Latest Premium Insight – Page 8
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PeoplewatchTelefónica Peoplewatch: TV and infra resets
The latest strategic and senior changes at Telefónica, including reshuffles at Movistar Plus+ and Telxius and new jobs for recent top exec departures Chema Alonso and Mark Evans…
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Financial & PerformanceT-Mobile lifts guidance as buyouts and tie-ups unlock fresh growth channels
NatCo ups expectations for FY25 after delivering “best ever” Q2 for customer adds, beginning to digest two fibre acquisitions, readying closure of US Cellular deal, lining up B2B MVNO play with cablecos Charter and Comcast, and finally launching Starlink-backed T-Satellite offering….
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Analyst BriefingBTwatch Analyst Briefing: regulatory give and take
Latest from BT as the group benefits from spectrum licence fee savings, but warns of potential competitive damage if TAR changes go through as proposed; Simon Lowth reportedly on his way out; 5G SA rollout updates…
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Network & Infra‘Being Level 4’: Telefónica CTIO eyes 2030 hyper-automation goal
Deep dive: Tech boss Andrea Folgueiras indicates Telefónica has now got several high-level autonomous networking projects up and running, delivering tangible business impact. But autonomy has still only been achieved in pockets, and the operator remains in the early stages of a transformation journey targeting near-full Level 4 status by 2030…
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Analyst BriefingVodafonewatch Analyst Briefing: deals driving network, security upgrades
Latest from Vodafone, including a spectrum fee reprieve; SecOps potential with $1bn partner Google Cloud; DOCSIS development in the Netherlands; more from Turkey, Kenya, South Africa, elsewhere…
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Analyst BriefingTelefónicawatch Analyst Briefing: fibre back in the fold
The latest developments from Telefónica as group agrees deal to regain full control of fibre rollout activity in Brazil, gains legal win in UK Phones 4u case, and is highlighted as one of telco sector’s early quantum tech leaders. Read more…
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PeoplewatchDeutsche Telekom Peoplewatch: AI openings
The latest strategic and senior changes at Deutsche Telekom, including organisational and personnel tweaks designed to help the group secure go-to-market and efficiency opportunities around cloud and AI services — plus leadership switches around Makedonski Telekom, European wireless infra, and American branding.
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Analyst BriefingBTwatch Analyst Briefing: moving network tests to the real world
Latest from BT as network slicing, 5G SA, and DAS go live; UK fibre challenger CityFibre raises its game with new funding and M&A potential; Adastral Park’s Gemini platform welcomes first quantum startup; and EE and friends earn collusion clearance in Phones 4u case; plus more…
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PeoplewatchBT Peoplewatch: Consumer and Business bosses take boardroom seats
30+ senior and strategic changes at BT, including a treasury replacement; more International swaps as the new B2B division gets settled; new boardroom digs for Marc Allera; more…
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Analyst BriefingDeutsche Telekomwatch Analyst Briefing: balancing acts on show
The group gives itself a dancing elephant artwork as a 30th birthday present, projecting confidence in its technical and geopolitical dexterity. Read more…
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Analyst BriefingVodafonewatch Analyst Briefing: far-flung fibre deals
Latest from Vodafone as it secures antitrust commission support for a fibre move in South Africa and cements an Australian fibre sale; Portugal CEO vents M&A frustration; group lends support to AI RAN Alliance as open RAN overhaul continues; build up to Q1 earnings…
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Analyst BriefingBTwatch Analyst Briefing: the scale of the altnet challenge
Latest from BT, including a look at the threat faced by Openreach as fibre altnets mature; PIA in focus as Fibrus co-founder questions the incumbent’s duct and pole access pricing; BT Group’s embrace of third-party IT support tools in a bid to cut costs, drive digital transformation; more…
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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…