Latest Premium Insight – Page 16
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Analyst BriefingVodafonewatch Weekly: dominoes fall as European restructure takes hold
Latest from Vodafone and its ecosystem, including new and expanded deals at Vodafone Business across IoT, unified comms, and more; Tomorrow Street swapping out partners in regular fashion; and ripple effect of European M&A continueing to be felt…
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Analyst BriefingBTwatch Weekly: moving beyond the hype with 5G SA and GenAI
Latest from BT and its ecosystem, including 5G SA R&D advancements with Nokia and Qualcomm; an honest assessment of the challenges inherent with GenAI adoption at scale; and a potential asset offload in Europe…
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Analyst BriefingDeutsche Telekomwatch Weekly: once-reticent Europe NatCos now embrace tower spinouts
Magyar Telekom becomes latest DT business to re-consider approach to wireless infra management, and take closer look at cost-benefit match-up of tower portfolio separation.
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Analyst BriefingTelefónicawatch Weekly: Group furthers network-sharing ambitions with Digi Spain
Operator finalises national roaming and mobile network-sharing deal with Digi Spain. Separately, in mobile segment, O2 Germany agrees removal of China-made hardware from German mobile network.
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PeoplewatchTelefónica Peoplewatch: C-level shake-up at UK and LatAm ventures
TEASER: Roundup of 25+ notable people moves across Telefónica globally, including: new finance chief at Tesco Mobile; CEO in place at new Brazilian energy JV; and C-Suite updates at ON*NET Fibra Colombia. Read more…
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Analyst BriefingVodafonewatch Weekly: geopolitics forcing change in procurement and networks strategy
Latest from Vodafone and its ecosystem as geopolitical tensions and a shift towards a post-globalisation economy make mark on procurement and networks strategy across the Group. Also: Portuguese M&A shot down; CTO seeks commercial tension among hyperscaler partners; and technical trials with various partners show benefits for 5G rollout in Europe…
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Analyst BriefingTelefónicawatch Weekly: UK mobile coverage expanded with net-sharing, rural rollout
Virgin Media O2 extends network-sharing deal with Vodafone UK, and meets first-phase Shared Rural Network coverage commitments.
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Analyst BriefingVodafonewatch Weekly: UK merger takes another twist; AI making ‘fundamental’ change
Latest from Vodafone and its ecosystem, including AI-led change affecting the entire industry; UK deal-making to appease merger detractors; spectrum wins in non-core markets; and more from satcomms, ESG startups, and South Africa’s High Court…
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Analyst BriefingDeutsche Telekomwatch Weekly: Group calls in the B2B backup in Germany
Telekom Deutschland continues efforts to inject some go-to-market oomph in broadband and B2B, with new marque and products.
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Analyst BriefingBTwatch Weekly: less tech, more outcomes for BT’s consumer and procurement teams
Latest from BT and its ecosystem, including calls from Consumer’s Kevin Lee to ‘forget the jargon’ and Chief Procurement Officer Cyril Pourrat on the centrality of AI to the future of buying. Infrastructure sharing in focus at Openreach; network executives exit; and Rivus folds after BT takes business elsewhere…
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Suppliers & SCMBattle of the bots: BT and Vodafone procurement chiefs forecast AI-driven buying
BT’s Cyril Pourrat and Vodafone’s Ninian Wilson discuss future of procurement, with AI at the core and negotiation bots taking on each other as tech matures. Read more…
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PeoplewatchBT Peoplewatch: network architects, private cloud gurus, convergence charge
Several high-profile and strategic changes at BT Group, including a new Chief Architect; a fresh face to tackle the consumer convergence sticking point; and an executive exit in India as the Group talks up its presence in the subcontinent…
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Analyst BriefingVodafonewatch Weekly: transforming CTOs call for telco-vendor relationship rework
Latest from Vodafone and its network of partners and interests, including: CTO Scott Petty joins peers to call for telco-vendor relationship rethink; a TowerCo stake sell-down as Vodafone looks to cut Vi debts; and executive newcomers at Vodafone Business…
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Analyst BriefingDeutsche Telekomwatch Weekly: 2Gigs intro’d to rock fibre rivals
Group continues to arrow in on broadband business performance in Germany, revamping full-fibre pricing and releasing a new top-level tariff based on XGS-PON tech.
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PeoplewatchVodafone Peoplewatch: Business exec changes in Africa, Europe
30+ senior/strategic changes, including: new B2B chiefs in Africa and Europe; new CFO in Greece creates opening in Czechia; and Partner Markets changes reflecting deals in central Asia and the Middle East. Plus lots more significant changes at European OpCos, Investments companies, and Group HQ…
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Analyst BriefingBTwatch Weekly: Kirkby earns Slim’s approval; Mehta ratchets transformation agenda
Latest from BT and its ecosystem, including Slim-affiliated investment and Kirkby priorities for asset monetisation. At DTW24, BT execs promoting transformation progress and shift to ‘platform thinking’ — also developments in innovation productivity, autonomous networks, quantum internet, ServiceNow integration, more…
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Analyst BriefingDeutsche Telekomwatch Weekly: European dealmaking quandaries back in spotlight
Mexican telecoms magnate Carlos Slim’s purchase of a stake in BT, and reports of interest from multiple non-European players in United Group, bring fresh strategic questions for global heavyweight (but Europe-sceptic) operator.
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Analyst BriefingVodafonewatch Weekly: subcontinental drift continues with Vi equity offer and Indus rumours
Latest from Vodafone and its ecosystem, including an equity proposal to Ericsson and Nokia in India, and news of a potential Indus Towers stake sale to boot as Vodafone continues to ratchet down its presence in the subcontinent. UK merger faces more backlash from rivals; Partner Markets welcomes newcomer; 2Africa subsea cable reaches British shores; plus more from Germany, Ireland, Ethiopia, beyond…
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Analyst BriefingTelefónicawatch Weekly: infra strategies boosted in Germany and UK
O2 Germany seeks to reduce site visits for technicians with fresh network analysis tools, while Liberty Global, the Group’s partner on Virgin Media O2 joint venture, analyses M&A possibilities in fixed segment. Read more…
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Analyst BriefingBTwatch Weekly: policy in focus as BT execs make the General Election rounds
Latest from BT and its ecosystem, including discussions of a political nature from a handful of senior Group leaders in the build up to the UK’s General Election. The future of TV, planning policy for network expansion, and the need for pro-innovation and investment changes all earned a mention…