All Analyst Briefings articles – Page 21
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Analyst BriefingDeutsche Telekomwatch Weekly: FY23 results, Europe NatCo CEOs, logo loggerhead, Mavenir wins
Dispute with Telefónica over ‘T’ logo design rumbles on. First look at FY23 results shows strengthening cross-Atlantic business platform, but longlist of operational and regulatory challenges ahead of strategy refresh…
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Analyst BriefingVodafonewatch Weekly: M&A, network milestones, and what next for VodafoneZiggo?
Latest in Vodafone: Liberty goes Dutch to prompt Vodafone review; a problem, a solution, and a proposal for M&A in UK, Portugal, and Italy respectively; Turkish DCs set for big investment through new JV; and much more across Europe, Africa, India…
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Analyst BriefingBTwatch Weekly: UK fibre competitors hit out with renewed vigour; what was in Allera’s CEO pitch?
Latest from BT and its ecosystem as competitors ramp up ambitions and investment challenge to Openreach fibre incumbency pretensions; Consumer boss Marc Allera backs Kirkby mandate (but what would he do “really quite interesting” if made CEO?); more…
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Analyst BriefingTelefónicawatch Weekly: Virgin Media O2 sows seeds for major strategy shift, while Group stays planted in court
NetCo creation, bolt-on sales initiatives and TalkTalk’s consumer acquistion rumours mark busy week in UK; long-running legal issues advance elsewhere; plus blockchain, eVTOL, energy, rail, fintech, and more…
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Analyst BriefingInfrawatch Weekly: billion-pound network investments, digital inclusivity, and French fibre M&A on the menu
VM O2 moves to forge UK NetCo/ServCo split in operations; associate nexfibre to remain separate, commits £1bn to 2024 build; Orange CEO suggests M&A still on agenda to expand domestic fibre footprint; TalkTalk in negotiations over wholesale arm sale; much more…
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Analyst BriefingVodafonewatch Weekly: security concerns allayed as e& beds in
Latest from Vodafone and its ecosystem as TelcoTitans Q3 deep dive finds reasons for concern (M&A mire) and hope (Vodacom, UK, business, smaller OpCos); Ericsson deals may place it well for RAN mega-tender; e& tie-up marches on despite sovereignty siren; more…
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Analyst BriefingDeutsche Telekomwatch Weekly: Transforming and initialising into annuals, MWC
Latest people moves focused on transformation; initialism-rich MWC preview includes API AI plus ORAN; 3-day weekend off the table in Hungary; TMUS getting serious on churn; EC could helpfully move into reset-mode on sector regulation, ahead of upcoming DT update…
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Analyst BriefingBTwatch Weekly: networks in focus as Ericsson steps up, Huawei steps out
Latest from BT and its ecosystem as 5G networks take centre stage: slicing and standalone with Ericsson, Qualcomm; a Huawei rip-and-replace status update; API standardisation to draw down untapped 5G value; plus much more across the Group…
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Analyst BriefingTelefónicawatch Weekly: Group loses 2,800 staff but gains 500 AIs
AI, APIs, and automation at the forefront of fresh tech upgrades across the Group, as it seeks to meet new strategic objectives of increased opex and capex efficiencies. Particular emphasis on data capabilities home market, where operator has reached AI milestones and forged risk intelligence deals over the last week…
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Analyst BriefingInfrawatch Weekly: CityFibre asserts Project Gigabit dominance; 1&1 makes more infra deployment promises…
CityFibre grabs five more Project Gigabit contracts; WightFibre extends Gigabit Island coverage in battle against Openreach; 1&1 sets more targets for antenna site deployments; much more…
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Analyst BriefingDeutsche Telekomwatch Weekly: Group set to swing for German home run
Telekom Deutschland tools up for a long-coveted opportunity to break back into cable operators’ housing association heartland, with MagentaTV refresh, while rival Vodafone seeks to calm fears over susceptibility to a commercial raid by the NatCo. Much more…
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Analyst BriefingVodafonewatch Weekly: Q3 shows progress, amidst German mire and Africa turbo
Beyond overall positive Q3 results: e& continues to be embraced despite national security scrutiny (including joining RAN mega-tender); Vantage Towers deploys a CIO; Amdocs bags TPG; Spain gets the nod + Open Gateway…
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Analyst BriefingBTwatch Weekly: Kirkby gets stuck in on busy first day
Latest from BT and its ecosystem in a week of change at the top as Kirkby settles in; Q3 results fail to set the world alight but offer foundational promise; plus more from BT and beyond…
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Analyst BriefingTelefónicawatch Weekly: Group in a deal-making, people-shuffling mood
Agreements in energy, mobile, and security sectors aimed at bringing in fresh customers and reducing costs across international footprint; leadership changes promise to bring fresh perspectives as strategies shift and new shareholders enter the picture…
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Analyst BriefingInfrawatch Weekly: end of the road for Digital 9, OneWeb’s space odyssey troubles continue
Digital 9 decides to wind down; OneWeb misses ‘global’ coverage targets; CityFibre aiming to get more active on M&A; more…
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Analyst BriefingDeutsche Telekomwatch Weekly: T-Mo seeks ways to keep Big Mo
Deutsche Telekomwatch Weekly Briefing: T-Mobile US kicks off FY23 reporting from around the Deutsche Telekom world, and shrugs off handset sales slowdown to post further big growth in earnings and cash flow. And much more…
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Analyst BriefingVodafonewatch Weekly: antitrust and security scrutiny, home and away
Huge week for Vodafone as M&A activity ramps up: Italy leaves Iliad reeling; Spain progresses; UK gets underway; and Emirati investors dodge security scrutiny. Plus, much more around the Group in Europe, Africa, elsewhere…
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Analyst BriefingBTwatch Weekly: strategic swaps in the boardroom, rigorous defence in the courtroom
Latest around BT and its ecosystem as the Group goes to court to defend against overcharging class action; Deutsche Telekom goes strategic with latest BT board rep; and BT lays out a spectrum policy wish list; and more…
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Analyst BriefingTelefónicawatch Weekly: Group spending spree goes on shares, spectrum, and sports…
Telefónicawatch Weekly Briefing includes: laying out nearly €3bn on O2 Germany stake increase and Spain sports streaming rights. Chile’s upcoming 5G auction set to see more cash splashed.
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Analyst BriefingInfrawatch Weekly: NetCo-ServCo splits, fresh SatCo investment, tower M&A among hot topics
Liberty Global mulls over European NetCo-ServCo split; AST SpaceMobile secures big MNO/Google investment; Actis expands tower portfolio; CityFibre could now be preeminent UK fibre challenger in possible tipping point for fibre NetCo/wholesale business models. 20+ stories condensed in one weekly update…