All Iñaki Berroeta articles
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Analyst BriefingsVodafonewatch Analyst Briefing: Indian, Kenyan govs seek change at Vodafone outposts
India’s Vi gets knocked back as government hints at funding pullback; long-mooted split-up of Kenya’s Safaricom back in the headlines; Australia’s TPG sees recent overhaul bear first fruit…
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Financial & PerformanceTPG: Vodafone up for £360m windfall as Oz outpost splashes the cash
Following the multi-billion-dollar sale of its fixed assets, TPG Telecom is initiating a major capital return. The “novel and complex” AUD 3bn plan is designed to reward major shareholders while courting minority investors and improving the telco’s stock exchange and credit profile. It also boasted a cracking H1…
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M&ATPG secures final approval for fibre sale to Vocus
Australian operator receives final, unconditional regulatory approval for its sale of fixed infrastructure assets to Vocus Group, leaving only certain “remaining conditions” for the pair to finalise the transaction. Read more…
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Analyst BriefingsVodafonewatch Weekly: Della Valle calls for a ‘European renaissance’
Latest from Vodafone and its ecosystem as the Mobile World Congress dust settles. A series of innovative proof of concepts and more substantial products and partnerships were announced, and the usual on-stage lobbying made plenty of headlines…
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Analyst BriefingsVodafonewatch Weekly: change afoot across the investments portfolio
Latest from Vodafone and across its footprint, including: potential for change in Germany fibre JV ownership; Liberty on the lookout for shared services partners; TPG Telecom enters new era; Vodacom initiates headcount cull in South Africa; more…
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Financial & PerformanceTPG enters ‘new phase’ as CEO actions strategic reset
Australian operator’s network sharing deal with Optus gives management optimism for FY25, as previous FY’s work lays a foundation for mobile market share growth.
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Analyst BriefingsVodafonewatch Weekly Q3 special: German woe distracts from bright sparks in Europe, Africa
Latest from Vodafone as Q3 earnings are digested, leaving investors with a sour taste but management still hungry (and expectant) for a turnaround in the near future. Major executive changes in UK and Investments; MOCN shared network deal goes live in Oz; massive capex uptick in India; strategic deals signed with Mobily, Advantage; more…
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Analyst BriefingsVodafonewatch Weekly: Group taps mega-deals with Accenture, Google, e&, more
Latest from Vodafone and its ecosystem, including an extended deal with Google for GenAI deployment; Accenture-backed reset for shared services operation VOIS; e& tie-up feeds into UAE IoT contract…
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M&ATPG secures fibre sale to Macquarie-backed Vocus
AUD 5.25bn deal will see Vocus pick up fibre network assets and a chunk of TPG’s enterprise, government, and wholesale business.
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Network & InfraTPG’s long-coveted RAN sharing deal is good to go
Australia’s TPG Telecom and Optus got a regulatory thumbs up for their regional network and spectrum sharing deal that will double TPG’s mobile reach.
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Financial & Performance‘Tough decisions’ ahead for Australia’s TPG amid cost-cutting
CEO Iñaki Berroeta announced jobs are going as latest part of multi-year cost-cutting programme.
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Network & InfraTPG signs more regulator-friendly rural RAN-sharing deal with Optus
Australia’s TPG Telecom signs MOCN agreement with Optus in bid to present true regional challenge to Telstra, taking notes from regulator’s report on the unsucessful Telstra deal to add to optimism about green-light prospects…
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Financial & PerformanceTPG accelerates simplification, but infra stutters make for a bumpy ride
Australian operator posts progress on modernisation and simplification in FY23, and tees up more product and systems culls for FY24. Attempts to rationalise TPG’s physical infrastructure portfolio, though, have proved difficult…
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PremiumElsewhere in Associates & JVs: Rumours resurface over Ardian takeover of INWIT
Rumours resurface over Ardian takeover of INWIT.
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Strategy & ChangeTPG to cull brands as integration gives way to simplification
CEO Iñaki Berroeta announces multi-year simplification programme that aims to establish a “leaner, nimbler” TPG Telecom.
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Network & InfraInfra sale talks continue as TPG looks to get lean
Australian operator aiming to become more consumer-focussed and mobile-oriented, with talks ongoing with Vocus over non-mobile infra assets sale.
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PremiumTPG–Telstra to appeal denied RAN-sharing agreement
ACCC rejects network-sharing proposal over competition concerns.
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PremiumTPG brings in BoA to “unlock” Vision Network value
Australian operator seeking to exploit potential of wholesale access network spinout.
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OperationsTPG Telecom unleashes revamped wholesale unit
FTTB Wholesale moniker ditched in favour of Vision Network; will offer tiered residential services.
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M&ATPG sells towers to Canadian pension fund
CEO Berroeta claims balance sheet boost is “strong outcome” for shareholders. Enterprise value set at AU$ 950m. After transaction costs and tax, TPG will bank a more modest sum of between AU$ 350m and AU$ 400m. Transaction includes 20-year master services agreement.