All USA articles – Page 3
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Partnerships & Alliances
WWT joins partner carousel at Vodafone scaleup hothouse Tomorrow Street
Accelerator buddies with US SI major, as previous ‘tactical’ partnerships lapse. Diverse multi-speed tie-ups all part of the plan says Luxembourg JV, recalibrating to scaleups’ needs. WWT bringing test, field and AI support. Next stop: digitisation and CX…
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Suppliers & SCM
Vodafone buying chief: ‘creeping protectionism’ destabilising telecom supply chain
Group Procurement Director Ninian Wilson warns that dynamic has changed in Europe, with rising US-China tensions making for difficult decisions in telco buying. Vodafone SCM strategy now prioritising resilience, despite trade-offs…
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Weekly Briefings
Infrawatch Weekly: innovation fuelling investment, data centres bringing in cash
Latest from the digital infra scene in the UK and beyond, including billions of dollars flood into data centres, race for satellite mobility drives innovation, ongoing UK efforts to make infrastructure-sharing a viable option; people moves, and plenty more…
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Weekly Briefings
Deutsche Telekomwatch Weekly: 2Gigs intro’d to rock fibre rivals
Group continues to arrow in on broadband business performance in Germany, revamping full-fibre pricing and releasing a new top-level tariff based on XGS-PON tech.
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Innovation (R&D)
DT and TMUS reward AI innovators in latest T-Challenge
A total 300 submissions were made in the fourth edition of the competition, ultimately narrowed down to six winning entries.
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Weekly Briefings
Deutsche 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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People
Ex-Vodafone CTO Wibergh takes on networks role at AST SpaceMobile
Former Vodafone CTO Johan Wibergh partly compensates for childhood ambition to be an astronaut.
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Financial & Performance
Deutsche 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 & Performance
Deutsche 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 & Performance
Deutsche Telekom Q1 FY24 Highlights: low-key Europe division gets a rare ‘star’ turn
Q1 FY24: No nasty surprises, but some emerging challenges, as DT nears the end of its current strategic phase.
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Financial & Performance
Deutsche 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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Operations
T-Mobile ramps up retail workforce ahead of price hikes
American NatCo appears to have reinforced its customer front line in Q1 FY24, as it seeks to keep pace on customer base growth while bedding in price rises.
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Strategy & Change
DT looks to Lumos for enlightenment on US fibre strategy
Following tie-up with EQT to make first US fibre buy, the Group’s CEO says further transactions could lie ahead, but that that possible ‘phase two’ M&A targets have been scoped out.
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M&A
T-Mobile’s Osvaldik stays coy on UScellular rumours
CFO indicates that UScellular would be approached in the same way as any other ‘hypothetical situation’.
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Strategy & Change
American Tower eyes US expansion of Power as a Service in efficiencies pursuit amidst M&A hiatus
ATC looks to ship high ROI ‘Power as a Service’ learnings to US market, having proven benefits in Africa, and to transfer US automation credentials to other geographies. Hunt for global efficiencies may also lead to monetisation of sub-scale assets, with focus on operational excellence meaning “nothing compelling” to buy, for now…
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Weekly Briefings
Deutsche Telekomwatch Weekly: it’s all set to kick off in Germany’s broadband market
Telekom Deutschland amps up promotions and advertising as it preps pincer movement on cable rivals, using coming weeks’ regulatory changes and Euro 2024 tournament. Meanwhile, T-Mobile US makes its first move in long-anticipated fibre M&A strategy, tying with Swedish investment giant EQT to take joint ownership of infra player Lumos.
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M&A
T-Mobile swallows Mint in up-to-$1.2bn deal
DT’s American NatCo adds Mint and Ultra to its value brand portfolio following FCC approval.
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Financial & Performance
T-Mobile confirms fibre JV with EQT to buy Lumos
NatCo expects to invest close to $1.5bn in the JV and aims to pass 3.5m premises by 2028. Meanwhile, FWA subscribers surpass five million, the Mint Mobile deal wins regulatory approval, and long‑serving investor relations SVP Jud Henry takes on a new role in the TMUS finance organisation. Read more…
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M&A
Phoenix Tower remains ‘opportunistic’ on buyouts post-BlackRock deal
TowerXchange Meetup Europe: CEO of wireless infra group says it remains “ready to go” on Europe M&A despite many tower rivals looking cowed amid the tighter financing environment. March’s completion of fresh investment by asset management behemoth BlackRock has given confidence to pursue further deal-making opportunities. Claims edge on “carrier captive” rivals. Read more…
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Weekly Briefings
Deutsche Telekomwatch Weekly: Germany’s Gigabit goals in spotlight
Group CEO Höttges weighs in on infra policy, highlighting slow pace of mobile challenger 1&1’s network rollout at Group AGM. Telekom Deutschland’s Srini Gopalan also goes on regulatory offensive, reiterating calls for removal of bureaucratic hurdles in German fibre rollout, as questions begin to be asked about the country’s long-term Gigabit goals…