Europe – Page 11
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Weekly Briefings
EMEA Infrawatch Briefing: SatCos explore new options; subsea revamps
Spain’s Indra eyes bigger role in European satellite picture, while Eutelsat moves to bring space connectivity to Nigeria and (reportedly) Egypt. Meanwhile, fibre players have struck fresh deals in Ireland and Spain, while others consider if further buys are immediately necessary…
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Strategy & Change
BT ‘remains committed’ to diversity despite dropping DEI calculator
BT’s decision to drop the diversity, equity, and inclusion targets from its management bonus scheme comes as the corporate world reassesses the benefits of DEI measures. BT claims to be ready to move on with DEI already embedded, but has it reneged on commitments without first meeting targets?
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Suppliers & SCM
Orange re-ups with Nokia for 5G upgrade in France
Orange France plans broader trial of Nokia’s cloud RAN technology as part of an extended contract to upgrade parts of its network with the vendor’s AirScale products.
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Weekly Briefings
BTwatch Weekly: patience required after more mixed results
Latest from BT, including an in-depth look at the Group’s Q3 earnings, the new BT Business CEO, and Openreach’s broadband vulnerability; Ireland divestment confirmed; rural Scotland build rolls on; more…
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M&A
BT offloads Irish B2B unit to Cordiant’s Speed Fibre
BT strikes deal with investment group to sell enterprise and wholesale units to Speed Fibre, with completion expected later this year. Move advances CEO Allison Kirkby’s agenda to pare back BT’s international presence, following earlier news of Irish data centre sale…
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Financial & Performance
Vodafone exports Turkish innovations as OpCo flexes digital muscle
Q3 FY24–25: Group CEO Margherita Della Valle says Vodafone Turkey ‘outperforming’, setting a blueprint that can be applied elsewhere. CFO Luka Mucic namechecks Egypt as one market that might take lessons, but sees opportunity to pull market-specific levers, too…
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Suppliers & SCM
Virgin Media O2 puts Hansen on five-year tech revamp mission
Australian software provider Hansen to support UK joint venture on digital transformation and wider business revival plan.
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Venturing & Investments
Deutsche Telekom invests in voice AI startup ElevenLabs
Group’s corporate venture arm T.Capital splashes out on a strategic stake in UK-based artificial intelligence voice startup ElevenLabs with intentions to roll out the popular tech to customers.
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Suppliers & SCM
Crnogorski Telekom re-hires Amdocs on revenue tool update
Montenegrin telco to replace and upgrade CRM and billing systems from a previous tie-up with Amdocs.
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Financial & Performance
Vodafone’s German problems take root as OpCo flounders
Q3 FY24–25: insipid performance of largest OpCo overshadows promise elsewhere, spooking investors, with forced cable TV unbundling only part of mushrooming problems. There is light at the end, if management is believed, but tunnel keeps getting longer…
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M&A
Indra to create integrated European satellite player with Hispasat buy
Spanish defence and IT group firms up plans for €725m purchase of Hispasat, with plans to form “most integrated” SatCo in Europe. Indra’s Executive Chairman Angel Escribano says deal is “key” to reaching target of at least €1bn total space sector revenue by 2030…
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People
GSMA seeks new Chair to replace former Telefónica CEO
The GSMA begins hunt for new chair after swapping out deposed Telefónica boss José Maria Álvarez-Pallete. Marc Murtra takes a board seat, with Bharti Airtel’s Gopal Vittal stepping to take the chair in the meantime…
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Financial & Performance
BT Q3 In-depth: talk is good, but seeing will be believing
Q3 FY24–25: CEO Allison Kirkby remains optimistic about FY despite shaky Q3, but goalpost-moving last quarter left expectations low. The headlines are much the same: Consumer’s woe; Business’s rebirth; Openreach’s fibre charge. While the latter is still BT’s source of good news, there are awkward questions over each of the Group’s CFUs…
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M&A
BT Ireland grabs Cordiant’s attention for infra, wholesale sell-off — report
Operator reportedly looking to firm up sale of infrastructure and wholesale business units “in the coming weeks”, advancing Kirkby’s ‘asset-light’ strategy following recent sale of Irish data centres…
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Products & Services
Orange seeks home advantage with new value added services and store
Home services head Chem Assayag emphasises need to identify specific offerings that will have customer appeal.
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Financial & Performance
In depth: Openreach line losses accelerate, fibre gaps widen as strategic vulnerability
Q3 FY24–25: BT’s wholesale division again reports strong financials and record fibre build, but a deeper look reveals a worrying trend of accelerating line losses. This analysis delves into the implications of altnet and Project Gigabit competition, eroding historic market dominance.
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Network & Infrastructure
KPN seeks to temper Dutch overbuild amidst fibre storm
CEO Joost Farwerck eager to temper overbuild in the Netherlands, as fibre rivals including DELTA Fiber and Open Dutch Fiber lock in overlapping city build programmes. Concerns accompany latest earnings showing incumbent maintaining pace to hit own rollout target…
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Weekly Briefings
Vodafonewatch Weekly: all change in Europe
Latest from Vodafone and its interests, including major satcomms advancement; more senior changes at European OpCos; work ethic advocacy in Germany; more…
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Strategy & Change
Acquisitive Polish FibreCo slows M&A, seeks funding in strategy rethink
Jacek Wiśniewski, Chief Executive at Poland’s Nexera, says business is exploring financing options to fuel push past 1.5 million premises. M&A and build-out set to slow down in 2025, as Nexera follows broader European trend of focusing on take-up…
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Network & Infrastructure
Vodafone puts D2D plans in motion with fresh SpaceMobile trials
Vodafone reveals first “space-to-land” gateway to enable direct-to-device services. Further trials of SpaceMobile technology pencilled in for spring 2025 as Group moves closer to launching Europe- and Africa-wide services after launch delays and legal troubles…