Europe – Page 35
-
Financial & PerformanceDeutsche 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.
-
Financial & PerformanceDeutsche 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.
-
Financial & PerformanceDeutsche 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.
-
M&ATelefónica, 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.
-
Network & InfrastructureTelekom 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.
-
PeopleVodafone Peoplewatch: Shared Ops overhaul prompts further procurement shuffle
30+ senior/strategic appointments across Vodafone Group worldwide, including: knock-on effects of ongoing Shared Operations restructure; BizDev leader Philippe Vogeleer’s departure; and new CFO at Vodafone Investments. Vodafone Germany turns attention to Broadband & Entertainment, while Business makes regional changes across Europe. Plus lots more on product and finance fronts, and in Africa, Europe, and Group HQ…
-
M&ADigi lands fresh role in OTE’s Romanian exit saga
OTE has signed an MoU with West Network Invest, said to be majority owned by Digi Romania.
-
Partnerships & AlliancesTelefónica extends Google Cloud deal into realm of AI
Group frames three-year extension and expansion of cloud services relationship with hyperscaler as a means to expand in B2B and accelerate digital transformation.
-
M&AT-Mobile grabs first slice in UScellular carve-up
T-Mobile US to spend about $4.4bn on a sizeable customer, spectrum, and operational bolt-after agreeing previously mooted buyout of UScellular.
-
Strategy & ChangeVodafone clarifies climate ambitions, pushes net zero back five years
With the publication of its first Climate Transmission Plan, Vodafone delivers more concrete information on the Group’s decarbonisation plans and expectations, but downgrades an ambition to reach Scope 1&2 net zero.
-
Products & ServicesVodafone’s TOBi chatbot gets a generative AI makeover from Microsoft
Vodafone reveals early progress with applying GenAI to advance customer experience transformation as part of strategic tie-up with Microsoft.
-
Weekly BriefingsTelefónicawatch Weekly: Shares, spectrum, and security in the spotlight
Spanish state hits 10% Telefónica stake target after two-month ramp-up. Fresh alliances with Microsoft and domestic operator rivals bolstering cybersecurity, AI, and rural mobile initiatives. Elsewhere, UK prepares for mmWave spectrum auction. Read more…
-
Weekly BriefingsVodafonewatch Weekly: nip and tuck all part of the plan, as CEO evinces optimism
In-depth analysis of FY23−24 results as Margherita Della Valle attempts to paint rosy picture of shrinking Group. Storm still to come in Germany, but Spanish exit secured, and confidence around UK merger prospects. Significant developments across (re-shaped) footprint include: changing leadership; strategic partnerships; and an M-PESA spin-off update…
-
Financial & PerformanceVodafone FY23−24 Highlights: foundation stones in place, growth ‘in our hands’
After taking a sledgehammer to the Group’s European footprint; initiating a shared services, Germany, and CX overhaul; and working to establish an ROCE-mindset, CEO Margherita Della Valle says the year represents a good start to her mandate. More to be done, of course, and much of this FY was spent laying foundation stones, but slimmed-down Vodafone intends to leverage agility to scale in fewer, ‘better’ markets, underpinned by a revamped commercial model…
-
Financial & PerformanceVodafone FY23−24 In-depth: re-shaped Group smaller but ‘stronger’
Changing footprint makes for some massive cuts to revenue, but what is left of the Group manages growth on organic terms.
-
Financial & PerformanceVodafone FY23−24 Spend: UK drops to bronze as Africa becomes runner-up
An inflated Africa group, now including Vodafone Egypt, tips the capex allocation balance as Germany retains the lion’s share and Turkey takes the place of Italy and Spain.
-
Financial & PerformanceVodafone FY23−24 Guidance: muted optimism extends to forecasts
CEO Della Valle continued a trend of paring back and tempering expectations in uninspiring guidance figures.
-
Network & InfrastructureDT bosses not wild about BNetzA’s rights extension conditions
BNetzA proposals, outlined last week, would let Germany’s three major mobile players avoid a lot of the cost of re-acquiring licences due to expire next year.
-
Network & InfrastructureSpanish telco trio to share spectrum on rural 5G rollout: report
MásOrange, Telefónica, and Vodafone reportedly planning to pool spectrum assets for UNICO-5G Redes Activas initiative. Suggested move holds potential to reduce costs of meeting government rural coverage targets.
-
Partnerships & AlliancesTelefónica adds cybersecurity dimension to Microsoft alliance
Telefónica Tech integrates generative AI tools such as Microsoft Copilot for Security with its portfolio.