More Latest Insight – Page 25
-
Financial & PerformanceDeutsche Telekom’s Europe success story — under-appreciated, under-valued (and awkwardly off-narrative)
Exclusive analysis: quietly, the transatlantic behemoth that is Deutsche Telekom is countenancing a slight increase in capital outlay in its ten-territory Europe division, despite the remorseless downer its execs lay on the region’s lack of global investment appeal. Investors still value rump DT very poorly compared to T-Mobile US, however. Read more…
-
Weekly BriefingsVodafonewatch Weekly: Germany goes into cost-cutting mode, while shareholder Xavier Niel grumbles about Group strategy
Lots of action in Germany this week as Vodafone announced 2,000 job cuts and new efficiency programme and fibre altnets argued the practical and competitive hurdles holding back gigabit broadband deployments. Read the full briefing…
-
Partnerships & AlliancesBT bolsters cloud security with Zscaler deal
Zscaler doubles down on its BT relationship with ‘world‑first’ managed services partnership featuring its Zero Trust Exchange platform.
-
M&ASpain buys 3% of Telefónica, more share purchases likely
Madrid initiates process of regaining primary shareholder status in Telefónica, as national interests surrounding telco ownership continue to rise back up the agenda in Europe, prompted by phase of operator vulnerability to outside takeovers and broader climate of geopolitical risk.
-
OperationsVodafone Germany to axe 2,000 jobs in €400m cost-cutting drive
Vodafone Germany embarks on a cost-cutting journey with job cuts and investments going elsewhere.
-
Network & InfrastructureAustria: Magenta Telekom outspends rivals in 5G auction number three
Magenta Telekom leads the charge in Austria’s 5G spectrum auction, with ties to improved efficiency and business models.
-
Public AffairsGermany’s fibre players question viability of Gigabit Strategy goals
Amidst the jostling at FTTH Conference in Berlin, altnets and incumbent Deutsche Glasfaser, GigaNetz and Telekom raise doubts that ‘fibre everywhere’ can be achieved by 2030, more upbeat on demand. Read more…
-
Weekly BriefingsTelefónicawatch Weekly: Group wants bigger ownership (but smaller rights bill) in Germany
Group launches bid to take O2 Germany private, while local CTIO calls for renewal of soon-to-expire spectrum licences, rather than reauctioning. Telefónica makes finance-focused management changes across several functions. Telefónica, O2 UK to shell out £7m after judge admonished legal defence in Phones 4u legal case. Elsewhere: Telefónica Tech ...
-
Weekly BriefingsBTwatch Weekly: Etc. makes a Tap to Pay play; Tech Fellowship recognises top talent; new ads amplify B2B identity
In-house innovation from incubation arm and distinguished tech leaders in the spotlight this week.
-
OpinionAgents of change: how not to be a dinosaur in the digitised MNO era
Itai Karelic, CRO of AI‑powered asset digitisation solutions provider vHive, is calling upon MNOs to step up and shape their future by becoming true agents of change. By taking decisive steps to leverage the benefits of digital twin solutions across tower estates, Karelic says MNOs can unlock the promise of network performance and operational efficiency.
-
Public AffairsTelefónica ‘in talks’ with SEC on ‘historic fine’ over Chinese ties in Venezuela
Final amount of penalty is currently unknown, the report from El Confidencial says. Probe was launched after President Maduro invited Chinese suppliers to help build 4G networks.
-
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.
-
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…
-
Network & InfrastructureBlue Planet: Re-making telcos as platform heroes
Blue Planet is calling on operators to build new platforms that rise above the existing tangle of legacy technologies and unlock the revenue and innovation opportunities promised by a fully automated ‘no ops’ future.
-
PeopleDeutsche Telekom names new Global Business boss
Conrad Riedesel to lead go-to-market for DT’s networking and unified comms propositions outside of Group’s German core.
-
M&ACMA concerned Vodafone-Three could access O2 and EE secrets
As expected, the UK merger is headed for tougher scrutiny in a longer investigation following an initial review by the Competition and Markets Authority.
-
Network & InfrastructureGermany’s 1&1 claims network prep progress, with modest site growth
German challenger expects to construct 3,000 antenna sites in 2024.
-
Network & InfrastructureComms industry looks off-planet for next-gen networks
Non‑terrestrial network technology is set to be in demand as commercial space exploration gathers steam, while public‑private projects building a presence in space may provide additional benefits for Earth‑based connectivity.
-
Network & Infrastructure‘Stop the mud slinging’: DT’s Gopalan hammers German rivals’ fibre competition complaints
FTTH Conference 2024: Tensions spill over in Berlin on fibre leaders CEO panel, with competitors arguing over who and what is to blame for poor position in European league table on availability and penetration. Incumbent Srini Gopalan lambasts ‘rhetoric’, untruths, lying. Read much more…
-
Weekly BriefingsTelefónicawatch Weekly: Group gets its infra in order post-MWC, FY23 results
Group exploring wholesale network access and infrastructure-sharing deals in Spain and the UK, while testing new mobile infra in the latter to drive efficiencies. Operator seeks to take O2 Germany private, while talks over fresh IT supplier deal and M&A reportedly roll on in its home market…