Latest Premium Insight – Page 13
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PeopleBT Peoplewatch: Business loses Strategy Director to NaaS partner
February 2024 update: digital infra investor Digital Realty hires Sampic for CSP team; DT places a technocarat on BT board; updates at B2B and Media & Broadcast; Higham resurfaces at M&S; and more…
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Weekly BriefingsTelefónicawatch Weekly: Group loses 2,800 staff but gains 500 AIs
AI, APIs, and automation at the forefront of fresh tech upgrades across the Group, as it seeks to meet new strategic objectives of increased opex and capex efficiencies. Particular emphasis on data capabilities home market, where operator has reached AI milestones and forged risk intelligence deals over the last week…
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Financial & PerformanceVodafone Q3 in-depth: ‘underlying’ growth supports organic revenue boost
M&A impacts reported figures but organic growth is maintained, prompting optimism among management; questions remain at OpCo level in several markets; Business is good and set to benefit from partnerships…
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Financial & PerformanceVodafone Q3: capex review finds no need for change, outlook on track
CFO Luka Mucic six months into his capex review (and counting), with nothing found yet to force a change to capital intensity levels; Group remains on track to hit FY expectations…
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Weekly BriefingsDeutsche Telekomwatch Weekly: Group set to swing for German home run
Telekom Deutschland tools up for a long-coveted opportunity to break back into cable operators’ housing association heartland, with MagentaTV refresh, while rival Vodafone seeks to calm fears over susceptibility to a commercial raid by the NatCo. Much more…
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Weekly BriefingsVodafonewatch Weekly: Q3 shows progress, amidst German mire and Africa turbo
Beyond overall positive Q3 results: e& continues to be embraced despite national security scrutiny (including joining RAN mega-tender); Vantage Towers deploys a CIO; Amdocs bags TPG; Spain gets the nod + Open Gateway…
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Weekly BriefingsBTwatch Weekly: Kirkby gets stuck in on busy first day
Latest from BT and its ecosystem in a week of change at the top as Kirkby settles in; Q3 results fail to set the world alight but offer foundational promise; plus more from BT and beyond…
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Financial & PerformanceVodacom charges past 200 million customer mark
South African group posts positive Q3 numbers, headlined by customer base milestone.
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Weekly BriefingsTelefónicawatch Weekly: Group in a deal-making, people-shuffling mood
Agreements in energy, mobile, and security sectors aimed at bringing in fresh customers and reducing costs across international footprint; leadership changes promise to bring fresh perspectives as strategies shift and new shareholders enter the picture…
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PremiumAnalysis: BT hoping for ‘new manager bounce’ as Kirkby enters dugout
TelcoTitans’ CEO index suggests Kirkby’s years at Telia may prove the foundations for a positive start to life at BT.
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Financial & PerformanceVodafone CFO mucks in as Germany braces for tenant law impact
Q3 FY23–24: Luka Mucic, Vodafone’s Group Chief Financial Officer, joins door-to-door user retention drive in reflection of Group concern over expected hit to German broadband/TV base from regulatory update.
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PremiumElsewhere in Spain: Telefónica–Prosegur JV strikes Línea Directa security deal
Telefónica–Prosegur JV strikes Línea Directa security deal.
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PremiumElsewhere in Telefónica Germany: O2 hits mobile coverage milestone
O2 hits mobile coverage milestone.
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PremiumElsewhere in Telefónica Infra-Tech: NextDefense gets an upgrade
NextDefense gets an upgrade.
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PremiumElsewhere in Telefónica Group: Wayra delves deeper into fintech
Wayra delves deeper into fintech.
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Weekly BriefingsDeutsche Telekomwatch Weekly: T-Mo seeks ways to keep Big Mo
Deutsche Telekomwatch Weekly Briefing: T-Mobile US kicks off FY23 reporting from around the Deutsche Telekom world, and shrugs off handset sales slowdown to post further big growth in earnings and cash flow. And much more…
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Weekly BriefingsVodafonewatch Weekly: antitrust and security scrutiny, home and away
Huge week for Vodafone as M&A activity ramps up: Italy leaves Iliad reeling; Spain progresses; UK gets underway; and Emirati investors dodge security scrutiny. Plus, much more around the Group in Europe, Africa, elsewhere…
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Financial & PerformanceBT’s Kirkby opens a mixed Q3 bag; Jansen goes out without a bang
BT Q3 FY23–24: New CEO’s first task is to round up latest results but little drama to work with as Jansen’s mandate fizzles out. Line losses and questions around pricing indicate something of the challenge to come…
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PremiumElsewhere in Hispam: Entel cleared for Chilean fibre transfer
Entel cleared for Chilean fibre transfer