Finance & Strategy
Key insight, news and analysis on the strategy and financial performance of leadings telcos and digital infra players.
DT questions Vodafone’s cable TV defence tactics
Deutsche Telekom says slow disconnection of German users freed from bulk contracts by recent law change is dulling move’s intended competitive benefit.
BT welcomes Bharti’s ‘long-term’ thinking as Altice ousted
CEO Allison Kirkby says Bharti ‘recognises long-term value’ of BT Group as it picks up a 24.5% stake, but what does Bharti bring that Altice didn’t?
Digi takes pragmatic route to Spanish MNO status
Digi confirms its Spanish business does not yet have the spectrum resources to build its own, ‘full’ mobile network nationwide, despite recent add-on from MásOrange.
Vodafone set to debut new ‘Business to Telco’ unit as part of central function refresh
Vodafone quietly debuts B2T unit targeting peers, as Shared Operations gets overhauled and Group adds vim to telco-as-a-service ambitions.
Highlights: Vodafone soon to emerge from ‘year of transition’
H1 FY24−25: Group CEO Margherita Della Valle confident the worst is behind her as evolving Vodafone nears final form.
BT welcomes Bharti’s ‘long-term’ thinking as Altice ousted
CEO Allison Kirkby says Bharti ‘recognises long-term value’ of BT Group as it picks up a 24.5% stake, but what does Bharti bring that Altice didn’t?
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…
Cellnex to shutter ‘low margin’ maintenance business
Europe’s largest tower group expands a hard-nosed review of its assets to include individual business lines, as it seeks to fuel uplift in cash flow in more constrained financial climate.
European telcos to inject more funds in adtech venture Utiq
Digital advertising joint venture between Deutsche Telekom, Orange, Telefónica, and Vodafone gearing up for financial injection in early-2025, as it begins to take ‘cookieless’ digital advertising mission to new markets…