All articles by Joe Purnell – Page 5
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Network & InfraBT joins exclusive telco cohort in Anthropic’s frontier AI security project
Telco is the first UK business to confirm Project Glasswing participation, and the first European telco on the list, gaining early access to a frontier AI model aimed at pre-empting next-gen cyber threats.
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Network & InfraGreece: Vodafone, PPC weigh JV to build new fibreco leader
Market analysis: Fibreco combo could reshape market and establish a scaled wholesale challenger to DT-backed incumbent OTE and accelerate momentum in a market that has long lagged behind European FTTP progress.
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Financial & PerformanceBT boss ‘having fun’ amid transformation challenge, industry noise, global turbulence
FY25–26: CEO Allison Kirkby relishing challenge two years in, claiming progress in place and runway for more through further cost-cutting, a B2B reset, and Consumer momentum leveraging Openreach strengths. Conversion still lacking, but management not short of optimism…
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Analyst BriefingVodafonewatch: marking UK MOCN milestones
Analyst Briefing: VodafoneThree makes network integration strides in the UK; Oz MOCN underpins TPG confidence in Vodafone’s return; and the Group signs wholesale deals in largest markets to monetise existing infra assets. More from across Europe, Africa, beyond…
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B2BBT Wholesale gets ‘proactive’ in pursuit of travel eSIM opportunity
MVNOs World: BT Wholesale leans into MVNO-esque partnerships with travel providers amid warnings that roaming resale ‘back door’ is closing. “Our front door is open”, says MVNO Director Nick Wootten. 5G SA could also become a faultline for MVNO…
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Financial & PerformanceBT ‘on the right path’ but braced for near-term decline
FY25–26: Expectations set for marginal revenue decline in coming FY, but management confident in medium-term prospects as capex tapers and free cash flow balloons.
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Financial & PerformanceBT hunts for further cuts
FY25–26: after delivering its first £3bn savings goal ahead of time, and kicking on with another immediately after, BT has now expanded the programme by £700m and given itself an extra year to hit the new target.
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Financial & PerformanceBT’s retrenchment puts domestic struggles under the spotlight
FY25–26: BT claims to be delivering on its UK-focused, next-gen network-led strategy, but continues to struggle with outcomes as revenue falls and familiar problems in B2B hold the Group back.
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M&Anexfibre’s Datta: ‘corner shop fibre’ is dead, the UK needs an infra megamart
Interview: proposed £2bn acquisition of Netomnia is sparking fierce debate across the UK broadband sector. With industry heavyweights trading blows over duopoly fears and infrastructure overlap, discover why CEO Rajiv Datta believes this consolidation is crucial to challenging Openreach.
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Strategy & ChangeTPG heralds return to Vodafone’s ‘bold and disruptive’ past
Investor Day: Australian operator buoyed by claims of network parity and a renewed premium focus via the Vodafone brand. Structural issues have been addressed, and the marque has a “credible and confident” swagger to underpin TPG’s attempt to take on the country’s ‘big two’.
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PeoplewatchLiberty names Ziggo Group leadership ahead of Benelux spin-off
Stephen van Rooyen will step up to lead Ziggo Group after 18 months earning the respect of Liberty Global CEO Mike Fries through leadership of an in-progress VodafoneZiggo turnaround. Sunrise spin-off expertise also secured through new CFO Jany Fruytier.
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Network & InfraGamma’s Edge Migrate: turning the UK’s PSTN switch-off into a strategic channel opportunity
Interview: As of February 2027, PSTN will be no more in the UK, but there remain millions of legacy connections. Gamma has deployed its Edge Migrate service to help partners convert a foreboding migration challenge into an enhanced upsell opportunity for voice and security. Learn more…
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Financial & Performance‘Maestro’ Selley handed licence to ‘get radical’ in BT International revival
FY25–26: global B2B division may be smaller and more focused but challenge remains acute, with veteran CEO parachuted in to steer turnaround just as sell-off rumour mill spins up again.
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Financial & PerformanceBT’s TNT Sports write-down prompts a reset as exit options emerge
Losing flagship football broadcasting rights mean the joint venture is nearing a subscription revenue cliff edge, but prompts a TNT reset after years of massive rights payments and losses — just as BT’s subscriptions commitments draw to a close and exit options open up.
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Analyst BriefingVodafonewatch: Vodafone treads uneven road to recovery
Analyst Briefing: Vodafone says it is turning a page but the same old storyline persists: challenge in Germany, market share pressure in the UK, and emerging market headaches in Africa. Progress has been made, though, and CEO Della Valle is happy to talk it up.
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Financial & PerformanceVodafone’s Della Valle declares start of another ‘new chapter’
FY25–26: CEO considers the Group to be ‘stable’ and ready to kick on towards milestones promised over past few years: revival in Germany, growth in B2B, and broad-based free cash flow momentum across the Group. Questions remain over whether new chapter brings Vodafone any closer to a happily ever after…
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Financial & PerformanceVodafone’s Vi stake diluted further as Indian operator nets injection
Group exposure reduced yet again as promotor peer Aditya Birla Group injects $500m, just as Vi claims to turn a corner.
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Financial & PerformanceFamiliar bumps on Vodafone’s road to recovery
FY25–26 In-depth: Group’s headline numbers look healthy with most metrics moving in the right direction, but underlying challenge remains in Germany and promise of hope from Africa yet to fully materialise. UK benefits from merger bulk-up but scale is no guarantee of market share…
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Financial & Performance‘Invest or die’ at Vodacom, Vodafone keeps things flexible
FY25–26 Spend: Vodacom CEO Shameel Joosub sees no need for nuance in justifying capex plans; Vodafone’s Margherita Della Valle is more measured as capital intensity programme builds in flexibility and future investment even as network outlay tapers in key markets.
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Financial & PerformanceGuidance: more to emerge in Vodafone’s new growth story
Vodafone hits upper end of guidance and hopes to carry momentum into the next FY. Mid-term targets are far looser, with ‘new chapter’ strategy focused on approach rather than deliverables.