Latest Finance & Strategy Insight – Page 61
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Network & Infra25G/50G slow-go: Openreach may hold out till 2030s on next-gen fibre tech
In depth report — two of the UK’s biggest fibre wholesalers have dampened expectations of imminent 25G and 50G PON upgrades, despite prep-work. Virgin Media O2-backed nexfibre sees no “imminent” case for commercial launch. Openreach also wants greater energy efficiency and to maximise older-gen GPON value extraction, with point-to-point eyed for enterprise. Read more…
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Financial & PerformanceLightning Fibre’s quick insolvency switch could show the way for struggling altnets
Lightning Fibre’s £40m pre-pack sale out of administration and back into the hands of the investment fund that had supported its initial build may prove a template for struggling UK altnets as expectations on performance levels rise, but at what cost for suppliers and partners? Read more…
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M&ABT revives Ireland sale talks as Kirkby picks up where Jansen left off — report
BT said to be considering BT Ireland sale as new CEO Allison Kirkby attempts what Philip Jansen could not. A sale would extend the asset-light strategy taken on at BT Business…
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Financial & PerformanceSpain continues to build Telefónica buffer, increasing stake to 5%
Government increases shareholding in the operator by 2%, quickly following up acquisition of a 3% stake in March 2024.
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Network & InfraBT, Vodafone seek fast cash and stricter discipline as sector adjusts to new digital reality
FutureNet World: Vodafone’s Andrea Donà and BT’s Howard Watson issue a call for more cash, patient investors, and industry collaboration as network technologies evolve and a light emerges at the end of the investments tunnel. Watson heralds success of fixed, but wants the next mobile ‘G’ to be held back…
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PeoplewatchVodafone opts for SAP’s Auramo as new Business boss
SAP Chief Business Officer Marika Auramo to take Vodafone Business top-spot, completing Margherita Della Valle’s Executive Committee and adding more senior SAP expertise to the table.
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Financial & Performance‘Revitalised’ Vi completes mega fundraise
Vodafone‑backed Indian operator completes an INR 180bn FPO, commits to “significant” capex boost to enable network upgrade. 4G and 5G services to benefit in bid to present true challenge to Bharti Airtel and Reliance Jio. Chairman Kumar Mangalam Birla claims a “turning point” in Indian telecoms and introduces a ...
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Financial & PerformanceTen years into mission, Höttges’ DT is on cruise
FY23: Deutsche Telekom keeps growth going in landmark — but largely business-as-usual — twelve months for its long-serving CEO.
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Financial & PerformanceDeutsche Telekom FY23 highlights: momentum maintained
Strong, broad-based commercial performance sees DT meet all major financial targets for FY23. Group is no longer a one-trick, T-Mobile pony. Read more…
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Financial & PerformanceDeutsche Telekom FY23 guidance: cash flow becoming a deluge
More jumps expected in revenue, earnings, and cash flow expected in FY24.
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Financial & PerformanceDeutsche Telekom FY23 spend: unfinished business on cost control
FY23 session sees ongoing evidence of Group leadership qualms in the area of cost control, amid macro and regulatory uncertainties. Read more…
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Strategy & ChangeTelefónica said to refinance struggling Peruvian biz again
Group reportedly approves capital reduction and further investment in the country, as unit continues to seek a turnaround after reporting sales and earnings declines in FY23…
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M&AVodacom Tanzania snaps up rival Smile as Saudi investors cut losses
It’s all Smile(s) as Vodacom completes acquisition of small Tanzanian operator with attractive spectrum holding and 4G network presence. Vodacom Tanzania acquired local rival Smile for TZS 68.8bn (£22m/€25m) just two years after Saudi investors spent $235m+ on a rescue deal. The deal delivers access to Smile’s 800MHz and ...
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B2BBT evolves Local Business with more activity brought in-house
Changes afoot across BT’s SME IT services portfolio as some regional partners step up and others fall away. Pattern emerges of fewer partners holding expanded remits, and BT is not shying away from bringing some regions in-house “where we need to”…
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Financial & PerformanceVi to get £197m top up from Vodafone partner Aditya Birla
Vi makes inroads into reducing debt pile with proposed cash infusion from Aditya Birla and thumbs up from shareholders for INR 200bn equity offering.
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Public AffairsEnforced M-PESA spinout delayed by Safaricom $575bn tax exposure
Tax complication delaying spinout of transformational and potentially highly valued African mobile-money pioneer; Central Bank Governor keen to make faster progress on resolution, amidst desire to navigate its local dominance. Read more…
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Analyst BriefingVodafonewatch 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 BriefingInfrawatch 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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Financial & PerformanceYet another AST SpaceMobile launch delay for MNO backers
Getting current-gen BlueBirds into low-Earth orbit for cellular broadband from space taking longer than expected, but funding in place after Vodafone, AT&T and Google supported latest call. Other industry backers include American Tower, Bell Canada, Rakuten, Samsung, Cisneros…
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Financial & PerformanceDeutsche Telekom’s Europe success story — under-appreciated, under-valued (and awkwardly off-narrative)
Exclusive analysis: quietly, the transatlantic behemoth that is Deutsche Telekom is countenancing a slight increase in capital outlay in its ten-territory Europe division, despite the remorseless downer its execs lay on the region’s lack of global investment appeal. Investors still value rump DT very poorly compared to T-Mobile US, however. Read more…