All Network & Infrastructure articles
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Financial & Performance
Gains-hungry DT gives German business a fresh fibre sales goal
Telco’s home market business looking to break through upselling obstacles and add 450,000 new homes to FTTH plans by the end of 2024.
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Financial & Performance
Openreach to invade Project Gigabit, snap up altnet misfires
FY23–24: Closing in on infill Project Gigabit contracts, also eyeing altnet misfires. Line loss the new reality despite strong fibre build and take-up momentum. TelcoTitans BTwatch predicts altnets will step up, not roll over. New CEO Kirkby makes clear Openreach not for sale (yet). Read more…
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Financial & Performance
BT Business gets UK exceptionalism vibe, with Global ops on chopping block
New CEO Allison Kirkby mulls further ‘optimisation’ opportunities in latest bid to turn around long-beleaguered B2B activities. Much-lauded new network-as-a-service proposition Global Fabric may be retained as partner play. Domestic rump not obviously a better bet, however…
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Weekly Briefings
BTwatch Weekly: Kirkby gathers transformation troops, but can she convince investors?
Latest from BT and its ecosystem the day before the Group’s FY23–24 results hit the screens. CEO Allison Kirkby is corralling a new squadron of incomers to drive forward her flavour of transformation for BT, but investors so far appear unconvinced. Spectrum auctions may be imminent, as real estate redevelopment nears completion, and a revitalised Corporate & Public Sector team boast a West Country win. Read more…
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Financial & Performance
IHS Towers targets $1bn from asset disposals
Tower group’s chief executive announces ten-digit goal for proceeds from business sales, amid ongoing strategic review.
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Network & Infrastructure
German operators respond cautiously to BNetzA’s proposed spectrum auction compromise
Three existing MNOs, which have been loudly complaining over spectrum access cost burden, would pay just under €600m for five-year rights extension under new BNetzA proposals.
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M&A
Greece’s OTE says talk of tower sale ‘premature’
National telco reiterates interest in wireless infra spin-out, to trim down the costs of managing wireless infra and boost share price.
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Weekly Briefings
Infrawatch Weekly: land grabs, power-sharing, and an AI tidal wave
Latest from the digital infra scene in the UK and beyond, including: plans for InfraCos to both attack and defend against challenges in the market with new land acquisition and energy plays; data centre prep for building ‘AI tidal wave’; a busy time for vendors in the evolving German infrastructure market; people moves; and plenty more…
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Financial & Performance
Safaricom dials down Ethiopia spending plan as loss drags Group profits
FY23–24: Safaricom slashes five-year investment target for Ethiopia, commits to tightened spend to weather challenging macro environment, but remains positive on progress and outlook.
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Partnerships & Alliances
Telefónica signs fresh Digi Spain wholesale deal
Group appears to have achieved its objective of a win‑win deal that allows it retain Digi as a network client, and is set to be completed in weeks.
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Financial & Performance
Inwit boss hopes wave of Italian telco deals will halt sector decline
Wireless infra player’s General Manager Diego Galli sees prospective wave of Italian market consolidation as good news for operators’ suppliers, including TowerCos, by strengthening telcos’ cash position and arresting recent slump in spend.
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Network & Infrastructure
Four years in the making: O2 Germany activates cloud-based 5G core
Telefónica’s German operating business takes Nokia-AWS 5G cloud core to first million subscribers. Seen especially benefitting 5G standalone use cases…
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Financial & Performance
UK’s Digital 9 reshapes boardroom, weighs Arqiva options as wind-down progresses
Former Bank of Scotland exec Eric Sanderson named Chair to lead wind-down process, with one or more other Non-Execs to be added in near future. Steps made in asset sale but future of Arqiva stake not yet decided.
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Network & Infrastructure
German telcos expand 4G coverage on Berlin’s U-Bahn
O2 Germany, Telekom Deutschland, and Vodafone Germany extend 4G subway network to cover all nine lines and 175 stations. 5G upgrade already in the works, as operators aim to meet Germany’s wider coverage targets along transportation corridors. Read more…
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Partnerships & Alliances
Nokia bags new fibre kit deal from Deutsche Glasfaser
Finnish vendor claims to be swapping out two competitors in fibre network provider’s installed base.
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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
Vodafonewatch Weekly: ups and downs in Group’s network-sharing tie-ups and M&A; RAN mega-tender KO
Latest from Vodafone and its ecosystem, including: commencement of massive RAN tender; regional network-sharing in Australia; and UK merger with Three competition concerns mount. Elsewhere: Vodafone Business seeks role in edge compute innovation; Vodacom Tanzania facing legal action; and more consolidation prospects in the Netherlands and Spain explored…
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Interview
Brace for ‘AI tidal wave’: Kao Data urges UK data centre step change
Next-gen specialist discusses Manchester Data Centre of the North investment sweetspot, need to prep for AI-fuelled tsunami of demand (nowhere in Europe ready). Read more…
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Financial & Performance
Infra investors line up for stake in Virgin Media O2’s new NetCo
Q1 FY24: Liberty Global CEO Mike Fries says Boston Consultancy Group and Deloitte hired for financial and project planning, as investors appear interested in fibre spin-out plans. Despite confidence in fibre growth opportunity, VM O2’s fixed customer base declined in an overall uneasy quarter for the operator…
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Network & Infrastructure
O2 Germany, Samsung switch on first ‘commercial’ ORAN site
Deployment marks first of eight planned ORAN and vRAN sites in Landsberg am Lech, as O2 seeks to enable automation, accelerate infra rollout, and enable use-cases for businesses. Move plays into Telefónica’s wider capital intensity reduction strategy. Read more…