Europe – Page 19
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Financial & Performance
Highlights: Over-powered DT presents headache for Europe’s telco club
Q3 FY24: Quarter sees Group put on another display of financial strength, fed by growth in USA and Europe — prompting some City analysts to question whether it should go easier on competitively challenged rivals in its home market.
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Financial & Performance
Guidance: DT doubles up on EU-US earnings
Q3 FY24: Jointly-driven earnings guidance uplift gives DT a welcome chance to underline how its business is not just about T-Mobile US.
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Financial & Performance
In-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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Partnerships & Alliances
Orange ties with Meta and OpenAI on Africa-focused LLMs
New partnership unveiled at the second edition of Orange’s OpenTech event reflects Group’s desire for AI tech to be inclusive, with focus on training LLMs to learn regional African languages. Read more…
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M&A
Telefónica–Vodafone FibreCo gains investor traction — report
AXA Investment Managers, CDPQ, GIC, and Vauban Infrastructure Partners among list of investors reportedly showing early interest in grabbing an up-to-40% share of Telefónica and Vodafone’s upcoming fibre project. Read more…
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People
BT appoints ex-Verizon exec Rima Qureshi to Board
BT beefs up telco sector expertise in the boardroom with appointment of Rima Qureshi, who forged her telecoms career over 30 years at Ericsson and Verizon.
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Interview
In depth: Eurotelco adtech Utiq sets course for Americas
Ambitious JV plots further regional Transatlantic expansion following recent Austrian debut, according to CEO Marc Bresseel. Read more on plans to crack North America, reach new platforms, forge new partnerships in adtech, telecoms, raise further funds, and beyond…
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Financial & Performance
Highlights: Telefónica keeps cool in face of turbulence
Q3 FY24: Operator stays on track to meet end-year financial targets, maintaining underlying momentum, but macro challenges put a dampener on quarterly performance…
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Financial & Performance
Guidance: ‘confident’ Telefónica steers through FX murk
Q3 FY24: Group exert “high level of confidence” in ability to hit FY24 targets, despite choppy competitive and economic conditions…
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Financial & Performance
Spend: 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 & Performance
In-depth: Telefónica keeps on track despite Core Market mixed bag
Q3 FY24: Management puts spotlight on improved, strategy-central free cash flow, as macroeconomic challenges in Brazil and Hispam hinder sales and profitability growth…
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Enterprise (B2B)
Vodafone puts network APIs to work to fight fraud
Vodafone reveals how it is opening network functionality via APIs to defend consumers and businesses from scams, with new markets lined up…
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Weekly Briefings
Vodafonewatch Weekly: mixed financials, major deals
Latest from Vodafone as deals and partnerships with AMD, Amdocs, Telecom Egypt and more show appetite for R&D, network expansion, following a mixed set of results for the Group’s H1…
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People
Ex-Ofcom chief Sharon White set to lead CDPQ’s Europe team
Ennobled ex-mandarin escaping mired £12bn UK retailer John Lewis to lead £47bn Europe investment strategy at freshly scandal-enmeshed Canadian pension fund (and Telefónica fibre partner in Brazil). Move comes as investor continues to expand digital infrastructure portfolio…
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Weekly Briefings
Orangewatch Weekly: Orange preps for open RAN
Inaugural Orangewatch Weekly Briefing, including: open RAN updates; new Open Gateway tie-up in Spain; Cellnex CEO Marco Patuano opening up on MásOrange talks; and much more…
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Suppliers & SCM
Vodafone mega RAN tender results coming “soon”
It could be days or weeks, but Vodafone expects to announce “pretty soon” the suppliers for its global radio access network as the procurement process enters the final stages.
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Network & Infrastructure
Virgin Media O2 blends fixed and mobile networks amid convergence push
Operator brings new converged network online, bringing fixed and mobile networks closer together in partnership with Ciena to improve efficiency and customer experience. CTO Jeanie York claims switch-on is next major step in network evolution strategy…
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Partnerships & Alliances
Spanish MNOs, and Vodafone, tie on Europe’s ‘first’ Open Gateway API lab
MásOrange and Telefónica tout benefits of an “innovation environment” in driving API adoption.
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Content & TV
DT questions Vodafone’s cable TV defence tactics
Deutsche Telekom says slow disconnection of German users freed from bulk contracts by recent law change is dulling move’s intended competitive benefit.
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Weekly Briefings
BTwatch Weekly: earnings add to Kirkby’s optimism
Latest from BT as CEO Allison Kirkby uses drab half-year results to cast vision for the future; Business prepares for Global divestment; Openreach beats fibre expectations; BT riled as Vodafone–Three merger nears…