Latest Premium Insight
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PeopleBT Peoplewatch: ESN team fills out; Openreach names fibre newcomers
Latest strategic and senior changes at BT and Openreach, including a new ESN operations lead; Fibre First swaps; a TOTSCo departure; and overseas changes as BT Business doubles down on the UK…
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PeopleTelefónica Peoplewatch: Indra incursion continues as Murtra makes mark
Latest strategic and senior changes at Telefónica, including reshuffles of both the Board of Directors and Executive Team as follow-ons from Telefónica’s recent ownership changes; Aduna takes shape; exec changes at infra ventures Fiberpass and nexfibre; and overseas changes at BT Business doubles down on the UK…
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Weekly BriefingsBTwatch Weekly: BT’s branding u-turn; EE leads renewed ESN charge
Latest from BT and its ecosystem, including a reversal of BT’s consumer branding strategy; new timelines for the Emergency Services Network migration; and next phase of MAUD testing lined up…
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PeopleVodafone Peoplewatch: new digs for former OpCo bosses Ametsreiter and Coimbra
Latest senior and strategic changes, including an ice cream post for Group Chair; new German sustainability lead; more Vodafone alumni appointments in Spanish fibre; and fresh titles for former Germany, Spain, and Portugal CEOs…
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Weekly BriefingsVodafonewatch Weekly: Della Valle calls for a ‘European renaissance’
Latest from Vodafone and its ecosystem as the Mobile World Congress dust settles. A series of innovative proof of concepts and more substantial products and partnerships were announced, and the usual on-stage lobbying made plenty of headlines…
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Weekly BriefingsBTwatch Weekly: AI, APIs, and the coming 5G wave
Latest from BT as the operator talks up advancements in AI adoption, secures an API collab, and readies for an incoming wave of 5G use-cases; MWC used to talk up the same; Global Fabric goes live; more…
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Weekly BriefingsVodafonewatch Weekly: change afoot across the investments portfolio
Latest from Vodafone and across its footprint, including: potential for change in Germany fibre JV ownership; Liberty on the lookout for shared services partners; TPG Telecom enters new era; Vodacom initiates headcount cull in South Africa; more…
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Weekly BriefingsBTwatch Weekly: vendor deals aplenty as BT promotes partners
Latest from BT in a week in which Optiva, RingCentral, Equinix, Cisco, and more are namechecked in expanded or extended deals; Openreach CEO gets on the EV campaign trail; BT wins payout from dismissed class action appeal; more…
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Weekly BriefingsVodafonewatch Weekly: looking to the skies for mobile infill, satellite D2D
Latest from Vodafone, including: MWC previews, with drones and APIs among the early teases; Vi CEO promises capex uplift to underpin turnaround attempt; Vodafone–Three leadership team named, former Group CEO Nick Read finds another non-exec posting; more…
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PeopleBT Peoplewatch: B2B shaken up, ExCo slimmed down
20+ senior and strategic changes across the Group, including: Corporate & Brand lead leaves the top team after just six months; Business overhaul continues; VM O2 exec brought in to lead Mobile at EE; more from the Etc. and innovation fall out…
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Weekly BriefingsDeutsche Telekomwatch Briefing: political tremors and quake alerts
As one part of DT flags experiments with fibre-based earthquake monitoring, ructions of a different kind will be on the minds of Group leadership as elections loom and geopolitical heat rises. Read more…
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PeopleVodafone Peoplewatch: top-table refresh at Group and across Europe
30+ senior and strategic changes including a new Investments & Strategy lead; UK exec refresh; more in the Germany ExCo overhaul; a move from Vodafone to shareholder e&; and a data centre swap in Turkey…
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Weekly BriefingsVodafonewatch Weekly Q3 special: German woe distracts from bright sparks in Europe, Africa
Latest from Vodafone as Q3 earnings are digested, leaving investors with a sour taste but management still hungry (and expectant) for a turnaround in the near future. Major executive changes in UK and Investments; MOCN shared network deal goes live in Oz; massive capex uptick in India; strategic deals signed with Mobily, Advantage; more…
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Financial & PerformanceQ3 FY24–25 Spend: Vodafone to hold the line as foundations laid for future returns
Q3 FY24–25: Prior year investment beginning to pay off, if management is believed, but mammoth task remains in the Group’s largest market. CFO Luka Mucic satisfied with capital allocation and intensity, without getting carried away…
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Financial & PerformanceQ3 FY24–25 Guidance: rest of Europe to pick up the slack for Vodafone
Q3 FY24–25: Outlook reiterated as European and African positives are expected to outweigh the German shortfall. As Vodafone nears its final form, CEO Margherita Della Valle tees up acceleration…
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Financial & PerformanceVodafone Q3 In-depth: Germany takes shine off comparatively bright quarter
Q3 FY24–25: Shoddy numbers of Vodafone Germany drag down Group performance, but good work in rest of Europe and Africa provides some distracting positivity.
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Weekly BriefingsBTwatch Weekly: sowing XGS-PON seeds; Group restructure advances
Latest from BT, including a rejigged innovation proposition as Tom Guy exits; sale confirmed for Irish enterprise and wholesale business; divestment reportedly in the works for TNT Sports stake; plus more from Openreach and Nokia, diversity and inclusion commitment changes, and new offices in Scotland…
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Weekly BriefingsTelefónicawatch Briefing: Saudis get keys to the boardroom
Another busy and engaging week at Telefónica as new CEO Murtra heads off on a world tour, new stakeholder stc firms up an expanded and now-strategic stake in the operator, and Telefónica Tech builds out its portfolio in cybersecurity and GenAI. Read more…
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Weekly BriefingsDeutsche Telekomwatch Briefing: T-Mobile’s looking up
Un-Carrier continues to build out its growth platform as it reports FY24 figures, mooting a wider play in satcomms and assuring over the strength of its prepaid business. Read more…
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Weekly BriefingsBTwatch Weekly: patience required after more mixed results
Latest from BT, including an in-depth look at the Group’s Q3 earnings, the new BT Business CEO, and Openreach’s broadband vulnerability; Ireland divestment confirmed; rural Scotland build rolls on; more…