Latest Premium Insight – Page 7
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Financial & PerformanceBT Q3 Guidance: confident but under pressure
Q3 FY24–25: Having reduced revenue targets last quarter, BT now expects to hit FY goals even if under pressure to deliver in final three months.
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Financial & PerformanceBT Q3 Spend: savings on track thanks to job cuts, network upgrades
Q3 FY24–25: Efficiencies delivered through headcount cull and fibre migrations, with BT on track to hit financial savings targets…
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Financial & PerformanceBT Q3 In-depth: talk is good, but seeing will be believing
Q3 FY24–25: CEO Allison Kirkby remains optimistic about FY despite shaky Q3, but goalpost-moving last quarter left expectations low. The headlines are much the same: Consumer’s woe; Business’s rebirth; Openreach’s fibre charge. While the latter is still BT’s source of good news, there are awkward questions over each of the Group’s CFUs…
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Analyst BriefingsVodafonewatch Weekly: all change in Europe
Latest from Vodafone and its interests, including major satcomms advancement; more senior changes at European OpCos; work ethic advocacy in Germany; more…
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Analyst BriefingsTelefónicawatch Briefing: decoding the drama
As José María Álvarez-Pallete’s near-nine year leadership comes to an unexpected and abrupt end, we look at the implications for the Group’s domestic and international businesses. Read more…
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Analyst BriefingsBTwatch Weekly: collaboration key to Group’s innovation, transformation
Latest from BT and its ecosystem, including a call for quantum collaboration; EY, Pega tie-up on SMB channel transformation; legacy migration progress; and Q3 trading update build up…
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Analyst BriefingsDeutsche Telekomwatch Briefing: CEO gets back in the Hött seat
DT’s Board gets a major agenda item for 2025 sorted, tieing down the operator’s long-serving Chief Executive to a ‘continuity’-delivering contract extension. In parallel move, Germany boss Srini Gopalan is to head over to T-Mobile US to lead operations overhaul. Read more…
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Analyst BriefingsVodafonewatch Weekly: AI in action paying off
Latest from Vodafone and its ecosystem, including CX benefits of AI deployments in Europe, Africa; Vi’s renewed optimism; M-PESA’s banking partnership push; Latvian IoT; more…
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Analyst BriefingsBTwatch Weekly: healthtech flatlines; real-world network slicing
Latest from BT and its ecosystem as Etc. shutters healthtech and resets EV charging; BT’s Division X marks network slicing milestone; 2G closure prep work begins; and EE learns its ESN vendor peers…
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Analyst BriefingsDeutsche Telekomwatch Briefing: US spends, Europe saves
A roundup of turn-of-year news from Deutsche Telekom, with another tale of DT’s Atlantic divide when it comes to willingness to spend. As cash-rich T-Mobile US continues an acquisition spree, to bolster its growth platform, new data puts the spotlight back onto the Group’s slow shift towards next-gen wireline infra in Germany and other European markets. Read more…
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Analyst BriefingsVodafonewatch Weekly: partners in place for DRC, India network expansion
Latest from Vodafone, including launch of new Vodacom–Orange towers JV in the DRC; network automation deal ahead of Vi’s 5G switch-on; gov-funded contracts secured in the UK; more…
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Analyst BriefingsTelefónicawatch Briefing: Spain’s flip to fibre phase two
Reports highlight how Spanish telco and infra players, having established lead on push from copper to fibre, are now looking to iron out footprint imbalances across urban and rural areas. Read more…
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Analyst BriefingsBTwatch Weekly: AI leadership overhaul; Openreach turns to intent-based networking
Latest from BT as New Year people changes make for evolution at BT Digital; Openreach taps government grant funding for more rural fibre contracts; India promoted as more than just an engineering outpost; and Nokia takes a central spot in Openreach SDN…
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PeopleBT Peoplewatch: Group brings in more consultancy high-flyers
30+ senior and strategic moves across BT and its ecosystem, including another handful of joiners from EY and McKinsey to lead the transformation agenda; another significant Data & AI switch; security swaps in Europe; and a pair of BT Defence changes…
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Analyst BriefingsVodafonewatch Weekly: space wranglings, Indian reset
Latest from Vodafone, including a reset in India; words of warning from ex-Group CEO Vittorio Colao; strategic changes to European OpCo leadership; and the threat of more legal trouble in the UK…
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Analyst BriefingsDeutsche Telekomwatch Briefing: API New Year, T-Wholesale reorg, BNetzA puzzler
Group flags first of its traditional start-of-year organisational tweaks with news it is to consolidate its domestic and international wholesale divisions. Meanwhile, the exec tasked with setting up telco platform venture Aduna is named. Read more…
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Analyst BriefingsTelefónicawatch Briefing: Germany glitches, Hispam headaches
2025 begins with Telefónica and rivals facing question marks over political and regulatory direction in Europe’s largest market, amid looming elections and continuing squabbles over distribution of spectrum in various bands. Read more…
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PeopleVodafone Peoplewatch: Italian migration, Balkans CxO swaps
20+ senior and strategic changes across the Vodafone Group footprint, including a wave of changes following creation of Fastweb + Vodafone in Italy; ExCo changes in Albania, Czechia, and Greece; a swift return for Vi’s CTSO; more in Africa, Group HQ, elsewhere…
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Analyst BriefingsBTwatch Weekly: full fibre flying, NaaS launch imminent
Latest from BT and its ecosystem, including more Project Gigabit contracts for Openreach; a strong showing in Clive Selley’s 2024 review; Colin Bannon promotes Global Fabric potential in AI age; and more…
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Analyst BriefingsVodafonewatch Weekly: Italian deal done to kickstart 2025
Latest from Vodafone and its ecosystem, including the Italian divestment; more federal funding in Germany; a reprieve in India for embattled Vi; and a significant Chinese tie-up in Egypt…