Europe – Page 28
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Partnerships & Alliances
Germany’s Freenet rejigs MNO partnerships as discount competition hots up
The German player has signed new agreements with all three MNOs but says O2 deal offers greater revenue-share benefits.
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Weekly Briefings
Deutsche Telekomwatch Weekly: Europe ‘not so anti-growth after all’
After several major, US-side buyouts this year, Group indicates some M&A budget could be portioned out to Europe too, as regional performance remains solid and DT prepares fresh medium-term strategy.
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Weekly Briefings
Vodafonewatch Weekly: fibre, satellite, and 5G network milestones
Latest from Vodafone and its ecosystem of investments and partners, including: SpaceMobile launch nearing with Vodafone near top of priority list; Kenyan 5G superiority (with FWA uplift); and a Greek fibre deal on the cards…
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Network & Infrastructure
US majors first, Vodafone next as SpaceMobile readies for launch
AST SpaceMobile backers AT&T and Verizon will beta test space-based cellular broadband initially, with Vodafone and Rakuten next on the list for commercial services.
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Financial & Performance
DT Q2 FY24 Highlights: ‘Flawless’ Q2 enhances the feel-good factor at DT
Q2 FY24: All major divisions record growth to keep DT’s ‘flywheel’ spinning as it approaches major strategy refresh.
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Financial & Performance
DT Q2 FY24 In-depth: Four-sided forward movement
Revenue and earnings remain in forward gear across all four main divisions.
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Financial & Performance
DT Q2 FY24 Spend: ‘AI still an ally’
End-Q2 financial and personnel numbers reflect Group onus on efficiency and cost control.
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Financial & Performance
DT Q2 FY24 Guidance: Everything on point
Upgrade in US cash flow outlook puts DT in line to over-perform on flagship €18bn target for FY24.
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Network & Infrastructure
DT sees bright future for Access 4.0 project after Linux Foundation swap
DT says the Linux Foundation is well equipped to support former ONF network disaggregation initiatives.
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Financial & Performance
DT re-opens to European M&A ahead of strategy refresh
Q2 FY24: Regional giant suggests all the deal-making action will not just focus on its dominant, fast-growing American business when it lays out a new medium-term strategy in a few weeks’ time…
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M&A
EQT and Eutelsat discuss ‘innovative’ satellite ground infraco
Aim is to create a “pure-play, operator-neutral” ground station business initially worth €790m.
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Financial & Performance
Telefónica gets to plugging Core Market wholesale gaps
Operator seeks to lock in key wholesale clients and create new revenue sources after management affirms wholesale will “be a drag” on 2024 performance.
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Financial & Performance
Telefónica Tech reaches €2bn sales mark
Q2 FY24: Digital B2B services unit hits revenue milestone in last twelve-month period, and reported another solid quarterly performance. Read more…
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Financial & Performance
1&1 claims build momentum despite more network snags
German operator has now installed antennas and fibre connectivity at 546 sites, although supply challenges remain. Read more…
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Network & Infrastructure
Greek fibre: OTE lines up wholesale deals with rivals Vodafone and Nova
Incumbent’s new CEO Kostas Nebis flags pair of strategically significant wholesale tie-ups are imminent, as OTE seeks to accelerate commercialisation of flagship, €3bn fibre investment programme.
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M&A
Telefónica firms up MásOrange 5G spectrum buy — report
Group said to have finalised terms to acquire 3.5GHz spectrum from newly-merged operator as part of post-merger asset fine-tuning.
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Financial & Performance
Telefónica Q2 FY24 Highlights: ‘Confident’ Group credits Core Markets catalysts
Initiatives unveiled in Q1 already bearing fruit, as Group affirms it remains on track to meet end-year financial objectives. Read more…
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Financial & Performance
Telefónica Q2 FY24 Guidance: Fresh opportunities keeping Group on track
Guidance reiterated across all metrics, with “positive near-term catalysts” to serve as tailwinds in second half of the year.
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Financial & Performance
Telefónica Q2 FY24 In-depth: Focus on profitability as revenue blips in key geographies
Group reports slight revenue and earnings increases, as growth decelerates in Brazil and Germany, while Virgin Media O2 adjusts guidance after reporting decreases in sales and EBITDA. Read more…
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Financial & Performance
Telefónica Q2 FY24 Spend: Tight lid kept on expenses
Group pulls back on spending after Q1 investment spree, keeping capital intensity well within guidance range.