Digital Transformation
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PeopleBT Peoplewatch: Group appoints two execs to manage Big Tech alliances
20+ senior and strategic moves in and around BT, including new faces to lead the Group’s Big Tech and hyperscaler alliances at Group level and in Business. Plus, all change for Consumer/EE exec team and transformation appointments at Consumer and Business. Plenty more…
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Strategy & ChangeVodafone to close German IoT biz grandcentrix — report
German OpCo reportedly giving up on the IoT business it acquired five years ago, in apparent cost-cutting effort.
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M&AVodafone–Three merger ‘releases the handbrake’ on UK telecoms, but at what cost?
Vodafone CEO Margherita Della Valle hails creation of a ‘new force’ as CMA grants regulatory go-ahead for Vodafone–Three merger, but questions remain about the impact on MVNOs, rivals, consumers, and the combined entity’s networks…
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PeopleVodafone recalls dealmaker Dingemans — why?
New board appointment insources Dingemans, 25 years after he starred in the mega-merger with Mannesmann. Older edition adds CFO expertise, operational chops, private equity nous, and more theatre. Click/login to read more…
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Partnerships & AlliancesTelefónica hunts for fresh AI use-cases in Madrid
Group teams up with Madrid’s local government to explore potential AI use-cases in public sector, with a view to drive efficiency and scale the technology securely. Move adds to Telefónica’s growing list of AI initiatives, contributing to three-year strategic aims. Read more…
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Financial & PerformanceIn-depth: DT’s show of strength creates analyst anxiety
Q3 FY24: DT continues to leave European rivals behind with strong growth throughout P&L and across geographies, creating apparent signs of concern among sector stakeholders.
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Financial & PerformanceSpend: thrifty Telefónica high-fives on capex low
Q3 FY24: Operator reports reductions in capital intensity and opex, with widening implementation of AI and progress in delayed copper switch-off programme given much of the credit…
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Financial & PerformanceIn-depth: battling Vodafone moves in the right direction
H1 FY24−25: Lowest ebb of Vodafone Germany not enough to dent management optimism of Group prospects, but MDU impact still felt…
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Financial & PerformanceSafaricom pushes homegrown smartphones to keep mobile data momentum
Kenyan operator looks to boost 4G smartphone penetration to fuel customer and mobile data service revenue growth, but challenging economic conditions leaves consumers with less money to spend on new devices.
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Financial & PerformanceKirkby ‘convinced’ of BT strategic plan despite scale of challenge
Q2/H1 FY24-25: BT CEO Allison Kirkby now settled into role and aware of mountain to climb, but no less confident of the Group’s strategic direction.
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Financial & PerformanceIn-depth: change is coming at BT, ‘trust me’
Q2/H1 FY24-25: Group CEO Allison Kirkby calls on investors to ‘trust me’ in wait for promised turnaround as revenue falters in first half of the year.
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Financial & PerformanceSpend: BT past its peak, transformation agenda in full flow
Q2/H1 FY24-25: BT capex drops as Openreach fibre build keeps spend in check.
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Financial & PerformanceGuidance: BT lowers expectations
Q2/H1 FY24-25: BT Group revises revenue outlook for the year from growth to decline.
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Financial & PerformanceBT Consumer promises long-term growth revenue, but where from?
H1 FY24–25: Consumer suffering a hangover from several years of inflation‑fuelled excess, but expects to regain health before year is out…
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Strategy & ChangeIn-depth analysis: DT Capital Markets Day 2024
Europe’s only world-scale telco puts AI-led cost reduction and efficiency at heart of refreshed medium-term strategy, with CEO Tim Höttges set to oversee wide-scale deployment of the tech personally.
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Financial & PerformanceBT ‘pulling levers’ to account for UK Budget burden
CFO Simon Lowth puts annual additional cost at £100m for the Group, with transformation plans to be ‘brought forward’ to compensate.
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Financial & PerformanceKirkby: multinational B2B ‘ripe for consolidation’ as BT pursues exit
BT H1: mutlinational corporate segment no longer a telco’s game, says CEO Allison Kirkby, and a divestment will accelerate turnaround plans. Talks ongoing with several parties, with both Global and Portfolio channels up for sale. UK business not immune to decline in the meantime…
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Network & InfrastructureVodafone Albania chief calls for quality control on shoddy altnets
Chief Executive Balazs Revesz wants the country’s 200-plus broadband providers held to higher operational standards to spur take-up and investment.
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Network & InfrastructureBoldyn’s Igor Leprince: Connections built on trust
CEO reflects on a personal and professional mission to lead his neutral host venture on a journey that is embracing network complexity to transform lives and organisations, binding together the fabric of industry and communities worldwide, and helping mainstream operators bear the load. Read more…
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Strategy & ChangeBT Radianz is latest B2B unit to be put up for sale — report
Group reported to be looking for buyers for financial services unit in latest move to slim down, cut back.