Latest Analyst Briefings – Page 12
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Analyst BriefingsVodafonewatch Weekly: Donà’s network wishlist, IoT wins, and small steps forward for Vi
Latest from Vodafone and its ecosystem as UK CNO Andrea Donà calls for more cash for quicker network upgrades; Celfocus partnership takes gold; SAP exec named Business boss; and India’s Vi finds new momentum in hunt for funding…
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Analyst BriefingsTelefónicawatch Weekly: Spain continues stakebuilding; Group gets bogged down with brand legals
Spanish government brings itself level with CriteriaCaixa as Telefónica’s largest shareholder, increasing stake (through SEPI) to 5%. Elsewhere, Group gets to working through ‘huge’ DT brand dispute file dump; Virgin Media O2 taps Starlink for rural connectivity boost; Group seeks to keep closer watch on AI impact…
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Analyst BriefingsBTwatch Weekly: Watson calls for discipline, Openreach eyes fibre mega-contracts
Latest from BT and its ecosystem as CSNO Howard Watson calls for patient investors and looks ahead to rewards at the end of the networks upgrade tunnel; Openreach licks lips at prospect of Project Gigabit mega-contracts; and more SRN updates as EE charges on…
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Analyst BriefingsInfrawatch Weekly: CTOs to the fore as industry reshuffles, DT disses 1&1, BDUK springs forward
Latest from the digital infra scene in the UK and beyond, including big Project Gigabit wins for Quickline, Wessex Internet, and Wildanet; a first appearance in the wild of a DSIT-funded 4G mast; DT taking a swipe at its newest mobile rival; people moves, and plenty more…
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Analyst BriefingsTelefónicawatch Weekly: Shareholder dance continues with growing Spanish flavour; O2 presses on with 5G experiments
Spanish banking foundation pops up as Telefónica top shareholder, as Spanish government seperately said to be seeking spot on board as it builds its own national interest stake. Elsewhere: O2 gets 5G projects on the move; refinancing in Peru; VM O2 resumes digital landline project…
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Analyst BriefingsVodafonewatch Weekly: M&A success in Africa; funding milestone in India; Microsoft getting AI-cosy in Paddington
Latest from Vodafone and its ecosystem, including: long-awaited acquisition in Tanzania that looks to be good business for Vodacom; initial answer to funding questions at Vi via Vodafone partner ABG; developments across the Group’s European operations; and more…
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Analyst BriefingsBTwatch Weekly: SME bizmodel shake-up; cybersec gets another partner boost
Latest from BT and beyond, including major changes to the Group’s regional SME IT services model, with more activity brought in-house in latest evolution; BT Business continues to put cybersecurity on the agenda with fresh commercial deal; and Phones 4u imbroglio rolls on with EE not out of the spotlight yet…
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Analyst BriefingsVodafonewatch Weekly: Phones 4u legal battle reignite, satcomms remain grounded, enforced M-PESA spin-out hits tax challenge
Latest from Vodafone and its partners, including revived legal wranglings in the UK over Phones 4u collusions claims, Vodafone-backed SpaceMobile still struggling to launch, Safaricom $0.5bn+ tax exposure complicating state-enforced divestment of M-PESA jewel. Plus much more…
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Analyst BriefingsTelefónicawatch Weekly: Spanish state commences stake-build, German tower build amidst fibre woes, satellite hooha
Spain national interest card in play in strategic shareholder rejig reshuffle. Mobile network expansion in Germany, as fibre sector doubt viability of government’s long-term fibre deployment targets. Read more…
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Analyst BriefingsInfrawatch Weekly: sharpened focus for emerging TowerCos, bumps on path to UK fibre consolidation, 6G in space
Latest from the digital infra scene in the UK and beyond, including TowerCos IHS and Helios embracing core-strengthening exercises; Netomnia’s predictions for a likely ceiling on market penetration for altnets; and the beginning of the next rules update for the UK’s fibre landscape. Plenty more…
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Analyst BriefingsVodafonewatch Weekly: Germany goes into cost-cutting mode, while shareholder Xavier Niel grumbles about Group strategy
Lots of action in Germany this week as Vodafone announced 2,000 job cuts and new efficiency programme and fibre altnets argued the practical and competitive hurdles holding back gigabit broadband deployments. Read the full briefing…
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Analyst BriefingsTelefónicawatch Weekly: Group wants bigger ownership (but smaller rights bill) in Germany
Group launches bid to take O2 Germany private, while local CTIO calls for renewal of soon-to-expire spectrum licences, rather than reauctioning. Telefónica makes finance-focused management changes across several functions. Telefónica, O2 UK to shell out £7m after judge admonished legal defence in Phones 4u legal case. Elsewhere: Telefónica Tech ...
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Analyst BriefingsBTwatch Weekly: Etc. makes a Tap to Pay play; Tech Fellowship recognises top talent; new ads amplify B2B identity
In-house innovation from incubation arm and distinguished tech leaders in the spotlight this week.
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Analyst BriefingsTelefónicawatch Weekly: Group gets its infra in order post-MWC, FY23 results
Group exploring wholesale network access and infrastructure-sharing deals in Spain and the UK, while testing new mobile infra in the latter to drive efficiencies. Operator seeks to take O2 Germany private, while talks over fresh IT supplier deal and M&A reportedly roll on in its home market…
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Analyst BriefingsInfrawatch Weekly: fibre switching ‘hijacked’, Cellnex asset squeeze, CityFibre gets acquisitive
Latest from the digital infra scene in the UK and beyond, including Netomnia’s takedown of Openreach and VM O2 on fibre switching delays; Cellnex plans for a future focused on delivering returns; fibre rollout progress in Europe and Latin America; and a potential spark for accelerated altnet consolidation in the UK.
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Analyst BriefingsVodafonewatch Weekly: CEO claims reset success on Italian offload; now for the internal re-jig
Latest from ecosystem: confirmation of Italian exit triggers major overhaul of Group structure and ExCo. Elsewhere: German fibre disputes; M&A in Czechia; more from Africa, Europe, and much beyond…
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Analyst BriefingsBTwatch Weekly: Adastral refocused as Networks domain; One Touch Switch Glitch; Biz boosters…
Latest from BT ecosystem: reassurance that R&D hub remains critical to Group operations; slammed again over One Touch Switch delays; Broadpeak, Sprinklr join roster; Business boasts renewal; and much more…
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Analyst BriefingsVodafonewatch Weekly: Oz modernisation mix step, Indian rejuvenation?
Latest from Vodafone, including TPG transformation stunted by failed asset offloads; Vi’s funding update raises more questions than answers; and a €1bn Berlin fibre build. More from across the Group’s footprint, from Cape Town to Canberra, Berlin to London…
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Analyst BriefingsDeutsche Telekomwatch Weekly: MWC gives Europe one in the AI, ISS dispute escalates
Barcelona sees Group CEO Tim Höttges join European peers to reiterate calls for new thinking on regional telco development. New T-Systems CTO, Europe NatCos expansive on fibre, M&A…
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Analyst BriefingsBTwatch Weekly: BT plays long game on 5G SA, enterprise multi-cloud ramps up
Latest from BT and its ecosystem, including an exclusive interview with Business CTO Colin Bannon as the division sets about promoting its multi-cloud Global Fabric platform; Group CTSO Howard Watson tempers 5G SA expectations but sets vague timeframe; more from Openreach, Consumer, elsewhere…