Latest from the Telco Ecosystems
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Weekly BriefingsDeutsche Telekomwatch Weekly: Germany’s Gigabit goals in spotlight
Group CEO Höttges weighs in on infra policy, highlighting slow pace of mobile challenger 1&1’s network rollout at Group AGM. Telekom Deutschland’s Srini Gopalan also goes on regulatory offensive, reiterating calls for removal of bureaucratic hurdles in German fibre rollout, as questions begin to be asked about the country’s long-term Gigabit goals…
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Public AffairsVodafone-backed AST SpaceMobile landed with ‘stock drop’ class action
The NASDAQ-listed LEO satellite provider hit by class action after supplier problems caused a launch delay, and a subsequent slump in shares.
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Weekly BriefingsInfrawatch Weekly: squeezing value from investment, Lightning administration unpicked, SiFi lands in America
Latest from the digital infra scene in the UK and beyond, including infra owners declaring if they’ve got it, they might as well use it; a Lightning‑quick insolvency resolution; the Welsh sector veteran bringing fibre to the US; people moves, and plenty more…
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Venturing & InvestmentsDTCP closes second Infra fund, hints at a third
Report suggests that DIV II fund fell €40m short of its €1.6bn target.
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Partnerships & AlliancesTomorrow Street adds AI and automation smarts to Vodafone’s scaleup accelerator
Newest members of VPC/Technoport Luxembourg hub: Emplay, Squirro, and Workato.
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Financial & PerformanceDeutsche Telekom FY23 spend: unfinished business on cost control
FY23 session sees ongoing evidence of Group leadership qualms in the area of cost control, amid macro and regulatory uncertainties. Read more…
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Strategy & ChangeTelefónica said to refinance struggling Peruvian biz again
Group reportedly approves capital reduction and further investment in the country, as unit continues to seek a turnaround after reporting sales and earnings declines in FY23…
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Financial & PerformanceYet another AST SpaceMobile launch delay for MNO backers
Getting current-gen BlueBirds into low-Earth orbit for cellular broadband from space taking longer than expected, but funding in place after Vodafone, AT&T and Google supported latest call. Other industry backers include American Tower, Bell Canada, Rakuten, Samsung, Cisneros…
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Partnerships & AlliancesTelefónica Tech deepens Tenable ties to drive security expansion
Unit incorporates Tenable One exposure management platform into growing NextDefense-VRM portfolio, also furthering AI and cybersec credentials, guided by parent’s GPS revenue-rich, M&A-light strategy…
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Partnerships & AlliancesBT bolsters cloud security with Zscaler deal
Zscaler doubles down on its BT relationship with ‘world‑first’ managed services partnership featuring its Zero Trust Exchange platform.
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M&ACMA concerned Vodafone-Three could access O2 and EE secrets
As expected, the UK merger is headed for tougher scrutiny in a longer investigation following an initial review by the Competition and Markets Authority.
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InterviewNetomnia: capex inefficiency is blocking consolidation opportunity
Speaking to TelcoTitans, Netomnia founder and CEO Jeremy Chelot suggests too many altnets are banking on unachievable take-up goals, and that playing fast and loose with investor money has resulted in a block on viable valuations for consolidation.
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Network & InfrastructureBT calls for more public funding to connect UK’s most remote homes
BT shares broadband policy wish list as UK government ponders intervention for 100,000 ultra-rural premises not covered by commercial or public-funded programmes.
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Network & InfrastructureT-Mobile US ‘planning fibre JV’ with EQT’s Lumos
Handelsblatt report suggests US NatCo plans to invest at least $1bn in new venture.
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Weekly BriefingsBTwatch Weekly: Adastral refocused as Networks domain; One Touch Switch Glitch; Biz boosters…
Latest from BT ecosystem: reassurance that R&D hub remains critical to Group operations; slammed again over One Touch Switch delays; Broadpeak, Sprinklr join roster; Business boasts renewal; and much more…
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Partnerships & AlliancesTelefónica ‘in talks’ for Orange-MÁSMÓVIL fixed access deal
Refreshed mutual infra relationship under discussion ahead of major Spanish telco merger, with rural fibre rollout side-deal also on table. New accord could help Telefónica counter forecasted wholesale challenges…
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Partnerships & AlliancesHrvatski Telekom retains Netcracker as billing consolidation sherpa
Croatian operator to refresh revenue management tech through a new deal with Netcracker, updating on contract signed by pair back in 2017.
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Suppliers & SCMTelefónica to ‘drastically’ cut IT suppliers from 40 to four or five
Report says operator is close to finalising new IT contracts worth up to €500m.
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Suppliers & SCMVodafone video surveillance partner Digital Barriers not rattled by revenue drop, bigger loss
UK-based video surveillance scaleup stood by “positive” long-term growth prospects as it reported significant revenue decline and a bigger loss for fiscal year ending 31 March 2023.
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M&ATelefónica ‘mulls’ Avatel buy to defend wholesale biz
Purchase of Spain’s #5 broadband provider, valued at €1bn, holds potential to accelerate rural fibre, strengthen pre-existing MVNO ties, position Group to better compete. Saudi Arabia’s stc also prowling, despite Telefónica stakebuild friction…