Latest Insight – Page 5
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Financial & PerformanceVodafoneZiggo bats off doubters: committed to ‘value over volume’ model, despite Q3 weakness
Outgoing CEO Hoencamp concedes that ‘jam tomorrow’ outcome of subscriber losses so far outweighing ARPU gains is not “entirely by design”. Defends “balancing act”, regardless of competitive animus. Read more for Q3 highlights and takeaways…
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PeopleDT switches supervisor at Hrvatski Telekom
Europe business-to-business boss Elvira González is elected Croatian telco’s new Chairperson.
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Strategy & ChangeUK infra investment group Fern branches out into mobile services
Expansive fibre, energy, and property investor builds an MVNO enablement platform business, targeting high-street retailers and other consumer brands.
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Network & Infrastructure‘Show me the money’: vHive’s economic case for autonomous Tower Digital Twins
The TowerCo opportunity is no longer principally a real estate play, as traditional players work to extract more value from physical assets, and neutral infra players expand ambitions. vHive presents hard cash evidence supporting digitisation as key to unlocking a new level of economic worth.
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Suppliers & SCMBT’s buying chief Pourrat injects risk management into the Sourced DNA
BT Sourced CEO on how instilling “culture of risk” within organisation’s DNA has enabled it to “react immediately” to supply chain disruptions.
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M&ASpain mulls Telefónica stake buy, as stc ‘backs off’
Spanish government seeks to gain greater control of “strategic” Telefónica in light of stc’s bid to increase stake.
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PeopleDeutsche Telekom’s Mudesir plots XGS-PON future
No “big bang” planned for copper network switchoff, says Group Chief Technology Officer.
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Financial & PerformanceTelefónica’s connected-security JV flags progress in profit pivot
Operator’s three-year-old joint venture with Prosegur highlights improvements in churn, user spend, and profitability after switching focus away from growth-above-all strategy seen in its startup phase.
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M&AIn depth: Vodafone concedes defeat in Spain, billions poorer, in latest bid to ‘right-size’
Cutting and running from yet another once sunny market now beset by unbearable competitive storms, will Vodafone ever find a downsize that fits?
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Strategy & ChangeAmerican Tower’s departing CEO talks up 5G, data centres, and AI
Tom Bartlett signs off on 14-year stint at US infra giant, arguing it is positioned favourably to handle rising AI and data demands as it scales its global digital infrastructure.
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M&AVM O2 in exclusive talks to shed Cornerstone stake morsel — report
Price looks low, albeit for a minority stake, but sellers may be playing control premium long game with likes of Vantage Towers.
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M&AVodafone said to near Spanish exit as Zegona preps finance
Reports indicate takeover deal is nearly complete, with Zegona said to have raised debt funding from bank syndicate and Vodafone itself.
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Strategy & ChangeUK Infrastructure Bank keeps watch on ‘stretched’ fibre space
Digital remains a sector of focus for new, state-owned investment house, attracting four more deals and more than £500m of commitments during its last fiscal year.
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Financial & PerformanceTroubled Vi to plough funds into 5G as losses mount
Aditya Birla Group Chairman pledges “significant investment” in Vi’s 5G rollout, but timelines and funding remain unclear.
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Venturing & InvestmentsPressured infra group Digital 9 to exit Icelandic business
Group’s disquieted shareholders compel management to speed up and expand asset sales in order to cut leverage and raise funds.
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PeopleTom Bartlett steps down as American Tower CEO
Steve Vondran appointed to lead TowerCo starting in February 2024.
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Network & InfrastructureVodafone urges top operators to shoulder responsibility on scaled open RAN adoption
Vodafone’s Head of Open RAN Francisco Martín Pignatelli emphasises duty of ‘top 20’ operators in supporting smaller players on their “open RAN journey”.
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InterviewInterview: Orange Wholesale chief says hyperscalers, cloud, AI fundamentally changing subsea cable
In an exclusive interview with TelcoTitans, Michaël Trabbia, CEO of freshly-reconfigured €7.4bn Orange Wholesale, highlights how the transatlantic currently dominates strong subsea investment (Pacific, Africa also in the frame), with hyperscalers (except Apple) key drivers on major routes. And much more…
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Strategy & ChangeSievert: T-Mobile to embrace AI and data in ‘post-Sprint integration era’
Operator plans to take advantage of new software tech to “re‑craft” company.
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Strategy & ChangeOrange not in a hurry for Polish tower spin-off
Orange Poland CFO Jacek Kunicki says tower separation is not a priority, despite rivals’ recent moves and apparent Group-level interest in a carve-out.