Latest Premium Insight – Page 18
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Deutsche Telekom Q3 FY23 Spend: no loosening of reins
Group leadership continue to express wariness regarding inflationary outlook.
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Q3 results put Telefónica on track and on-message
Quarter’s results help Group present image of solidity and consistency.
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FY24–26 spend: Telefónica ups the post-fibre ante
In a stark reflection of returns-constrained times facing industry, Telefónica grabs Capital Markets Day headlines with an ambitious investment reduction goal, rather than growth initiative.
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Latest BT people moves: EE names commercial lead for ‘new’ era
December 2023 update: collection of notable moves across Group, Business, Consumer, Openreach and alumni — EE selects commercial MD; new BTPS Trustee Chair takes the reins; Gavin Patterson adds more boardroom roles; and more…
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Telefónica|Vivo seeks B2B scale with merger of IT services units
Combination of IT units aimed at achieving scale efficiencies and helping drive growth of operator’s Brazilian B2B ecosystem.
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Elsewhere in Africa: Vodacom was listed on the A2X exchange to “accelerate” profile
Vodacom was listed on the A2X exchange to “accelerate” profile.
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Elsewhere in Vodafone Europe: Vodafone taps startups and academics for German drones pilot
Vodafone taps startups and academics for German drones pilot.
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Elsewhere in Vodafone Group: Vodafone produces RedCap results
Vodafone produces RedCap results with Ericsson, Qualcomm.
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TPG ends Vocus talks, will assess alternatives
TPG pulls the plug on what could have been Australia’s biggest refinancing deal of the year.
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Elsewhere in Associates & JVs: TPG Telecom adds to 5G spectrum basket
TPG Telecom adds to 5G spectrum basket.
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Vodafone Peoplewatch: revolving doors at Business
November 2023 update: Host of changes for Vodafone Business at Group, Ireland, and UK level, with Nick Read bagging the top job (for now) at digital infra firm.
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Telefónica network API charge commences in Brazil; Spain next
Early steps in building Group’s new 2026 strategic revenue stream with Open Gateway network open APIs. Hyperscalers to be given no value quarter, but Chema Alonso’s bookselling business model suboptimal…
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Financial & Performance
BT’s Jansen bows out, buoyant as ever: hints of recovery, decimated valuation
H1 FY23–24: CEO Philip Jansen’s final earnings call brings a workmanlike set of results with some bright spots to give reason enough to gloat, but slow progress on B2B turnaround and dragging fibre build indicate scale of challenge for successor Allison Kirkby.
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Vodafone Peoplewatch: former execs take to the boardroom
October 2023 update: vast array of alumni moves, including board appointments for Hannes Ametsreiter, Vittorio Colao, and Michel Combes.
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Elsewhere in BT Technology: Ofcom delays mmWave auction
Ofcom delays mmWave auction as UK market changes shape.
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Elsewhere in BT Business: Division X targets logistics efficiency and warehousing tech
Division X targets logistics efficiency and warehousing tech.
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Elsewhere in EU Cluster: Vodafone Czech Republic deploys IPv6
Vodafone Czech Republic deploys IPv6.
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Vodafone Greece goes Public in retail expansion bid
Partnership with Public Group seeks to enable omnichannel innovation for Greek operator.
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Elsewhere in Associates and JVs: Vantage looks to increase political presence
Vantage looks to increase political presence with Berlin office.
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Elsewhere in Vodafone Europe: More Cell Broadcast success for Vodafone Germany
More Cell Broadcast success for Vodafone Germany.