All articles by Richard Agnew – Page 17
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PremiumVodafone Q2 FY22-23 Headlines: macro and micro trends bite into profit
Revenue picture mixed, with strength in UK, Ireland, and Portugal but ongoing weakness in Germany, Italy, and Spain.
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PremiumVodafone Q2 FY22–23: Read signs off after turbulent final quarter
Flaky Q3 results and reduced guidance pave way for CEO Read to depart Vodafone after just over four years at helm.
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Network & InfrastructureMillicom “on track” for 2023 infra deal: CEO
Latin American group is on course for late-2023 creation of TowerCo and preferred option of part-monetisation.
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Financial & PerformanceVodacom plans twin-track African infra expansion
CEO indicates wireline infra relationship with CIVH could be extended beyond bounds of South Africa.
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PremiumPartner bargaining hits Vodafone’s sales from international tie ups
Renegotiations and shift in services mix blamed for reduction in revenue from Group’s 46-country Partner Markets federation.
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PremiumCosts and complexity keep totting up for unravelling ESN
Massive multibillion, multi‑year Emergency Services Network project overrun creates concertina effect in first responder network supply chain.
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MarketingMagyar Telekom to drop T-Systems brand
Deutsche Telekom-controlled telco to meld B2B brands and functions to improve go-to-market for “convergent digital business offerings”.
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M&AVantage CEO says ‘game still on’ for European mega tower merger
Part-sales of DT’s GD Towers and Vodafone’s Vantage have not blocked the path to a combination between the two TowerCos and/or Orange’s TOTEM, says boss Vivek Badrinath. Cornerstone takeover of interest after Vantage’s co-parents put their stake in play.
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Suppliers & SCMBT brings game theory-equipped AI to supplier negotiations
Group working with German startup on deal-making strategies and autonomous buying.
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PeopleGavin Patterson to leave Salesforce
Application provider says former BT Group CEO will step down from strategy leadership role in early-2023.
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PremiumQ3 FY22: Deutsche Telekom sees dollar signs
Broadband momentum maintained in sticky German market.
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Suppliers & SCMISS pushes on with DT deal reset despite ‘disagreements’
Outsourcing giant reassures on long-running plan to bring German facilities deal into profitability.
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Financial & PerformanceDigitalBridge ‘full of ideas’ in troubled infra deal waters
US investment group says growth opportunities are still out there in tougher climate for infrastructure investors who get “creative” and “work a little harder”.
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Enterprise (B2B)DT siphons off another T-Systems unit to aid turnaround
Srini Gopalan’s Germany segment takes over T-Systems Multimedia Solutions via in-house transaction, furthering dismantling of challenged enterprise IT division.
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Strategy & ChangeDeutsche Telekom plays off the T with fresh ‘international’ logo
DTAG preps new visual element for global marketing armoury.
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PremiumTelefonica Q3 FY22 guidance: Group hitting its marks, apparently
Sales, income, and capital intensity all within range, despite macro buffeting.
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PremiumTelefonica Q3 FY22 headlines: a stable ship in choppy waters
Group seeing underlying growth in most markets.
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PremiumTelefonica Q3 FY22 spend: no strategy is entirely immune from tough times
Telefónica stresses Group is well prepped for energy crisis, although no strategy can be entirely immune from tough times.
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Network & InfrastructureSafaricom targets December for full 5G mobile debut
Snag over iPhone compatibility expected to be unravelled shortly. Late-October debut focused on fixed-wireless only, but consumer mobile plans and private network trials now being prepped. Ongoing affordability questions seem likely to dictate pace of 5G expansion.
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Innovation (R&D)Elisa Polystar among fresh batch of Tomorrow Street residents
Five incoming partners flagged for Vodafone–Luxembourg joint innovation play, spanning contact centre, analytics and intelligence, telco software, and development platforms.