All articles by Cameron Page – Page 20
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Venturing & InvestmentsDTCP gives Irish data centre player a cash injection
Infrastructure investment group invests in Northern Ireland- and Republic of Ireland-focused Atlantic Hub, seeking to expand data centre ambitions beyond initial interest in Germany…
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M&ABrazil’s Vivo eyes more B2B M&A after closing out IPNET buy
Up-to-BRL 230m acquisition of cloud services player finalised following greenlight from national regulatory bodies.
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Products & ServicesO2 Germany expands in B2B with fresh automation, rental services
Operating business widens its enterprise offerings to include workflow automation and device-as-a-service, enabled by tie-ups with Apple Financial Services and Workato. Move sees Group continue B2B revenue push as part of wider strategy…
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Financial & PerformanceTesco–VM O2 MVNO cracks £1bn sales nut
Tesco Mobile reaches ten-digit revenue milestone for the first time, as premium handset and postpaid sales continue to grow, though profitability proving more challenging in UK’s cutthroat MVNO market…
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PeoplewatchTelefónica Peoplewatch: SVP departs to explore tech advisory, VM O2 commercial rejig
25+ senior and strategic changes at Telefónica, including: VM O2 chief Lutz Schüler taking leave of absence; Group tech innovation SVP departed to explore tech advisory roles; and VM O2 switching up commercial leadership…
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OperationsTelefónica Hispam CEO: upskilling ‘crucial’ to overcoming LatAm challenges
Alfonso Gómez Palacio says generative AI and “democratised” access to digital services set to help with training employees.
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M&Astc said to be back in Telefónica stake-building mode
Saudi operator reportedly considering increasing Telefónica stake beyond 9.9% should Spanish gov approve September 2023 share purchase.
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Analyst BriefingTelefónicawatch Weekly: Group applauds Draghi’s call for telco deregulation
Operator agrees with recent EU competitiveness policy proposals, although industry bodies not so keen on recommendations. Telefónica España faces down competition in its home market, while continuing to reinforce wholesale segment. Elsewhere, Virgin Media O2 defends fibre strategy against CityFibre broadsides. Read more…
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M&ATelefónica, Asterion ‘select finalists’ for data centre sale
Goldman Sachs, Igneo Infrastructure Partners, and Wren House among candidates reportedly selected to purchase Nabiax.
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Partnerships & AlliancesTelefónica said to expand API push with Microsoft distribution tie-up
Close partners reportedly finalise deal to market Spanish group’s network APIs on Azure Marketplace.
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Content & TVO2 wades into German pay-TV battle with platform refresh
Operator launches O2 TV platform as additional option for existing fixed and mobile customers.
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Public AffairsDraghi’s EU vision prompts mixed response from telcos
Regional grandees Ericsson, Nokia, Orange, Telefónica, and Vodafone among those praising EU’s vision on improving competitiveness on the global stage, but others not so keen on the strictures it lays out. Register to read more…
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Partnerships & AlliancesEricsson unites telco A-list on network API joint venture
JV set to come together in early-2025, marking next step as top operators try to seize a supposed multi-billion dollar global revenue opportunity in selling CAMARA APIs to developers. Includes AT&T, DT/TMUS, Orange, Telefónica, and Vodafone. Google sneaks in as hyperpartner alongside Vonage…
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M&AVirgin Media O2 set to sell another chunk of Cornerstone — report
Operator to shed another 8% of tower JV with GLIL Infrastructure and Vantage, bringing total shareholding down to just above 25%.
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EventwatchVirgin Media O2 and CityFibre question each other’s fibre maths
Connected Britain: VM O2 CEO Lutz Schüler argues operator is taking “challenger” approach in UK’s fibre market, with nexfibre spin-off and upcoming NetCo positioning operator to be a “long-term sustainable partner” to altnets.
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Partnerships & AlliancesTelefónica set to complete fibre wholesale ‘triangle’ with MásOrange — report
Operators said to be nearing Indefeasible Right of Use agreement, covering access to 3.5 million Telefónica-connected premises. Move seeks to prevent overbuild, and sees Telefónica remain on a defensive footing in its wholesale segment. Read more…
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Partnerships & AlliancesTelefónica, Vodafone Spain hit refresh on fibre wholesale deal
Seeking to capture synergies and optimise network investment, agreement comes as operators continue battling to lock in wholesale clients, negotiating new deals with existing clients, after recent Spanish market rejig. Read more…
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PeoplewatchEx-Vantage boss Badrinath takes role as GSMA Director General
Vivek Badrinath to replace Mats Granryd in leading the organisation, starting in April 2025.
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PeoplewatchUK altnet Quickline onboards telco veterans to guide Project Gigabit build
Fibre builder changes C-suite roster to help it reach target 450,000 full-fibre connections by 2027.
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OperationsO2 Germany CEO rules out me-too job cuts
Markus Haas says reducing workforce is not on the O2 agenda, instead placing focus on equipping employees with AI tools to boost efficiency. Comments come as Vodafone Germany continues to negotiate scaled-back job cut plans with unions. Read more…