All articles by Joe Purnell – Page 31
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Analyst BriefingBTwatch Weekly: UK fibre competitors hit out with renewed vigour; what was in Allera’s CEO pitch?
Latest from BT and its ecosystem as competitors ramp up ambitions and investment challenge to Openreach fibre incumbency pretensions; Consumer boss Marc Allera backs Kirkby mandate (but what would he do “really quite interesting” if made CEO?); more…
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Strategy & ChangeLiberty builds Benelux HoldCo in pursuit of VodafoneZiggo−Telenet synergies
Liberty Global continues to dance around an unblinking Vodafone, which is said to be considering strategic implications of new Benelux holding company established to optimise stakes (adding potential tax efficiencies, management synergies and financial freedoms)… move also features fixed-mobile convergence, opportunistic infra monetisation, regional and other investor bait…
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M&AItaly: TIM CEO would prefer Vodafone to combine with Iliad over Fastweb
Pietro Labriola considers the Italian market in need of “repair”, with Vodafone Italy deal with Iliad his preference.
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Analyst BriefingVodafonewatch Weekly: security concerns allayed as e& beds in
Latest from Vodafone and its ecosystem as TelcoTitans Q3 deep dive finds reasons for concern (M&A mire) and hope (Vodacom, UK, business, smaller OpCos); Ericsson deals may place it well for RAN mega-tender; e& tie-up marches on despite sovereignty siren; more…
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Analyst BriefingBTwatch Weekly: networks in focus as Ericsson steps up, Huawei steps out
Latest from BT and its ecosystem as 5G networks take centre stage: slicing and standalone with Ericsson, Qualcomm; a Huawei rip-and-replace status update; API standardisation to draw down untapped 5G value; plus much more across the Group…
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Financial & PerformanceVodafone Q3 in-depth: ‘underlying’ growth supports organic revenue boost
M&A impacts reported figures but organic growth is maintained, prompting optimism among management; questions remain at OpCo level in several markets; Business is good and set to benefit from partnerships…
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Financial & PerformanceVodafone Q3 overview: CEO attempts to re-assure following M&A setbacks
Progress is painful but Margherita Della Valle remains upbeat on prospects. M&A stumbles aside, Germany headed for houses of horror, UK provides uplift, and Africa remains bright spot.
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Financial & PerformanceVodafone Q3: capex review finds no need for change, outlook on track
CFO Luka Mucic six months into his capex review (and counting), with nothing found yet to force a change to capital intensity levels; Group remains on track to hit FY expectations…
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Analyst BriefingVodafonewatch Weekly: Q3 shows progress, amidst German mire and Africa turbo
Beyond overall positive Q3 results: e& continues to be embraced despite national security scrutiny (including joining RAN mega-tender); Vantage Towers deploys a CIO; Amdocs bags TPG; Spain gets the nod + Open Gateway…
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Analyst BriefingBTwatch Weekly: Kirkby gets stuck in on busy first day
Latest from BT and its ecosystem in a week of change at the top as Kirkby settles in; Q3 results fail to set the world alight but offer foundational promise; plus more from BT and beyond…
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Financial & PerformanceVodacom charges past 200 million customer mark
South African group posts positive Q3 numbers, headlined by customer base milestone.
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Analyst BriefingVodafonewatch Weekly: antitrust and security scrutiny, home and away
Huge week for Vodafone as M&A activity ramps up: Italy leaves Iliad reeling; Spain progresses; UK gets underway; and Emirati investors dodge security scrutiny. Plus, much more around the Group in Europe, Africa, elsewhere…
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Financial & PerformanceBT’s Kirkby opens a mixed Q3 bag; Jansen goes out without a bang
BT Q3 FY23–24: New CEO’s first task is to round up latest results but little drama to work with as Jansen’s mandate fizzles out. Line losses and questions around pricing indicate something of the challenge to come…
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M&AIliad accepts defeat as Vodafone shuns final Italy offer
After Vodafone rejects latest revised merger terms, Iliad calls time on negotiations over proposed OpCo merger. Opportunistic interloper looks intent on continuing to disrupt Italian market, keeping incumbents under pressure. Vodafone remains TBC…
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Analyst BriefingBTwatch Weekly: strategic swaps in the boardroom, rigorous defence in the courtroom
Latest around BT and its ecosystem as the Group goes to court to defend against overcharging class action; Deutsche Telekom goes strategic with latest BT board rep; and BT lays out a spectrum policy wish list; and more…
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PeoplewatchDeutsche Telekom goes strategic with new BT board rep
DT Chief Operating Officer Raphael Kübler to join BT boardroom to oversee stake and keep an eye on transformation agenda.
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M&AEmirati position in Vodafone found to present ‘material’ national security risk
Government investigation into e&’s 14.6% stake and strategic relationship agreement with UK operator group raises prospect of deal rethink, boardroom reshuffle, but Vodafone bullish in response…
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Analyst BriefingVodafonewatch Weekly: another week, another M&A headache
20-plus key updates from around Vodafone and its ecosystem, including: e& stake under scrutiny; Nowo no-go makes for M&A stumble; SpaceMobile gets Vodafone financial boost; Indus points finger at Vi as payments fail to materialise; plus much more in Europe, Africa, further afield…
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Financial & PerformanceOverdue Vi cash yet to materialise for Indus Towers
Indus Towers confirms Vi has failed to stick to a payments plan that would have paid off the operator’s sizeable debts to the TowerCo.
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Analyst BriefingBTwatch Weekly: Jansen tenure closes out with network wins, pricing changes
Latest around BT and its ecosystem, with new CEO Allison Kirkby in the wings and Starlink in constellation test-mode, plus: quantum radio ambitions; CWU scrutinising BT Fleet TUPE obligations; Better Workplace in final phase; and more…