Latest Premium Insight – Page 6
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Analyst BriefingTelefónicawatch Analyst Briefing: Murtra’s M&A mantra
Reports indicate the Spanish group could cash in on a significant chunk of its Vivo stake to bolster the financial platform for its upcoming new strategy. Investment and M&A speculation also continues to swirl around UK asset Virgin Media O2 and a big-bang return to the European data centre scene. Read more…
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Analyst BriefingVodafonewatch Analyst Briefing: four years in, Ethiopian experiment continues its charge
Latest from Vodafone as Safaricom Ethiopia turns four and passes ten million customers; VodafoneThree confirms spectrum handover to rival; European satcomms JV picks Luxembourg for HQ; group prepares for new neighbours at Newbury home…
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Analyst BriefingDeutsche Telekomwatch Analyst Briefing: Group’s Giga grab
Big-ticket service and infra developments from around the DT international footprint, including a bid for leadership on Germany’s planned AI Gigafactory, an organisational rejig on enterprise cloud, and a launch date for the long-anticipated T-Satellite offering in the USA. Read more…
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Analyst BriefingBTwatch Analyst Briefing: state-backed infra advances with varying success
Latest developments from BT, including: varying pace of public-backed projects ESN, Project Gigabit, R100, and SRN; buying chief Cyril Pourrat on AI momentum; RCS innovation with Brand Assure; Middle Eastern DHL deal; more…
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Analyst BriefingVodafonewatch Weekly: risks and rewards of AI at scale
Latest from Vodafone as group technology and data chiefs discuss progress, risk, and potential of AI at scale; leadership change in Luxembourg; critical comms deal with Airbus; and more….
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PeoplewatchTelefónica Peoplewatch: post-reshuffle ripples
The latest strategic and senior changes at Telefónica, including the group’s home market operation and pay-TV business Telefónica Audiovisual Digital, following on from the group’s dramatic management overhaul in March. Leadership switches also seen at Telefónica Foundation, Telefónica Chile, and FiBrasil…
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Financial & PerformanceTelefónica Q1 in-depth: dragged by two-speed core four, Hispam woe
Spain and Brazil lead the way as Telefónica secures another quarter of organic growth in revenue and earnings…
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Financial & PerformanceTelefónica Q1 spend: thrifty group nears single-digit intensity
Drops in capex and capital intensity re-emphasise Telefónica’s lead over many European telco peers when it comes to moving into new, more outlay-light era…
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Financial & PerformanceTelefónica Q1 guidance: holding pattern maintained, ahead of review
Group re-commits to somewhat woolly (and ostensibly temporary) set of FY25 expectations likely to superseded by outcomes of ongoing strategic review…
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Analyst BriefingVodafonewatch Weekly: UK merger complete, hard work begins now
Latest from Vodafone as VodafoneThree strategy laid out; Commscope named VodafoneZiggo’s DOCSIS upgrade vendor; group appoints CFO Luka Mucic replacement; Procure & Connect breaks ground at Luxembourg logistics hub…
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Analyst BriefingBTwatch Weekly: BT navigates changing UK telco landscape
Latest from BT, including a firmed-up leadership team at new overseas B2B unit BT International; TalkTalk takeover mooted; Consumer tackles CX with 4,000+ AI bots; and BT braces for newly scaled VodafoneThree impact…
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PeoplewatchVodafone Peoplewatch: El Sayed takes global IT post; VodafoneThree changes emerge
30+ senior and strategic movers across Vodafone, including Ahmed Elsayed’s new Africa- and Europe-wide technology role; top leadership appointments at the combined VodafoneThree; newcomers from rivals in Germany; former CEOs Aldo Biso and Hannes Ametsreiters make moves…
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PeoplewatchBT Peoplewatch: Bas Burger names his BT International lieutenants
40+ senior and strategic changes across the group, including an all-new BT International top-team under Burger’s leadership; changes at Jon James’ Business branch; a HR return for Alison Wilcox; CFO swaps at Digital and Networks; more…
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Analyst BriefingVodafonewatch Weekly: CEO Della Valle’s slow-cooker recipe
Latest from Vodafone and its global interests, including a deep dive into the group’s FY24–25 results. CEO Margherita Della Valle continues to talk a big game, but questions remain about the overall strategy; VodafoneThree emerges as new scaled UK mobile giant; Safaricom tees up in-market M&A; Vodacom rejigs executive structure; Vodafone Germany hits new lows…
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Analyst BriefingDeutsche Telekomwatch Analyst Briefing: standing firm amid macro aggro
A busy edition as we review DT’s Q1 FY25 results, major personnel changes in the group’s Technology & Innovation hierarchy, and numerous digital infra dealmaking possibilities around the group’s fibre, towers, and data centre assets. Read more…
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Financial & PerformanceVodafone FY24–25 guidance: group ‘insulated’ against macro aggro
Management talks up group’s ability to defend against the worst of FY25−26’s geopolitical turmoil, with supply chains and cash flow protected from ‘economic volatility’…
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Financial & PerformanceVodafone FY24–25 spend: investment on the rise
Capex jumps 8% after a drop-off, with network investment among the priorities. Troubled German OpCo maintained spend despite losing €1bn from earnings in two years…
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Financial & PerformanceVodafone FY24–25 in-depth: another challenging year en route to German revival
CEO Margherita Della Valle emphasises the various ‘transitions’ Vodafone has navigated over the past two years, putting mixed financials in perspective…
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Analyst BriefingBTwatch Weekly: chops and changes in CEO Kirkby’s first year
Latest from BT as the group reports on FY24–25, with CEO Allison Kirkby talking up progress made since she was appointed. Business has been restructured; more investment pledged to Openreach fibre build; and Consumer’s short-lived one-brand strategy has been uprooted…
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Financial & PerformanceDT Q1 FY25 Headlines: solidity amid volatility
Q1 FY25: Group reports increased revenue, earnings, and cash flow as all four major divisions deliver on growth mandate.