Latest Telco Insight – Page 100
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Partnerships & AlliancesVirgin Media O2 looks to the skies for Welsh connectivity
Virgin Media O2 formally deploys open RAN tech with Wavemobile in Wales, providing backhaul via LEO satellites.
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PremiumElsewhere in BT Technology: Scottish 4G Infill progresses
Scottish 5G Infill progresses, with EE at the core.
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PremiumElsewhere in BT Group: Northeast office footprint changes shape
Northeast office footprint changes shape.
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Public AffairsOrange CEO heads off lead pollution debate with copper stats
Group says copper cables with lead sheaths have not been laid in decades.
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Public AffairsDeep dive: Altice scandal tremors reach BT and Vodafone
TelcoTitans’ deep dive into the still-developing financial scandal enveloping telecoms buccaneer Patrick Drahi and his highly-leveraged Altice, following co‑founder’s arrest in Portugal, incl. potential ramifications for vendors, investors and intertwined BT, Vodafone investments…
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Partnerships & AlliancesTelefónica to go halves with Tigo on network share JV
Tigo confirms new details about network-sharing deal with Telefónica Colombia.
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PeopleAllison Kirkby named CEO as BT looks beyond “obvious candidates”
BT heeds Allison Kirkby’s advice to opt against “obvious candidates” as Telia CEO prepares to succeed Philip Jansen within the next six months.
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OperationsVodafone brings partners onboard to smite supply chain emissions
SCM exec Veronica Mercer details Scope 3 Momentum Strategy as Vodafone’s supply chain emissions continue to creep up.
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PeopleTesco Mobile installs new CEO
Retail giant’s Managing Director of Large Stores shifts across to lead long-running JV with Virgin Media O2.
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Partnerships & AlliancesDeutsche Telekom spreads AI wings with ‘global’ alliance
Group signs MoU with e&, Singtel, and SK Telekom to form Global Telco AI Alliance.
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Financial & PerformanceQ2 FY23: Telefónica to navigate via ‘GPS’ in next strategic cycle
Growth, profitability, and sustainability are key focus areas as Group preps vision for cash flow growth in the period to FY26. Learn more about the upcoming strategy update being concocted with McKinsay that was outlined with the Q2 results…
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Partnerships & AlliancesVodafone adds Spain to AWS-powered edge compute line-up
Andalusian businesses able to access Wavelength-powered MEC services after latest OpCo launch. Builds on other pathfinder deployments, extends local platform and XR ambitions…
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Strategy & ChangeOrange CEO downplays Ethiopia ambitions
Heydemann currently sees little opportunity for value creation in Ethiopia under current conditions. Read more about Orange’s MEA powerhouse strategy and Q2 performance, incl. Orange Money…
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Financial & PerformanceTelefónica Q2 FY23 Guidance: operator bets on maintaining momentum
Group updates guidance on back of strong cross-market growth.
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Financial & PerformanceTelefónica Q2 FY23 Headlines: Group holds steady
Group maintains solid growth across its operating businesses.
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Analyst ReportsTelefónicawatch Report #175 - July 2023
Key stories include: Reorg puts Alonso in innovation driving seat | Group eyes more LatAm infra efficiencies | nexfibre adds funds and readies switch-on | Two become one in Telefónica Tech reorg | Game on for Virgin Media O2
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M&AVan Boxmeer eyes full ownership in UK merger
Vodafone Chairman suggests operator could buy out CK Hutchison’s stake in the merger between its UK OpCo and Three UK.
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Financial & PerformanceQ1 FY23–24: BT boasts revenue boost as price hikes pay off
Revenue up across every division, EBITDA follows suit in all but Business.
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Network & InfraO2 Germany CEO cools concerns about Huawei ban
A ruling to immediately replace Chinese equipment is not likely, according to Markus Haas, Chief Executive of O2 Germany. With solid Q2 FY23 results, operator nudges up full-year outlook.
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Financial & PerformanceQ1 FY23–24: pay-TV the hot topic as Vodafone Germany reengineering progress made
Della Valle on potential €800m pay‑TV losses: “we are talking about 80% to 90% margin”.
























