All articles by Joseph Purnell – Page 12
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Financial & Performance
Vodafone Q1 FY25 Highlights: ‘relentless’ Group sees light at end of tunnel
Q1 FY24–25: Vodafone in midst of Germany tempest but all accounted for by upbeat management.
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Financial & Performance
Vodafone Q1 FY25 In-depth: Germany in eye of storm, drags down Europe
Q1 FY24–25: Vodafone Germany dominates earnings call with again enlarged contribution to Group performance.
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Financial & Performance
Vodafone Q1 FY25 Spend: cash ploughed into CX, B2B
Q1 FY24–25: customer experience, brand, and B2B investment begins.
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Financial & Performance
Vodafone Q1 FY25 Guidance: ahead for now, but will fall back in line
Full-year outlook reconfirmed, with Q2 and Q3 ease-off set to bring Group back in line with expectations.
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Network & Infrastructure
Project Gigabit future: UK FibreCos say yes to expansion, but with caveats
Mooted bundling of Project Gigabit mega-contracts gets firm ‘no’ from altnet INCA gathering, but most on board for programme extension. New Labour government urged to protect and evolve rural fibre build to reach final few per cent of rural premises, learn from ‘zany’ Scotland, or risk missing FTTP targets. And then there’s that Type C elephant (not) in the room, Openreach…
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Venturing & Investments
Infracapital: UK FibreCo fundraisers must graft to overcome global ‘bad rep’, new gov showing ‘green shoots’
INCA event provides platform for investors and altnets including Octopus and Netomnia to review early weeks of Labour government, with broad optimism on show despite still rocky funding environment. The capital exists, but what will Downing Street do to bring it to the UK? Read more…
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Financial & Performance
Openreach hits halfway mark in UK fibre mega-project
15 million premises now sit within the Openreach FTTP footprint, on track for 30 million by 2030, but a productivity boost is needed if it is to hit its 2026 interim target…
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Weekly Briefings
Vodafonewatch Weekly: dominoes fall as European restructure takes hold
Latest from Vodafone and its ecosystem, including new and expanded deals at Vodafone Business across IoT, unified comms, and more; Tomorrow Street swapping out partners in regular fashion; and ripple effect of European M&A continueing to be felt…
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Weekly Briefings
BTwatch Weekly: moving beyond the hype with 5G SA and GenAI
Latest from BT and its ecosystem, including 5G SA R&D advancements with Nokia and Qualcomm; an honest assessment of the challenges inherent with GenAI adoption at scale; and a potential asset offload in Europe…
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People
Vodafone Italy CEO jumps ship ahead of sale
Aldo Bisio, CEO of Italian business for ten years, is to leave before its sale to Swisscom completes, and take up an unspecified external opportunity.
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Operations
GenAI at BT: data hygiene critical to moving from ideas to implementation
Chief Data & AI Officer Deepika Adusumilli highlights data quality and cultural change as the two primary challenges to AI adoption at scale, with AWS’s Q and the ongoing Google Cloud migration supporting the effort.
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Products & Services
Vodafone expands RingCentral deal to ‘new regions’
South America, Middle East, Africa, and more in Vodafone Business sights under newly expanded RingCentral partnership.
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Venturing & Investments
Gov-backed UK Infrastructure Bank provides funding to another rural FibreCo
Cornish Wildanet attracts £35m investment from UKIB, days after the bank ploughed £150m into Hyperoptic.
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M&A
Vodafone Portugal attracts Saudi buyout — report
Portuguese telecoms brace for another stc advance if rumours are believed, with Vodafone transitioning from local buyer to acquisition target. Plan B to stitch up Iberian synergies with stc’s Telefónica stake in Spain?
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Weekly Briefings
Vodafonewatch Weekly: geopolitics forcing change in procurement and networks strategy
Latest from Vodafone and its ecosystem as geopolitical tensions and a shift towards a post-globalisation economy make mark on procurement and networks strategy across the Group. Also: Portuguese M&A shot down; CTO seeks commercial tension among hyperscaler partners; and technical trials with various partners show benefits for 5G rollout in Europe…
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Suppliers & SCM
Vodafone buying chief: ‘creeping protectionism’ destabilising telecom supply chain
Group Procurement Director Ninian Wilson warns that dynamic has changed in Europe, with rising US-China tensions making for difficult decisions in telco buying. Vodafone SCM strategy now prioritising resilience, despite trade-offs…
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M&A
Vodafone M&A attempt shot down in Portugal
Proposed Vodafone Portugal acquisition of market minnow Nowo ruled out by local antitrust body, but with potential lessons to take to UK merger wranglings.
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Network & Infrastructure
BT takes carrier aggregation one step further in 5G SA launch prep
Nokia and Qualcomm partnered again for latest 5CC carrier aggregation trial, laying foundations for 5G SA launch later this year.
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Weekly Briefings
Vodafonewatch Weekly: UK merger takes another twist; AI making ‘fundamental’ change
Latest from Vodafone and its ecosystem, including AI-led change affecting the entire industry; UK deal-making to appease merger detractors; spectrum wins in non-core markets; and more from satcomms, ESG startups, and South Africa’s High Court…
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Network & Infrastructure
Vodafone hands VM O2 a spectrum bonus to win merger support
Following more than a year of talks, Vodafone wins Virgin Media O2 round to its proposed Three merger with an extended network sharing agreement and approval-dependent spectrum transaction. Questions remain about MBNL future, BT response, and CMA viewpoint…