Latest Telco Insight – Page 14
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Suppliers & SCM
BT’s buying boss wants AI to move faster, looks to startups to lead the way
BT Sourced head Cyril Pourrat reflects on missed expectations around ‘speed of execution’ on AI deployments, but remains confident that the tech delivers when embraced by colleagues.
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Analyst Briefings
Vodafonewatch 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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People
Orange Egypt crowns enterprise chief as new CEO
Egyptian operator appoints Hesham Mahran as CEO from 1 August, replacing long-time leader Yasser Shaker, who is moving to head up Orange’s Middle East and Africa division.
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Operations
Vodafone’s plan to keep up with AI through democratisation, value-hunting
DTW Ignite: Vodafone execs discuss AI adoption at scale, raising concerns that the technology is moving ‘too quickly’, but confident that the group’s overriding strategic direction will enable it to keep ahead of the curve.
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People
Telefónica 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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Network & Infra
‘Fabulous’ ESN ‘back in delivery’, ticks off first milestones with EE, IBM leading the charge
CCW 2025: Home Office’s John Black, EE’s David Salam, and IBM’s Andy Doggett share a progress report on the UK’s Emergency Services Network, with optimism the prevailing mood. Early milestones checked off, infrastructure in progress, and EE looking for partners and suppliers…
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Analyst Reports
Vodafonewatch Analyst Report #237 - June 2025
Key stories include: Della Valle’s growing to-do list | Group ‘insulated’ from global chaos | Germany reaches new lows | VodafoneThree launches as mobile giant | Safaricom plots bolt-on M&A | and much more…
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Products & Services
T-Mobile preps Starlink direct-to-device service for launch next month
It’s all systems go for T-Mobile’s direct-to-device satellite service launch next month, as the operator doubles down on a new “best network” campaign and woos customers from rivals AT&T and Verizon.
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People
Switch of leadership at Vodafone’s Luxembourg scaleup hothouse
Tomorrow Street appoints a new CEO, with Kenneth Graham exiting for a wider Vodafone Procure & Connect post.
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Financial & Performance
Mixed results fuel Telefónica’s search for stability
Q1 FY25: Quarter’s numbers highlight inconsistency across Telefónica’s international empire, and reliance on Spain and Brazil for growth — fuelling question of whether new leadership team needs to go beyond existing work on Hispam assets when considering future shape of group…
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Financial & Performance
Telefónica 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 & Performance
Telefónica 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 & Performance
Telefónica 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 Briefings
Vodafonewatch 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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Network & Infra
Pragmatic Orange picks its way towards ‘high-value’ network autonomy
DTW Ignite 25: Sofrecom’s Roberto Kung highlights the need to assess the business case and ROI before investing in increased autonomy, noting that “we don’t want to be Level 4 everywhere”.
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Network & Infra
AST SpaceMobile enters India with Vi D2D satellite deal
Pair of Vodafone interests sign deal to advance subcontinental direct-to-device satellite connectivity.
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People
Microsoft and ex-Telefónica exec Pilar López named Vodafone CFO
Luka Mucic’s replacement named as Pilar López, who will join from Microsoft and bring 15 years of experience at Vodafone rival Telefónica.
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Innovation
Telefónica leads way on joint GSMA-TM Forum API validation scheme
DTW — Ignite 25: Operator set to launch the first APIs that have received certification through the GSMA and TM Forum’s newly launched joint validation process. Global CTIO Andrea Folgueiras said the initiative will reduce integration costs and create efficiencies, among other benefits…
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Network & Infra
Orange picks Ericsson to speed up slicing
Orange has settled on an orchestration and assurance solution from Ericsson as it seeks to accelerate go‑to‑market opportunities for services enabled by 5G SA network slicing.
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Analyst Briefings
BTwatch 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…