Latest Insight – Page 6
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Strategy & ChangeTelefónica moves to take full ownership of German business
Operator buys up shares in German operating business as it looks to further simplify its structure and increase focus on its core territory.
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Strategy & ChangeVodafone’s _VOIS sets transformation goals as identity develops in post-pandemic era
Transformation initiatives set to top the agenda after a period of focus on onboarding new talent in the midst of the COVID crisis.
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M&ATelefónica’s Bluevía acquires sliver of Spanish fibre from Excom
Operator’s Spanish fibre joint venture makes first M&A move to expand footprint in Andalusia.
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Strategy & ChangeDigitalBridge open to ‘surgical’ fibre buys as deal prices drop
Infra investment giant has long been lukewarm on M&A opportunities in residential Gigabit market but now appears more open, thanks to reduced asking prices for equity.
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Financial & PerformanceH1 FY23–24: BT Consumer convergence dreams yet to manifest
Increase in Consumer broadband and mobile ARPU positioned as a key highlight for first half of the year, but more to be done on convergence — increasingly seen as a key focus for driving Consumer revenue growth.
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EventsTelefónica keeps eyes on programmable networks prize in push for open fixed broadband
Spanish operator shares strategic thinking behind long-gestating Open Broadband project at Telecom Infra Project’s (TIP) Fyuz event.
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Financial & PerformanceVivo Q3 growth fuelled by fibre and B2B services
CEO Christian Gebara heralds fixed-line business segments as key areas for operator as it reports a solid quarterly performance.
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Financial & PerformanceH1 FY23–24: BT Business trapped between ‘the old and the new’
Revenue steadies for Business, but EBITDA takes another dip as higher value legacy contracts expire and are yet to be replaced.
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Financial & PerformanceSpend: BT expenses rise despite cost-cutting focus
BT H1 FY23–24: Operating expenditure continued to grow but capital outlay brought under control.
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Financial & PerformanceHeadlines: BT hits stride as key financials see growth
BT H1 FY23–24: Growth in revenue and EBITDA make for positive reading, but the usual Business drag brings numbers down.
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Financial & PerformanceGuidance: outlook reaffirmed as Jansen claims a job well done
H1 FY23–24: CEO claims to have set BT up for momentum towards longer-term targets thanks to strategic focus on network investment.
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M&AHelios keeps M&A plans on ice, despite sunny outlook
Middle East and Africa tower group to remain disciplined on deal-making, despite being ahead of the game on leverage reduction and growth.
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Strategy & ChangeDT bosses tap into Asian experience on customer-centricity and tech development
Group’s Chief Executive Timotheus Höttges cites visit to tech partner SK Telecom as highlight of trip to region, while Europe Head Dominique Leroy travels to India to meet with software development partners.
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Financial & PerformanceJansen concedes losses to altnets as Openreach set to miss annual fibre build target
BT Group CEO Philip Jansen boasts of fibre progress but guidance for coming quarters indicates Openreach will fall short of four million premises passed in the FY; earnings call included a rare admission that Openreach lines are being lost to altnet rivals.
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PeopleGavin Patterson takes chair at utility platform player Kraken
Former BT chief to help scale cloud-based supply chain automation platform in the energy sector and beyond.
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Network & InfrastructureBrazil’s Vivo calls for 5G RAN sharing freedom
Operator moots 5G extension to wide-scale RAN sharing arrangement with rival TIM Brasil, despite increased regulatory jumpiness over urban infra collaboration between major mobile operators.
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Network & Infrastructurenexfibre maintains M&A appetite after Upp buy
Mike Fries, CEO of joint venture’s co-parent Liberty Global says fibre builder still “aggressively” focused on M&A.
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Vendor VoiceProdapt: Domain specialist service providers can help telcos go beyond opex reduction
Telcos should zoom out of their opex focus and pursue the top‑line improvement potential inherent in their networks with enterprise customers, believes Prodapt.
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Partnerships & AlliancesO2 Germany kicks off ORAN trials with Samsung
Pragmatic move to lean heavily on Samsung and encompass vRAN will trigger ‘true ORAN’ zealots, but operators understandably prioritise ‘optionality’ benefits and outcomes above all else.
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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…