Latest Finance & Strategy Insight – Page 65
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M&AAustria’s EuroTeleSites ‘not interested’ in a tower merger with Cellnex
Management of tower offshoot from Austrian incumbent A1 is not looking to absorb Cellnex’s local business, despite ongoing indications it is in play.
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M&ATalkTalk confirms wholesale stake sale plans, ties Consumer to exclusive access deal
TalkTalk confirmed exclusive talks are ongoing with a potential new equity partner for its wholesale business, Platform X Communications, as it refinances its £1bn debt facilities.
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Public AffairsUK: Lords maul government on digital exclusion, call for greater altnet role
Locally-focused altnets are seen as a valuable tool in bridging the Digital Divide by peers tasked with assessing the costs and consequences of digital exclusion.
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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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M&ATalkTalk rumours show potential for break-up to shake up status quo
Under-pressure telecoms group could take drastic action to alleviate debt concerns, which could significantly shake up the consumer and wholesale fibre ecosystem in the UK.
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Analyst BriefingTelefónicawatch Weekly: Group loses 2,800 staff but gains 500 AIs
AI, APIs, and automation at the forefront of fresh tech upgrades across the Group, as it seeks to meet new strategic objectives of increased opex and capex efficiencies. Particular emphasis on data capabilities home market, where operator has reached AI milestones and forged risk intelligence deals over the last week…
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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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M&AUK’s Digital 9 hits regulatory snag in Verne Global data centre sale
Iceland’s antitrust authority has opened a more in-depth review that could delay the transaction.
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Strategy & ChangeTelefónica pushes beyond 500 AI system deployments
Mobile Europe 5G and Beyond: Chief Responsible AI Officer Richard Benjamins discusses technology’s potential to reduce opex and capex while driving efficiencies. Data collection and governance strategy tweaks position the operator to accelerate commercialisation of new AI-based products and services.
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Analyst BriefingDeutsche Telekomwatch Weekly: Group set to swing for German home run
Telekom Deutschland tools up for a long-coveted opportunity to break back into cable operators’ housing association heartland, with MagentaTV refresh, while rival Vodafone seeks to calm fears over susceptibility to a commercial raid by the NatCo. Much more…
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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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Network & InfraBT looks to APIs as it reaches network monetisation ‘inflection point’
Network Strategy Director Nektaria Efthymiou highlighted centrality of standardised network APIs to help BT break out of monolith mode, open up to developers, and chase the 50%–80%+ of untapped 5G value.
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Products & ServicesSpanish telco trio kicks off Open Gateway API rollout
Orange, Telefónica, and Vodafone launch first APIs in Spanish market, focused on providing anti-fraud and security.
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Partnerships & AlliancesT-Mobile aims to up B2B2X game with fresh Netcracker deal
US operator continues effort to ignite its shrinking Wholesale business line by moving relationship with tech and services partner Netcracker into a new phase with fresh priorities.
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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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Network & InfraVirgin Media O2 says Tata to workplace app tangle
Tata Consultancy Services to refresh operator’s employee experience systems as part of ongoing programme of synergy extraction from former Virgin Media and O2 infrastructure.
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Content & TVTelekom Deutschland targets cableco churn with MagentaTV refresh
German NatCo steps up offensive to win more TV customers from cable providers, ahead of nebenkostenprivileg removal.