All articles by Cameron Page – Page 34
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PeoplewatchDT picks out new German finance chief
Telekom Deutschland makes a paired announcement of its new finance lead and MD of Sales and Service, while stressing its ongoing focus on digitalising the finance division (and others), improving customer satisfaction, and driving fibre deployment.
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M&AAustria and Ireland ‘up next’ on Cellnex’s sale agenda
Tower group said to be weighing up options at another two subsidiaries, including part or full sales, following various transactions in last year. The report comes shortly after CEO Marco Patuano expressed his appetite for more outgoing M&A deals, to support leverage reduction.
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Products & ServicesTelefónica SD-WAN upgrade blends partners in Spain
Telefónica Tech evolves FlexWAN security solution with network management tools. Partner roster expanded to Cisco, Fortinet, HPE Aruba, Nokia and Teldat.
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PremiumTelefónica network API charge commences in Brazil; Spain next
Early steps in building Group’s new 2026 strategic revenue stream with Open Gateway network open APIs. Hyperscalers to be given no value quarter, but Chema Alonso’s bookselling business model suboptimal…
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Strategy & ChangeHungary’s 4iG to carve out infra assets as part of post-M&A tidyup
Expansive regional IT and telecoms player is to make a late entrance into European infra spinoff party as it seeks to optimise cost base and bring in capital to reduce debt.
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Financial & PerformanceTelefónica’s ‘Core Four’ concoct plan to address wholesale decline
Q3 FY23: Group seeks to leverage FibreCo spinoffs, defend against uncertain market conditions, and create new revenue streams to offset forecast wholesale revenue decline over next three years.
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M&ATelefónica maintains ‘full optionality’ on non-core Hispam businesses
Q3 FY23: In strategy update, operator indicates it will continue to keep its trimmed-down collection of smaller Latin American assets on a strict cost control regime, flagging consolidation, divestments, and further NetCo ventures as possibilities to protect free cash flow in the next three years.
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Financial & PerformanceTelefónica Tech charts three-year course towards €3bn revenue target
Division seeks to ease reliance on acquisitions while expanding portfolio of “next-gen” IT solutions to grow total revenue.
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Strategy & ChangeTelefónica moves to take full ownership of German business
Operator buys up shares in German operating business as it looks to further simplify its structure and increase focus on its core territory.
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M&ATelefónica’s Bluevía acquires sliver of Spanish fibre from Excom
Operator’s Spanish fibre joint venture makes first M&A move to expand footprint in Andalusia.
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Financial & PerformanceVivo Q3 growth fuelled by fibre and B2B services
CEO Christian Gebara heralds fixed-line business segments as key areas for operator as it reports a solid quarterly performance.
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PeoplewatchGavin Patterson takes chair at utility platform player Kraken
Former BT chief to help scale cloud-based supply chain automation platform in the energy sector and beyond.
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Partnerships & AlliancesO2 Germany kicks off ORAN trials with Samsung
Pragmatic move to lean heavily on Samsung and encompass vRAN will trigger ‘true ORAN’ zealots, but operators understandably prioritise ‘optionality’ benefits and outcomes above all else.
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M&ASpain mulls Telefónica stake buy, as stc ‘backs off’
Spanish government seeks to gain greater control of “strategic” Telefónica in light of stc’s bid to increase stake.
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Strategy & ChangeAmerican Tower’s departing CEO talks up 5G, data centres, and AI
Tom Bartlett signs off on 14-year stint at US infra giant, arguing it is positioned favourably to handle rising AI and data demands as it scales its global digital infrastructure.
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PeoplewatchTom Bartlett steps down as American Tower CEO
Steve Vondran appointed to lead TowerCo starting in February 2024.
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Strategy & ChangeOrange not in a hurry for Polish tower spin-off
Orange Poland CFO Jacek Kunicki says tower separation is not a priority, despite rivals’ recent moves and apparent Group-level interest in a carve-out.
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Venturing & InvestmentsITS bags fresh funding for UK fibre rollout, eyes M&A opportunities
Avenue Capital Group injects £100m of debt funding into B2B-focused altnet.
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PremiumTelefónica people moves: Tech names new AI and big data lead
Telefónica Tech shuffles business intelligence and big data managers.
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PeoplewatchCellnex appoints new finance chief as reorg continues
Raimon Trias joins TowerCo after José Manuel Aisa Mancho seeks new horizons.