All Fibre (FTTC/FTTP) articles
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People
Magyar Telekom rejigs top exec line-up
New tech and finance chiefs to join Hungarian incumbent in early-2025, with Current CTIO Lubor Zatko heading into a new role within Deutsche Telekom.
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Partnerships & Alliances
Telefónica, Entel, and KKR set to call off Peru fibre deal
Plan to create new Peruvian fibre joint venture taken off the table, after disagreements between the businesses over final conditions of the deal. Move marks another blow to Telefónica’s struggling local operating business. Read more…
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Weekly Briefings
The Deutsche Telekomwatch Briefing: no macro alarms, yet
Reporting Q3 numbers, DT execs delight in strong performance of Europe-side businesses and calm concerns over any bumps from political and economic developments in Germany and the USA.
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Network & Infrastructure
Special report: When UK fibre hits its limit, do altnets go wireless?
INCA Summit 2024: debate spills from panel to panel as altnet leaders target the last 2% of ultra-rural premises where fibre is too costly to deploy without massive subsidies. Wireless re-enters the room with new spectrum, enhanced technology…
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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
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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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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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
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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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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Financial & Performance
Kirkby ‘convinced’ of BT strategic plan despite scale of challenge
Q2/H1 FY24-25: BT CEO Allison Kirkby now settled into role and aware of mountain to climb, but no less confident of the Group’s strategic direction.
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Financial & Performance
In-depth: change is coming at BT, ‘trust me’
Q2/H1 FY24-25: Group CEO Allison Kirkby calls on investors to ‘trust me’ in wait for promised turnaround as revenue falters in first half of the year.
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Network & Infrastructure
OTE boss reassures over fibre build after slowdown
About 100,000 Greek homes are lopped off incumbent’s 2024 fibre build out plan, after marked slowdown in rollout pace this year.
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Financial & Performance
Telekom Deutschland ‘on track’ to hit key fibre uptake target
German NatCo is prioritising capturing returns from its FTTH investments, although household buildout is still a strong focus.
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Financial & Performance
Vodafone a ‘happy wholesaler’ as German fibre churn kicks in
Q2/H1 FY24–25: Vodafone confident on Germany’s post-MDU trauma recovery plan, with fixed strategy underpinning the return to health.
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Public Affairs
Greek incumbent ‘not happy’ over utility rival’s fibre power trip
OTE Group wants Greek telecoms watchdog to intervene to ensure a level playing field between it and utility PPC, as latter prepares a wide-scale (and less regulation-encumbered) fibre roll out programme.
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M&A
Vodacom sticking with fibre co-build strategy despite blocked merger
CEO Shameel Joosub reiterates belief in co-investment and co-build fibre projects rather than overbuild, despite MAZIV setback.
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Financial & Performance
BT Consumer promises long-term growth revenue, but where from?
H1 FY24–25: Consumer suffering a hangover from several years of inflation‑fuelled excess, but expects to regain health before year is out…
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Weekly Briefings
Infrawatch Weekly: fibre retail goldrush, Ericsson and Nokia wins, space gets crowded
Latest from the digital infra scene in the UK and beyond, including Lit Fibre and AllPoints consider retail prospects; private equity keeps up data centre funding momentum; Boldyn brings positive vision to neutral hosting, and plenty more…
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Financial & Performance
Openreach raises full-fibre target despite capex and headcount cuts
Openreach is doing more with less as it sets a higher bar for full-fibre coverage for the year while shrinking capex and cutting jobs. Learn more…