Latest Finance & Strategy Insight – Page 83
-
PremiumBT FY22–23: BT buys time with merger as B2B troubles linger
Global and Enterprise go out with a whimper, as Jansen stresses merger cost savings will provide breathing space for BT to refocus in the B2B sector.
-
PeoplewatchWolfgang Metze returns to Deutsche Telekom
Wolfgang Metze set to re-join old stomping ground after seven-year hiatus from the Group. Replaces André Almeida, who takes new position at DT’s investment-focused, centrally based Group Development unit. Metze seen as rising star and has been billed as potential future CEO of Telekom Deutschland.
-
Products & ServicesVodafone’s IoT momentum slows despite glut of new partnerships
Series of recent tie-ups show promise, but connections growth hits first single-digit slow-down for the home-grown, now revenue-unicorn IoT business.
-
Strategy & ChangeMaintaining innovation while improving sustainability in the telco industry
Joe Baguley, Chief Technology Officer, EMEA at VMware, explores how rapid innovation in telecoms is fuelling energy overconsumption, and the steps that the industry can take to tackle the issue. Telco industry has become one of the largest consumers of energy, accounting for 4% of all global usage. This ...
-
Network & InfraDT’s fibre progress marred by overbuild complaints, cabling jungle
Group FTTP network now passes almost six million premises. Rivals maintain criticism of overbuild tactics. Trenching techniques adding to Germany’s subterranean cabling jungle.
-
M&AInfratil placed to take full control of One NZ
New Zealand-based infra investor acquires 49.95% stake from Brookfield, taking its holding to 99%.
-
PremiumBT FY22-23 Guidance: sit tight for another few years
Jansen asks investors for patience as slow turnaround expected to bear fruit in coming FYs.
-
PremiumBT FY22-23 Spend: investment increases, efficiencies found
Sports JV helps bring costs down as Group transformation programmes seeks out more savings.
-
PremiumBT FY22-23 Headlines: good, bad, and plenty in between
Group relies on pro forma figures to find positives.
-
PremiumBT FY22–23: some done, much more to do as BT looks to the future
BT’s year ends with a positive Q4 but leaves some targets missed.
-
Public AffairsDeutsche Telekom CEO ratchets up pressure on Orbán over tax
Höttges doubles down on calls for more beneficial tax policy. Group CEO highlights Magyar Telekom’s strategic Group role, as well as commitment to digitalisation targets. Hungary under increasing fiscal and regulatory scrutiny.
-
M&ATelefónica ‘gears up’ for Peruvian fibre sale
Telefónica Peru said to have recruited Deloitte to help manage partial sale of PangeaCo.
-
PremiumVodafone FY22–23: Egypt central to Vodacom’s next phase
CEO Shameel Joosub talks up gains from Egyptian acquisition as Vodacom sets sights on growth.
-
Strategy & ChangeFreshwave rides DigitalBridge advantage to new infrastructure models
CEO Simon Frumkin talks to TelcoTitans at TowerXchange Meetup Europe. Ambitious young neutral host infrastructure-as-a-service provider taps knowledge and experience of fellow DigitalBridge portfolio companies.
-
Strategy & ChangeAmerican Tower exits Poland
Relatively small tower portfolio sold to local player Emitel.
-
Strategy & ChangeCopper shutdown a ‘game changer’ for Deutsche Telekom, says Höttges
CEO says pilots have been run to test migration approaches. DT’s fibre take-up hampered by its own vectoring success. But Germany does not yet have a firm date for its copper switch-off.
-
PremiumVodafone FY22–23: pressure on core markets as drag continues
Three of Vodafone’s largest European markets see revenue decline and poor return on investment.
-
Strategy & ChangeOrange grapples with challenging agenda to go green
Speaking at DSP Leaders event, Orange Poland Director Daniel Piechocki highlights how the operator is on track to meet decarbonisation goals. Group leadership concedes that sunsetting legacy networks is no easy task.
-
PremiumVi cash crisis piles pressure on tower partners, investors
Indus Towers seeing some success in debt recovery from Vodafone‑backed operator, but more work to be done.
-
PremiumVodafone FY22-23 Spend: OpCos shuffled as gap at the top narrows
Vodacom and Vodafone UK see capital allocation uptick as German frontrunner drops off pace.