewatch Weekly: Phones 4u legal battle reignite, satcomms remain grounded, enforced M-PESA spin-out hits tax challenge
Latest from Vodafone and its partners, including revived legal wranglings in the UK over Phones 4u collusions claims, Vodafone-backed SpaceMobile still struggling to launch, Safaricom $0.5bn+ tax exposure complicating state-enforced divestment of M-PESA jewel. Plus much more…
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Weekly BriefingsTelefónicawatch Weekly: Spanish state commences stake-build, German tower build amidst fibre woes, satellite hooha
Spain national interest card in play in strategic shareholder rejig reshuffle. Mobile network expansion in Germany, as fibre sector doubt viability of government’s long-term fibre deployment targets. Read more…
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Weekly BriefingsInfrawatch Weekly: sharpened focus for emerging TowerCos, bumps on path to UK fibre consolidation, 6G in space
Latest from the digital infra scene in the UK and beyond, including TowerCos IHS and Helios embracing core-strengthening exercises; Netomnia’s predictions for a likely ceiling on market penetration for altnets; and the beginning of the next rules update for the UK’s fibre landscape. Plenty more…
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Public AffairsRound 3: Phones 4u’s MNO collusion claims OK’d for appeal
EXCLUSIVE: Court of Appeal to reconsider initial judgment that cleared operators and then-parents. Questions may include whether more weight be given to findings that attempts were made to fix 4G pricing by O2 and Vodafone, that EE misled Ofcom, and that Ronan Dunne made an apparent admission of coordination between Telefónica and Vodafone. Deutsche Telekom and Orange still potentially on the hook as former EE owners, but extent of any direct impact still pending. Learn more…
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Financial & PerformanceYet another AST SpaceMobile launch delay for MNO backers
Getting current-gen BlueBirds into low-Earth orbit for cellular broadband from space taking longer than expected, but funding in place after Vodafone, AT&T and Google supported latest call. Other industry backers include American Tower, Bell Canada, Rakuten, Samsung, Cisneros…
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Partnerships & AlliancesTelefónica Tech deepens Tenable ties to drive security expansion
Unit incorporates Tenable One exposure management platform into growing NextDefense-VRM portfolio, also furthering AI and cybersec credentials, guided by parent’s GPS revenue-rich, M&A-light strategy…