Latest Insight – Page 7
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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.
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PeopleVodafone people moves: former execs take to the boardroom
Vast array of alumni moves, including board appointments for Hannes Ametsreiter, Vittorio Colao, and Michel Combes.
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Network & InfrastructureT-Mobile denies fibre-enabling play for Frontier
TMUS continues to display uncharacteristic caution when it comes to establishing fibre broadband platform, insisting not yet interested in a major, in-house infrastructure build plan or buyout.
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Public AffairsWait goes on for EC’s investment revival ‘vision’
European Commission guidelines for new Digital Networks Act expected before June 2024, but draft legislation not until 2025.
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Venturing & InvestmentsITS bags fresh funding for UK fibre rollout, eyes M&A opportunities
Avenue Capital Group injects £100m of debt funding into B2B-focused altnet.
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Products & ServicesVodafone brings on blockchain buddy in IoT monetisation drive
Economy of Things JV Vodafone DAB demonstrates potential of smart contracts for IoT customers, leveraging Chainlink tie-up.
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Suppliers & SCMSAP trumpets role in transformation gains at BT
ERP player SAP declared success for solution deployments fulfilling commitments made in a strategic partnership signed in 2019.
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Network & InfrastructureVodafone looks to 6GHz spectrum to counter ‘capacity crunch’
Trials for use of upper 6GHz frequency band successfully completed by Vodafone engineers in Spain.
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Network & InfrastructureUK MNO trio call for deadline extension as Shared Rural Network stagnates
Laggards Three, VM O2, and Vodafone ask for two-year delay to interim timeline to account for claimed planning permissions and pandemic obstacles. EE smugly maintains committment.