More Latest Insight – Page 44
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PremiumDeutsche Telekom Q3 FY23 Spend: no loosening of reins
Group leadership continue to express wariness regarding inflationary outlook.
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Network & InfrastructureDigital Realty taps Blackstone for $7bn EU-US data centre hyper-build JV
Investment giant furthers digital infra interests, targeting 500MW in new IT load across four hyperscale DC campuses in EU and US from 2025.
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Content & TVMeet MAUD: BT’s peak traffic cleaver to debut in 2024
BT-developed on-net solution can slash peak live and on-demand traffic by 50%, seamlessly for end-users. Potential “global solution” once productised, with vCDNs also on the agenda…
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PeopleBT CEO Jansen: leaving operator “better than I found it”
Outgoing CEO ruminated on the highs and lows of his tenure during a fireside chat at the Great Telco Debate, reflecting on steps taken to drive fibre, create a ‘front‑foot’ mindset, and the stubborn gloom surrounding the share price.
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M&ATelefónica ‘closes out’ digital-R&D merger, creating strategic digitalisation unit led by CDO
Hacker-in-chief Alonso to lead newly-formed Telefónica Innovación Digital, encompassing data, digital services and innovation functions. Part of Group-wide simplification drive, supporting strategic digital transformation. Learn more…
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Venturing & InvestmentsEC grants €1.2bn to fuel cloud computing push
4iG, Deutsche Telekom, Orange, Telefónica, and TIM among IT and telecoms players collaborating on IPCEI-CIS project, seeking to produce a common, open-source architecture for European cloud deployments. First phase of industrial rollout expected to complete by 2031, with goal creating 1,000 jobs and “positive spill-over effects” in the process.
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Financial & PerformanceT-Mobile US says its customers should be for life
CEO Mike Sievert highlights need to keep both churn and upgrade rates low to minimise customer retention costs.
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Network & InfrastructureOpenreach CEO: ‘epic’ FTTP build is ‘on time, on budget’
Clive Selley marks progress to 25 million, expands plans to 30 million, assures against questions of pace.
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Network & InfrastructureVodafone backs “intelligent automation” for open RAN
Vodafone, Intel, and Cirrus360 reveal new approach to speed open RAN software and hardware integration.
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Strategy & ChangeBT anticipates alignment on consumer, enterprise sustainability interests
BT’s Global Head of Sustainability Sarwar Khan on “purpose” and “pressure” in the sustainability sphere; BT’s three-pronged approach towards lowering customer emissions; and the opportunities within perceived challenges.
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Network & InfrastructureTPG preps for network innovation with 4G shift to Ericsson dual core
Ericsson hits another milestone in a long-running core network transformation programme for TPG, as the operator moves towards a containerised cloud-native setup.
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Enterprise (B2B)NaaS needs new enterprise sales tactics, says BT
BT Business CTO Colin Bannon says Global Fabric Network-as-a-Service will require a sales and procurement rework, with BT set to “elevate” conversations to CIOs, CFOs…
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Strategy & ChangeVodafone taking software engineering in-house to avoid complexity of ‘niche’ external partners
Head of Network Development Frederic Sundin tells Network Now delegates that Vodafone is navigating a “jungle” of startups to find the right partners, and going in-house as a “cheaper” option, more conducive to network simplicity dreams…
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Partnerships & AlliancesT-Mobile CEO Sievert recommits to Ericsson, Nokia after AT&T switchup
Sievert signals support for the “de‑verticalisation” of the mobile industry, but highlights benefits of having “two global leaders” in this space.
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Network & InfrastructureVodafone joins in accusations of strategic fibre overbuilding at DT
Vodafone Germany CEO claims his incumbent rival is driving “senseless excavating” and disrupting national fibre rollout through a lack of cooperation and intentional overbuilding.
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Strategy & ChangeAmerican Tower assures Nigerian site swap plan is solid
CEO-in-waiting of wireless infra giant asserts deliverability of recent, high profile contract win with MTN Nigeria, despite veiled scepticism from rival IHS.
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Strategy & ChangeTelefónica puts O2 share-buying offer on the table
Shareholders able to tender their shares until mid-January 2024, with settlement expected before fiscal year dividend payment in May. Group has already upped its stake in German operating business, with full takeover and revised dividend policy intended to support new three-year strategic plan.
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Content & TVBT-WBD’s TNT Sports remains Premier League football big spender
BT–Warner Bros. Discovery maintained its position as second fiddle to Sky in the provision of UK coverage of the Premier League, but OTT players retreat as Amazon’s sally into live English football draws to a close.
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Products & ServicesO2 Germany pushes ahead with holo-comms VR bet; ‘targets’ 2026 debut
“Actively pushing ahead” to support mixed reality within 5G environment. First holographic call made from HQ, but obstacles to overcome…
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M&AKPN bulks up on fibre with Kabeltex buy
Dutch operator makes another bolt-on purchase to boost its flagship infrastructure programme, and says other potential M&A opportunities to be considered on a case‑by‑case basis.