Europe – Page 34
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Weekly Briefings
Vodafonewatch Weekly: ex-OpCos begin turnaround; venturing moves in Europe, Africa
Latest from Vodafone and its ecosystem as the Group completes in Spanish exit and hears news of a turnaround from another former OpCo in Hungary, while prospective new ownership in Italy makes more M&A moves. Startup incubation and acceleration is brought to the fore in Portugal and Kenya; open RAN updates with partnerships in tow; drones take flight in Germany; and plenty more…
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Products & Services
Telefónica Tech bulks up Spanish enterprise portfolio with Microsoft tech
Operator harnesses Microsoft’s AI and cloud technology to deliver automation, business management, and customer experience tools in Spain, following launches in other markets. Move advances commercialisation of Tech’s ‘global service lines’, which form part of revenue growth strategy…
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Network & Infrastructure
DT’s Arbitter seeks realism on network API aspirations
DT’s API supremo damps down what should be expected from network APIs.
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Weekly Briefings
Deutsche Telekomwatch Weekly: shoring up the home finances
Both sides of RoI equation in spotlight in key arena of German fixed broadband, as DT re-assesses market trends and continues search for ways to trim fibre rollout budget.
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Partnerships & Alliances
‘Fixer’ Zegona seeks to shore up wholesale relationships, after Vodafone Spain buy
Following €5bn acquisition, Zegona CEO Eamonn O’Hare states intent to “move swiftly” on refreshed strategy, with early moves in wholesale segment reflecting a shift in priorities in order to reduce Vodafone Spain’s cost base and improve unit’s performance…
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M&A
German state trims Deutsche Telekom stake to 27.8%
Government intends to invest funds raised from DT share sale in Germany’s railways.
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Network & Infrastructure
Magenta Telekom Infra rebrands, seeks distance from ex-MNO parent
Austrian TowerCo drops colour scheme associated with Magenta Telekom, as it seeks to stress independence and broaden client base.
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Network & Infrastructure
Hrvatski Telekom assessing carve-out of wireless infra
Croatian operator becomes second Deutsche Telekom business in recent weeks to flag interest in a tower spin-off, after Greece’s OTE.
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Products & Services
DT seeks to break Germany’s fintech barriers with Greek payment app
German telco is piloting payzy, the digital wallet offering developed by its Greek NatCo OTE, in a rare sign of interest in the financial services world.
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Weekly Briefings
Vodafonewatch Weekly: African infra in spotlight, Spanish retreat complete
Latest from Vodafone and its partners and interests as Spanish exit completes, Shared Ops leadership adjusted, and climate plans pushed back. In Africa, infra-sharing is on the cards, but Vodacom’s in-progress South African fibre deal faces backlash…
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Network & Infrastructure
Telefónica takes bulk of Spain’s rural 5G SA funding
Group receives more than half of €508m funding available through UNICO-5G Redes Activas programme, despite alterations to tender to reduce perceived competitive advantage.
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People
BT Peoplewatch: Data & AI leadership redrawn at BT Digital
Senior swaps include new Data & AI leader after Zoë Webster exits the Group, leaving a legacy of AI adoption and foundations for scaling. BT Business changes include senior shuffles for Central Government accounts, while Openreach opts to leave Corporate Affairs & Brand unfilled after Catherine Colloms departs. Plenty more across the Group…
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Weekly Briefings
Telefónicawatch Weekly: core markets press on with digital infra M&A
Work with co-owner Asterion on Nabiax data centre sale reportedly coming to a head, while Brazilian operating business confirms interest in rival fibre assets. AI and network-sharing passion remains, with expansion of Google Cloud deal and Millicom highlighting new JV with Telefónica as an ‘inflection point’ for Colombia. Read more…
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Weekly Briefings
BTwatch Weekly: Kirkby sets agenda as Group targets simpler, leaner, better
In-depth analysis of BT’s FY23−24 results, including the vision cast by CEO Allison Kirkby in her first full-year earnings call. Tweaks made to Group shape will redraw Business boundaries and target the division that has caused significant headaches in recent years. Consumer and Openreach are turning a corner, with the hard graft of the past few FYs soon to be leveraged and monetised. Developments elsewhere include: another delay to the all-IP landline migration; an Openreach executive exit; self-powered base stations; and a multimillion-pound fine from Ofcom…
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Financial & Performance
Deutsche Telekom Q1 FY24 Highlights: low-key Europe division gets a rare ‘star’ turn
Q1 FY24: No nasty surprises, but some emerging challenges, as DT nears the end of its current strategic phase.
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Financial & Performance
Deutsche Telekom Q1 FY24 Spend: German fibre costs continue to irk Illek
Group concerns over cost control in German fibre buildout remain evident, as home market capex jumps more than 25% and CFO warns of more contract pain to come.
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Financial & Performance
Deutsche Telekom Q1 FY24 In-depth: rare sight as Europe takes up the US slack
DT ship remains on course despite some sputtering of its main US engine.
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Financial & Performance
Deutsche Telekom Q1 FY24 Guidance: focus builds on cashed-up DT’s shopping list
Q1 FY24: Group continues to project healthy jumps in revenue, earnings, and cash flow expected in FY24.
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M&A
Telefónica, Asterion ‘gearing up’ to put data centre asset in play
Bidding for data centre operator reportedly set to begin “in the coming weeks”, shortly after firming up major capacity expansion agreement with hyperscalers.
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Network & Infrastructure
Telekom Deutschland picks up pace on fibre after slow start to 2024
Deutsche Telekom’s home market business adds 190,000 homes to its fibre footprint in April, leaving it with 1.6 million to go to hit its 2024 target.