Latest Finance & Strategy Insight – Page 84
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PremiumVodafone FY22-23 Guidance: get customers right and growth will follow
Guidance: get customers right and growth will follow Source: Vodafone Della Valle was somewhat vague on what mid‑term success for Vodafone would look like. Beyond confirming that macroeconomic challenges and recent changes in the structure of the Group meant that previously set mid‑term goals of mid‑single‑digit growth ...
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PremiumVodafone FY22–23 Headlines: growth “possible”, but returns prove costly
Vodafone’s revenue creeps up but not without challenge.
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Strategy & ChangeNewbie GD Towers sheds “dinosaur” image, looks east for tower expansion
CEO Bruno Jacobfeuerborn revels in GD Towers’ independence at TowerXchange Meetup Europe. TowerCo confirms organic and inorganic growth are on the agenda, and signals more Deutsche Telekom asset carve-outs in the pipeline.
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Strategy & ChangeTelefónica emphasises collaboration and cloud in API strategy
Speaking at DSP Leaders event, SVP Juan Carlos Garcia Lopez says Telefónica is placing collaboration at the forefront of its API strategy to avoid past industry traps.
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EventwatchOrange’s Vamparys joins cloud-native dots
Speaking at DSP Leaders event, CTIO for Europe sets out approach to cloud native.
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InterviewInterview: open source advocate Ensarguet applies enterprise IT credentials to techco challenge at Orange
New VP of Software Engineering follows his technology “north star” from Orange Business Services into wider group. Major proponent of open source collaboration to ensure telcos can focus on what makes them unique.
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Network & InfraBT’s Watson urges “scared” telcos to embrace innovation, but efficiently
Solving the conundrum of driving innovation while managing energy efficiency will demand operators get a grip on legacy technology says BT networks chief, speaking at DSP Leaders event.
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PremiumInfraCos dig automation as opex pressures build
Operational efficiency is a must for capex-intensive rollouts, say operators at DSP Leaders event. Greenfield InfraCo ConnectiviTree bakes in automation from scratch. BAI Communications takes software engineering to London Underground.
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PremiumT-Mobile US CEO trumpets enterprise, rural gains
Mike Sievert outlines “methodological approach” to building share in underpenetrated areas. Highlights Verizon’s role as “great benchmark” to mark enterprise progress.
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PremiumOpenreach earns Equinox approval despite altnet fallout
Equinox 2 wholesale pricing package gets green-lit by Ofcom after months of deliberation and consultation.
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M&ATowerXchange Europe: Phoenix Tower explores new avenues for growth, still open to M&A
As tower deals cool off in Europe, comparative upstart Phoenix Tower International looks to operational efficiency and adjacent growth areas. Scott Lewis, VP Next Generation Solutions at PTI, flags difficulties with DAS, and says it’s “early days” for mobile private networks. Warns off engagement with enterprise IT as neither ...
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PeoplewatchAmerican Tower appoints new CEO in Germany
Martin Bouchard takes up mantle as CEO at American Tower Germany, moving from C-suite position at Deutsche Funkturm.
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Strategy & ChangeVodafone’s Petty calls for telcos to get “sexy” to pull more engineers
Vodafone CDIO, speaking at DSP Leaders event, is calling for cultural change that will accept engineers being rewarded in a manner rivalling traditional telco leadership and on a par with hyperscalers.
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Strategy & ChangeTowerXchange Europe: Vantage eyes in-building DAS for adjacent growth
Vantage Towers looks to continue expansion into adjacent markets, with CEO Vivek Badrinath naming DAS as a strong candidate for growth.
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Strategy & ChangeDrahi builds BT bet as stake nears 25%
French billionaire ups BT holding via Altice UK vehicle but shushes takeover talk.
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Strategy & ChangeTowerXchange Europe: TOTEM CEO outlines need for change to meet “endless” capacity demand
Nicolas Roy says industry needs to do its own homework and implement digital processes. “Tight link” between TowerCos and MNOs underpinned by offer of more specific site solutions.
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Network & Infra“Disastrous” load shedding threatens to constrict Vodacom network ambitions
Vodacom management laments load shedding policy as investment reallocated to fund backup energy solutions.
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PremiumBT barely bruised as up to a million disconnect broadband
Citizens Advice data shows swathes of households dropping broadband amid cost-of-living challenge, but BT metrics hold firm.
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Financial & PerformanceBT FY22–23: tough talk on jobs hides slow progress and postponed ambitions
Group CEO Philip Jansen sets sights on end-of-decade transformation as BT gets lean, builds on network strengths.
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PeoplewatchOrange Business reels in more outsiders to bolster management team
Digital expert from BT Global parachutes in as new CTIO; AWS senior exec named Chief Products and Marketing Officer.