All North America articles
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Weekly Briefings
The Deutsche Telekomwatch Briefing: no macro alarms, yet
Reporting Q3 numbers, DT execs delight in strong performance of Europe-side businesses and calm concerns over any bumps from political and economic developments in Germany and the USA.
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Financial & Performance
Highlights: Over-powered DT presents headache for Europe’s telco club
Q3 FY24: Quarter sees Group put on another display of financial strength, fed by growth in USA and Europe — prompting some City analysts to question whether it should go easier on competitively challenged rivals in its home market.
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Financial & Performance
Guidance: DT doubles up on EU-US earnings
Q3 FY24: Jointly-driven earnings guidance uplift gives DT a welcome chance to underline how its business is not just about T-Mobile US.
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Financial & Performance
In-depth: DT’s show of strength creates analyst anxiety
Q3 FY24: DT continues to leave European rivals behind with strong growth throughout P&L and across geographies, creating apparent signs of concern among sector stakeholders.
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People
BT appoints ex-Verizon exec Rima Qureshi to Board
BT beefs up telco sector expertise in the boardroom with appointment of Rima Qureshi, who forged her telecoms career over 30 years at Ericsson and Verizon.
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Interview
In depth: Eurotelco adtech Utiq sets course for Americas
Ambitious JV plots further regional Transatlantic expansion following recent Austrian debut, according to CEO Marc Bresseel. Read more on plans to crack North America, reach new platforms, forge new partnerships in adtech, telecoms, raise further funds, and beyond…
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People
Ex-Ofcom chief Sharon White set to lead CDPQ’s Europe team
Ennobled ex-mandarin escaping mired £12bn UK retailer John Lewis to lead £47bn Europe investment strategy at freshly scandal-enmeshed Canadian pension fund (and Telefónica fibre partner in Brazil). Move comes as investor continues to expand digital infrastructure portfolio…
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Public Affairs
Telefónica dismisses execs over Venezuela bribery fines
Operator disciplines and parts with key staff after the US Department of Justice fines operating businesses, citing collusion with two vendors to bribe government officials. Read more…
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Venturing & Investments
KKR expands digital infra ambitions with $50bn AI data centre deal
Private equity giant teams up with Energy Capital Partners to accelerate data centre deployment, aiming to back up hyperscalers with AI model tuning. Partnership sees KKR affirm that interest in digital infrastructure is only growing…
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Network & Infrastructure
The race to Earth from space
Efforts to bridge the gap between satellite and cellular communication are accelerating, with recent emergencies highlighting the growing importance of D2D connectivity, writes Gökhan Tok. As telcos and satellite operators work together more closely than ever, the future of mobile communications is set to transform.
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Weekly Briefings
Deutsche Telekomwatch Weekly: refreshed T.Capital goes nuclear
Anticipated refresh of the Group’s tech ecosystem strategy sees org changes within T-Systems and Group Development.
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Public Affairs
T-Mobile takes $31.5m FCC hit for data breaches
The US operator is to spend $15.75m alone on fixing its cybersecurity after data breaches.
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Weekly Briefings
Deutsche Telekomwatch Weekly: T-Mobile stamps loyalty card
Strategy update from American operator dominated by tech-led efficiency and optimisation initiatives and partnerships.
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Strategy & Change
T-Mobile lifts 5G FWA user target into double figure millions
Factors behind target expansion include advancements in network and device quality, more spectrum, and precision marketing.
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Weekly Briefings
Deutsche Telekomwatch Weekly: another 100 AIs are born
Group Chief Executive uses Digital X to re-stress commitment to AI-enabled digital transformation.
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People
T-Mobile hands CFO a fresh deal ahead of M&A integration challenge
Peter Osvaldik given a pay rise as T-Mobile seeks consistency of leadership ahead of execution challenges accompanying pending fibre and wireless buyouts.
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Weekly Briefings
Deutsche Telekomwatch Weekly: three’s a crowd at BT
Future of DT’s relationship with UK incumbent comes back into the public eye after Bharti entrance into major shareholder grouping, plus buildout of Slim family stake.
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Network & Infrastructure
TDC NET, Blue Planet trailblaze hybrid network inventory management
North American trend hits Europe with hybrid fibre-5G twist, as Macquarie-backed Danish incumbent NetCo advances IT/OSS and network modernisation, and Ciena’s Blue Planet network automation cloud arm builds momentum. Register to read more…
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Strategy & Change
Tower group SBA wants ‘visibility’ before voyaging into foggy Europe
Eurosceptic tower group plays down the prospect of any dealmaking to give it a regional presence, saying its M&A focus is on strengthening businesses within its existing footprint.
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Weekly Briefings
Deutsche Telekomwatch Weekly: T-Mobile’s laser focus
American NatCo highlights partnerships geared towards expanding fibre reach and strengthening 5G platform.