Europe – Page 40
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Financial & PerformanceDeutsche Telekom’s Europe success story — under-appreciated, under-valued (and awkwardly off-narrative)
Exclusive analysis: quietly, the transatlantic behemoth that is Deutsche Telekom is countenancing a slight increase in capital outlay in its ten-territory Europe division, despite the remorseless downer its execs lay on the region’s lack of global investment appeal. Investors still value rump DT very poorly compared to T-Mobile US, however. Read more…
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Weekly BriefingsVodafonewatch Weekly: Germany goes into cost-cutting mode, while shareholder Xavier Niel grumbles about Group strategy
Lots of action in Germany this week as Vodafone announced 2,000 job cuts and new efficiency programme and fibre altnets argued the practical and competitive hurdles holding back gigabit broadband deployments. Read the full briefing…
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M&ASpain buys 3% of Telefónica, more share purchases likely
Madrid initiates process of regaining primary shareholder status in Telefónica, as national interests surrounding telco ownership continue to rise back up the agenda in Europe, prompted by phase of operator vulnerability to outside takeovers and broader climate of geopolitical risk.
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OperationsVodafone Germany to axe 2,000 jobs in €400m cost-cutting drive
Vodafone Germany embarks on a cost-cutting journey with job cuts and investments going elsewhere.
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Network & InfrastructureAustria: Magenta Telekom outspends rivals in 5G auction number three
Magenta Telekom leads the charge in Austria’s 5G spectrum auction, with ties to improved efficiency and business models.
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Public AffairsGermany’s fibre players question viability of Gigabit Strategy goals
Amidst the jostling at FTTH Conference in Berlin, altnets and incumbent Deutsche Glasfaser, GigaNetz and Telekom raise doubts that ‘fibre everywhere’ can be achieved by 2030, more upbeat on demand. Read more…
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Weekly BriefingsTelefónicawatch Weekly: Group wants bigger ownership (but smaller rights bill) in Germany
Group launches bid to take O2 Germany private, while local CTIO calls for renewal of soon-to-expire spectrum licences, rather than reauctioning. Telefónica makes finance-focused management changes across several functions. Telefónica, O2 UK to shell out £7m after judge admonished legal defence in Phones 4u legal case. Elsewhere: Telefónica Tech ...
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M&AVodafone ‘not well managed’ suggests disgruntled Xavier Niel
Vodafone minority shareholder Xavier Niel has cast doubt on Vodafone management’s strategic vision in a Sunday Times profile that followed the sale to Swisscom of the Vodafone Italy business he has long coveted.
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PeopleTelefónica Peoplewatch: tech leadership changes in TV, fixed, and Peru
March 2024 update: new CFO at newly merged digital innovatio unit, directors appointed to aid digitalisation efforts, nexfibre and Telxius gain key appointments, communications leadership at O2 Germany overhauled, ex-O2 Germany CEO joins board at IT service provider…
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Network & InfrastructureBlue Planet: Re-making telcos as platform heroes
Blue Planet is calling on operators to build new platforms that rise above the existing tangle of legacy technologies and unlock the revenue and innovation opportunities promised by a fully automated ‘no ops’ future.
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PeopleDeutsche Telekom names new Global Business boss
Conrad Riedesel to lead go-to-market for DT’s networking and unified comms propositions outside of Group’s German core.
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M&ACMA concerned Vodafone-Three could access O2 and EE secrets
As expected, the UK merger is headed for tougher scrutiny in a longer investigation following an initial review by the Competition and Markets Authority.
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Network & InfrastructureGermany’s 1&1 claims network prep progress, with modest site growth
German challenger expects to construct 3,000 antenna sites in 2024.
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Network & Infrastructure‘Stop the mud slinging’: DT’s Gopalan hammers German rivals’ fibre competition complaints
FTTH Conference 2024: Tensions spill over in Berlin on fibre leaders CEO panel, with competitors arguing over who and what is to blame for poor position in European league table on availability and penetration. Incumbent Srini Gopalan lambasts ‘rhetoric’, untruths, lying. Read much more…
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Weekly BriefingsTelefónicawatch Weekly: Group gets its infra in order post-MWC, FY23 results
Group exploring wholesale network access and infrastructure-sharing deals in Spain and the UK, while testing new mobile infra in the latter to drive efficiencies. Operator seeks to take O2 Germany private, while talks over fresh IT supplier deal and M&A reportedly roll on in its home market…
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InterviewNetomnia: capex inefficiency is blocking consolidation opportunity
Speaking to TelcoTitans, Netomnia founder and CEO Jeremy Chelot suggests too many altnets are banking on unachievable take-up goals, and that playing fast and loose with investor money has resulted in a block on viable valuations for consolidation.
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PeopleVodafone Peoplewatch: Vinod Kumar’s new Dubai digs, fresh faces in shared services…
20+ high-profile moves in and around Vodafone, including: new private equity digs for Vinod Kumar; Group Technology exits; VodafoneZiggo top-team (and ‘value-creating’ exec at part-owner Liberty); plus more across the Group…
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Public AffairsTelefónica’s Rao adds to calls for German auction rethink
O2 Germany’s CTIO helps maintain pressure as BNetzA considers next move on spectrum rights.
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Financial & PerformanceDT hits sales targets in Germany but yet to earn FTTH bonus
Group’s home market business continues to outdo its key rivals on commercial and financial numbers, as well as comfortably hitting mid-term internal goals.
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Network & InfrastructureBT calls for more public funding to connect UK’s most remote homes
BT shares broadband policy wish list as UK government ponders intervention for 100,000 ultra-rural premises not covered by commercial or public-funded programmes.