Latest Finance & Strategy Insight – Page 85
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PremiumAmdocs wins more new business from T-Mobile US
T-Mobile signs up for Amdocs Commerce & Care and Monetization suites.
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Financial & PerformanceVodafone FY22–23: Germany braces for impact as housing association TV contracts come up for grabs
Operator could lose significant chunk of 8.5 million TV customer base within housing associations, which generates around €800m in revenue.
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Financial & PerformanceVodafone FY22–23: Della Valle to bring Group “back to basics” with business-first approach
New CEO wants Group turnaround to build on existing strengths in B2B while fixing customer experience declines.
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PremiumVodacom seeks pan-African play for emerging fibre biz
Vodacom CEO Shameel Joosub is looking to build the Group’s fibre assets beyond South Africa once CIVH deal is closed.
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PremiumDT’s Höttges dares to hope for housing association breakthrough
DT CEO “more optimistic” now that cableco ‘rental privilege’ will be abolished from July 2024. Boost expected for TV services, with Euro 2024 TV rights an added attraction.
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Strategy & ChangeDeutsche Telekom CEO lays down AI gauntlet to management
Höttges tasks different Group business units to share top ideas on how to exploit AI. CEO has high hopes for more AI-driven cost reductions, greater productivity, and speedier software development. Artificial Intelligence Competence Centre to act as AI “teaching unit” for rest of Group.
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PremiumSafaricom granted licence for Ethiopian M-PESA launch
Ethiopian national bank hands Safaricom Telecommunications Ethiopia its mobile money licence, breaking state monopoly.
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Premiume& deepens Vodafone ties, adds CEO to board
Vodafone has entered a “strategic relationship” with its largest shareholder.
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Strategy & ChangeLiberty open to shedding Virgin Media O2 stake
Liberty CEO Mike Fries labels VM O2 and VodafoneZiggo as “interesting candidates” for listing. Group sees opportunity to list any of its operating entities given the right circumstances.
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PremiumFutureNet World: Orange puts case for collaboration and the telco cloud
Group CTO cites need for ‘horizontal’ platform, elimination of silos. Calls on more operators to join Project Sylva initiative. Telus counterpart calls 5G NSA one of industry’s “biggest travesties”, with all complicit.
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PremiumINWIT untroubled by Voda-Iliad rumours as new opportunities open up
Prospect of market consolidation seen as more good news than bad for Vantage Towers’ Italian JV.
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Strategy & ChangeBT’s Division X repositioned in latest B2B rework
Marc Overton to exit in June as Enterprise “growth engine” Division X gets swallowed by BT Business’s Product function.
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Network & InfraThe end of an era as Vodafone UK details 3G sunset plans
Network will be switched off across the cities of Hull, London, and Oxford this June.
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PremiumDeutsche Telekom Q1 FY23 Guidance: all on track
US optimism sees uprating of the already big jumps in earnings and cash flow DT expects to generate in FY23.
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PremiumDeutsche Telekom Q1 FY23 Spend: inflation prompts DT-wide brainstorm on savings
Macro pressures see executives highlight new workstreams on AI and fibre roll out efficiency.
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PremiumDeutsche Telekom Q1 FY23 Headlines: underlying consistency
All segments maintain forward movement on revenue and earnings.
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PremiumMacro turbulence sees post-FY24 introspection kick off
Group weathers macro challenges with solid set of results across all major segments.
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Venturing & InvestmentsAustralian pension fund seals Vantage Towers stake
UniSuper announces acquisition of 5% stake in TowerCo after “an extensive due diligence process”.
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PremiumQ1 FY23: Telefónica reinforces as costs rise
Watchful Group stays course in volatile operating environment, maintaining forward progress on revenue and operating income, and reiterating guidance.
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PremiumTelefónica Q1 FY23 Headlines: defence holds
Solid start to new FY, with revenue and income growth maintained.