All TelcoTitans Premium Content articles – Page 6
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Weekly BriefingsDeutsche Telekomwatch Weekly: European dealmaking quandaries back in spotlight
Mexican telecoms magnate Carlos Slim’s purchase of a stake in BT, and reports of interest from multiple non-European players in United Group, bring fresh strategic questions for global heavyweight (but Europe-sceptic) operator.
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Weekly BriefingsInfrawatch Weekly: Netomnia climbs UK altnet table, Poland drives on fibre, UK politicians play it safe
Latest from the digital infra scene in the UK and beyond, including the emergence of a new £1bn challenger in the UK fibre scene, collab-driven network advances in Poland, connectivity promises in the UK General Election; people moves, and plenty more…
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Weekly BriefingsVodafonewatch Weekly: subcontinental drift continues with Vi equity offer and Indus rumours
Latest from Vodafone and its ecosystem, including an equity proposal to Ericsson and Nokia in India, and news of a potential Indus Towers stake sale to boot as Vodafone continues to ratchet down its presence in the subcontinent. UK merger faces more backlash from rivals; Partner Markets welcomes newcomer; 2Africa subsea cable reaches British shores; plus more from Germany, Ireland, Ethiopia, beyond…
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Weekly BriefingsTelefónicawatch Weekly: infra strategies boosted in Germany and UK
O2 Germany seeks to reduce site visits for technicians with fresh network analysis tools, while Liberty Global, the Group’s partner on Virgin Media O2 joint venture, analyses M&A possibilities in fixed segment. Read more…
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Weekly BriefingsBTwatch Weekly: policy in focus as BT execs make the General Election rounds
Latest from BT and its ecosystem, including discussions of a political nature from a handful of senior Group leaders in the build up to the UK’s General Election. The future of TV, planning policy for network expansion, and the need for pro-innovation and investment changes all earned a mention…
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Weekly BriefingsTelefónicawatch Weekly: Spain rural, B2B offerings strengthened
Telefónica España secures more than half of domestic rural 5G standalone funding from the government, while local Microsoft relationship taken into the realm of enterprise management.
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PeopleTelefónica Peoplewatch: fresh digital and finance leaders named in core markets
Appointments made to reinforce digitalisation, network rollout, and financial strategies in Brazil, Germany, and the UK.
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Weekly BriefingsVodafonewatch Weekly: ex-OpCos begin turnaround; venturing moves in Europe, Africa
Latest from Vodafone and its ecosystem as the Group completes in Spanish exit and hears news of a turnaround from another former OpCo in Hungary, while prospective new ownership in Italy makes more M&A moves. Startup incubation and acceleration is brought to the fore in Portugal and Kenya; open RAN updates with partnerships in tow; drones take flight in Germany; and plenty more…
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Weekly BriefingsDeutsche Telekomwatch Weekly: shoring up the home finances
Both sides of RoI equation in spotlight in key arena of German fixed broadband, as DT re-assesses market trends and continues search for ways to trim fibre rollout budget.
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Weekly BriefingsVodafonewatch Weekly: African infra in spotlight, Spanish retreat complete
Latest from Vodafone and its partners and interests as Spanish exit completes, Shared Ops leadership adjusted, and climate plans pushed back. In Africa, infra-sharing is on the cards, but Vodacom’s in-progress South African fibre deal faces backlash…
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PeopleBT Peoplewatch: Data & AI leadership redrawn at BT Digital
Senior swaps include new Data & AI leader after Zoë Webster exits the Group, leaving a legacy of AI adoption and foundations for scaling. BT Business changes include senior shuffles for Central Government accounts, while Openreach opts to leave Corporate Affairs & Brand unfilled after Catherine Colloms departs. Plenty more across the Group…
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Weekly BriefingsTelefónicawatch Weekly: core markets press on with digital infra M&A
Work with co-owner Asterion on Nabiax data centre sale reportedly coming to a head, while Brazilian operating business confirms interest in rival fibre assets. AI and network-sharing passion remains, with expansion of Google Cloud deal and Millicom highlighting new JV with Telefónica as an ‘inflection point’ for Colombia. Read more…
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Weekly BriefingsBTwatch Weekly: Kirkby sets agenda as Group targets simpler, leaner, better
In-depth analysis of BT’s FY23−24 results, including the vision cast by CEO Allison Kirkby in her first full-year earnings call. Tweaks made to Group shape will redraw Business boundaries and target the division that has caused significant headaches in recent years. Consumer and Openreach are turning a corner, with the hard graft of the past few FYs soon to be leveraged and monetised. Developments elsewhere include: another delay to the all-IP landline migration; an Openreach executive exit; self-powered base stations; and a multimillion-pound fine from Ofcom…
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Financial & PerformanceDeutsche Telekom Q1 FY24 Spend: German fibre costs continue to irk Illek
Group concerns over cost control in German fibre buildout remain evident, as home market capex jumps more than 25% and CFO warns of more contract pain to come.
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Financial & PerformanceDeutsche Telekom Q1 FY24 In-depth: rare sight as Europe takes up the US slack
DT ship remains on course despite some sputtering of its main US engine.
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Financial & PerformanceDeutsche Telekom Q1 FY24 Guidance: focus builds on cashed-up DT’s shopping list
Q1 FY24: Group continues to project healthy jumps in revenue, earnings, and cash flow expected in FY24.
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PeopleVodafone Peoplewatch: Shared Ops overhaul prompts further procurement shuffle
30+ senior/strategic appointments across Vodafone Group worldwide, including: knock-on effects of ongoing Shared Operations restructure; BizDev leader Philippe Vogeleer’s departure; and new CFO at Vodafone Investments. Vodafone Germany turns attention to Broadband & Entertainment, while Business makes regional changes across Europe. Plus lots more on product and finance fronts, and in Africa, Europe, and Group HQ…
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Financial & PerformanceBT FY23−24 In-depth: focus shifts from build to connections, monetisation
CEO Allison Kirkby tees up mindset shift from fibre build to networks monetisation, driving connections to grow ARPU, leveraging the sweat and spend of previous FYs. For FY23−24, consistently solid performance at Consumer and Openreach makes up for perennially painful Business…
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Financial & PerformanceBT FY23−24 Spend: capex goes post-peak; further opex savings inbound
Openreach spend declines despite record build, and more to come on both fronts in the next FY. Management tees up another £3bn cost transformation initiative, having exceeded early expectations with the last…
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Financial & PerformanceBT FY23−24 Guidance: consistency with predictable growth by decade-end
As Openreach moves beyond the money pit nadir, BT management forecasts consistent growth by the 2030s. Vague and unqualified expectation for positive momentum comes as Group leverages recent spend for good…