Latest Premium Insight – Page 5
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Partnerships & Alliances
Vodafone expands Fortinet B2B cybersec pact — portfolio and regions
Operator’s Business arm incorporates fresh services into its converged B2B network and security offering, aiming to protect enterprise customers amid ever rising cyber threats, extending reach into further parts of Europe and Asia as well as the US.
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Analyst Briefings
BTwatch Weekly: Openreach bites back as altnet challengers add pressure
Latest from BT, including testy confrontations between Openreach and challenger FibreCos; BT Business CTO shares lessons (and warnings) from the Group’s telco-as-a-platform overhaul; and more quantum developments emerge from Adastral Park…
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Analyst Briefings
Deutsche Telekomwatch Briefing: congstar stamps its marque
A busy few days on the marketing front at DT as Greece’s OTE firms up a long-anticipated move closer to central branding, and figures from Germany’s congstar suggest DT’s multi-brand portfolio is delivering commercial gains in a challenging environment. Read more…
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People
Vodafone Peoplewatch: top-table changes across Europe
April 2025 edition: 30+ senior and strategic people changes across Vodafone and its ecosystem, including European CEOs, Consumer leads, Vodafone Business executives, and board members at Group-level and in Africa…
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Financial & Performance
DT FY24 Spend: light-touch regulation
FY24: DT’s differing position and priorities to European rivals sees regional capex remain elevated.
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Financial & Performance
DT FY24 Guidance: Group remains in the flow
FY24: More jumps expected in revenue, earnings, and cash flow during FY25, and beyond.
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Financial & Performance
DT FY24 Headlines: full forward movement
FY24: Commercial strength across regions enables DT to meet all major financial targets for year.
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Analyst Briefings
Vodafonewatch Weekly: attention turns to post-merger strategy in the UK
Latest around Vodafone, including rumours of a UK pay-TV play once Vodafone and Three complete their combination; Vodafone and Digi’s Romanian M&A hits its first regulatory speedbump; Group entities lobby for improved subsea security and land bank protections; Vodacom’s Shameel Joosub goes on tour…
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Financial & Performance
Telefónica FY24 Guidance: execs buy wiggle room for strategy refresh
FY24: Group lays out set of fuzzy FY25 targets, sidelining FY26 goals, as new Executive Chair calls strategic review.
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Financial & Performance
Telefónica FY24 Spend: cutbacks bring belt another notch tighter
FY24: Telefónica España leads way as Group continues to make progress on extraction of opex and capex savings.
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Financial & Performance
Telefónica FY24 Headlines: targets tweaked; core divide denied
Group delivers solid FY24 numbers but dials back cash flow and earnings ambitions amid rocky environment.
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Analyst Briefings
BTwatch Weekly: M&A spotlighted in Europe; rural fibre the focus in UK
Latest from BT as the Group advances its UK retrenchment on multiple fronts; Openreach build continues at pace, with connections to boot; Global Fabric expands Google Cloud collab for greater scale, reach; Harmeen Mehta named CDIO at BT data centre partner Equinix…
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Analyst Briefings
Vodafonewatch Weekly: Group rings changes in Luxembourg and HQ
Latest from Vodafone as Ninian Wilson takes charge of new Procure & Connect business; another boardroom rejig; news of change afoot in India; Dutch M&A on the cards; and a series of Business deals…
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Financial & Performance
Germany’s sparring telcos are yet to lay a glove on DT
FY24: Telekom Deutschland keeps a firm grip on user acquisition and retention numbers despite Germany’s emergence as a hotbed of tariff competition and promotional offers over the past year or more.
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Financial & Performance
DT highlights T-Systems’ ‘relevance’ as B2B telco clouds gather
FY24: Group says long-challenged enterprise IT division is fit-for-purpose and properly aligned to meet B2B client demand in an ever-murkier macro environment.
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Analyst Briefings
BTwatch Weekly: BT braced as network tech moves from hype to reality
Latest from BT as Harmeen Mehta joins BT partner Equinix; Group eyes network edge as the tech nears maturity; legal headaches continue as EE fights overcharging class action; UK fibre scene spotlighted as Openreach competition changes shape…
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Financial & Performance
DT quietly loosens purse strings in Europe, despite qualms
FY24: Buoyed by competitive wins and progress on cost extraction, DT’s leadership has freed managers to up spend in Europe this year and next.
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Financial & Performance
Spain and Brazil cement place in Telefónica core
Collectively, Telefónica’s core quad deliver on key Group ambitions in FY24, particularly around operating and capital efficiency.
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Analyst Briefings
Vodafonewatch Weekly: positive moves for dealmaking Group
Latest from Vodafone as the Group faces the ups and downs of dealmaking; hype turns to more grounded optimism on small cells and 5G MPN solutions; several key changes to OpCo ExCos, and some new digs for former CEOs; more across the footprint…
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Analyst Briefings
BTwatch Weekly: overseas dealmaking, domestic lobbying
Latest from around BT as Orange and AT&T are reported to be in talks regarding an international asset optimisation deal; UK regulation in focus for Ofcom, Openreach, and its long tail of altnet competitors; 5G SA rolls on; and BT pairs with peers to fulfil PSTN obligations…