Latest Finance & Strategy Insight – Page 79
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Partnerships & AlliancesVodafone’s Economy of Things venture takes flight, onboards customers
Vodafone Digital Asset Broker CEO Jorge Bento lays out EoT future as Group carves out influential role in blockchain-based transactions.
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M&Ae& weighs 20% Vodafone stake, but keeps investment options open
e& testing the waters with regulatory and competition authorities in multiple countries on raised stake, with “no red flags” raised yet.
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Financial & PerformanceT-Mobile US still hazy on 5G ANS growth
Mike Sievert says NatCo doesn’t know when 5G ANS revenue will be “bigger than a breadbasket”.
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Partnerships & AlliancesMore growth for Telefónica–Prosegur JV, despite cooldown
Movistar Prosegur Alarmas reports reduced rate of user acquisition, reflecting fresh focus on driving up service profitability and customer value.
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Network & InfraTelefónica agitates again for fibre consolidation with Vodafone Spain
Spanish giant formally proposes to Vodafone’s troubled subsidiary to shut down its HFC network and migrate customers into its own FTTP network.
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Public AffairsDeep dive: Altice scandal tremors reach BT and Vodafone
TelcoTitans’ deep dive into the still-developing financial scandal enveloping telecoms buccaneer Patrick Drahi and his highly-leveraged Altice, following co‑founder’s arrest in Portugal, incl. potential ramifications for vendors, investors and intertwined BT, Vodafone investments…
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PeoplewatchAllison Kirkby named CEO as BT looks beyond “obvious candidates”
BT heeds Allison Kirkby’s advice to opt against “obvious candidates” as Telia CEO prepares to succeed Philip Jansen within the next six months.
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PeoplewatchTesco Mobile installs new CEO
Retail giant’s Managing Director of Large Stores shifts across to lead long-running JV with Virgin Media O2.
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M&AAmerican Tower CEO sees 'nothing compelling' to tempt splashing out on M&A
After offloading assets in Mexico, Poland, and possibly India, American Tower has little interest in international acquisitions to expand footprint.
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Partnerships & AlliancesDeutsche Telekom spreads AI wings with ‘global’ alliance
Group signs MoU with e&, Singtel, and SK Telekom to form Global Telco AI Alliance.
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Financial & PerformanceQ2 FY23: Telefónica to navigate via ‘GPS’ in next strategic cycle
Growth, profitability, and sustainability are key focus areas as Group preps vision for cash flow growth in the period to FY26. Learn more about the upcoming strategy update being concocted with McKinsay that was outlined with the Q2 results…
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Strategy & ChangeT-Mobile ‘looking hard’ at options to ‘crack the code’ for FWA expansion
CEO says economic ways to extend FWA footprint are not “immediately obvious”.
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Network & InfraOpenreach creeps towards fibre connections target
Unusually, infrastructure division seen stuttering on fibre rollout and falling short on annualised run-rate goal of four million premises passed.
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Strategy & ChangeOrange CEO downplays Ethiopia ambitions
Heydemann currently sees little opportunity for value creation in Ethiopia under current conditions. Read more about Orange’s MEA powerhouse strategy and Q2 performance, incl. Orange Money…
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Financial & PerformanceTelefónica Q2 FY23 Guidance: operator bets on maintaining momentum
Group updates guidance on back of strong cross-market growth.
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Financial & PerformanceTelefónica Q2 FY23 Headlines: Group holds steady
Group maintains solid growth across its operating businesses.
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M&AVan Boxmeer eyes full ownership in UK merger
Vodafone Chairman suggests operator could buy out CK Hutchison’s stake in the merger between its UK OpCo and Three UK.
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Financial & PerformanceQ1 FY23–24: BT boasts revenue boost as price hikes pay off
Revenue up across every division, EBITDA follows suit in all but Business.
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Strategy & ChangeKPN CEO Farwerck wants to ‘snaffle’ infra rivals
Dutch telco interested in following up recent Primevest acquisition with more FibreCo bolt-ons.
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Network & InfraO2 Germany CEO cools concerns about Huawei ban
A ruling to immediately replace Chinese equipment is not likely, according to Markus Haas, Chief Executive of O2 Germany. With solid Q2 FY23 results, operator nudges up full-year outlook.