Latest Telco Insight – Page 19
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Analyst ReportsVodafonewatch Analyst Report #236 - May 2025
Key stories include: Procure & Connect goes live | Group hunts agentic AI benefits | C-suite changes in Europe | Vodafone’s Vi stake shrinks | UK MergeCo may look to TV
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Analyst ReportsTelefónicawatch Report #191 - April 2025
Key stories include: Murtra calls strategic review on results debut | Vilá and Alonso follow JMAP out of exit door | Group starts edge infra rollout in B2B push | Digitising Vivo moves to ditch wireline legacy | Hispam trio exited as Group rams into reverse
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Analyst ReportsDeutsche Telekomwatch Report #143 - April 2025
Key stories include: Höttges stresses focus in ‘very complex’ times | Execs shuffled after T-Mo poaches Gopalan | AI boss Abrahamson talks prioritisation | OTE finally joins the ‘Telekom’ family | T-Mo opens cheque book again, for T-Ads
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Analyst BriefingsBTwatch Weekly: legacy infra winds down; next-gen tech spins up
Latest from BT as it charges on with legacy network migrations, looks for new ways of monetising old assets, and prepares to build infra fit for an AI future; Better Workplace signed off with Manchester office opening; another multimillion-pound Project Gigabit subsidy secured, this time in Scotland; and a series of strategically significant personnel changes across the Group…
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PeopleÁlvarez-Pallete adds Bupa role to post-Telefónica job collection
Ex-Telefónica boss becomes independent advisor at health insurance firm, which aims to leverage his extensive experience in European and Latin American markets to improve its international operations.
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EventwatchDigital Voice: BT dials up VM O2, gov to help reboot ‘beyond painful’ migration
With POTS shutdown a strategic financial imperative, BT belatedly embraces collaboration to reach remaining two million (many vulnerable) analogue subscribers, as the already delayed digital landline switchover deadline looms…
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PeopleBT Peoplewatch: all change in Tech finance, Business leadership
30+ senior and strategic movers across BT, including a wave of corporate affairs changes; a remit expansion for Technology CFO Ed Briggs; swaps at Media & Broadcast; more…
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Analyst BriefingsOrangewatch Briefing: the impact of geopolitical turmoil; sparks fly in Spain
In this issue, we report on Orange’s Q1 FY25 earnings call with a focus on data sovereignty and sharpening competition in France…
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Network & InfraOpenreach banks £157m subsidy for Scottish fibre build
BT’s wholesale access arm confirms latest Project Gigabit regional contract as it continues to stack up government grants for fibre notspots and chase near-£1bn-scale BDUK jackpot. Builds on controversial £600m, Scottish R100 awards…
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Analyst BriefingsVodafonewatch Weekly: AI agents put to task
Latest from Vodafone as the Group’s AI strategy fills out; several Business deals in Europe, Africa, and further afield; and a view from the Group and its peers as geopolitics shake up the industry…
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Analyst BriefingsTelefónicawatch Briefing: Europe’s need for a fix
Telefónica and European telco rivals position themselves for an anticipated wave of spend on network and IT strengthening in Europe, in response to political flux. Read more…
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InnovationVodafone finds AI ROI in “rewiring” internal processes
As the Group sharpens focus on AI use cases that deliver value, the operator has notched up early wins in overhauling customer service and internal operations.
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Partnerships & AlliancesVodafone expands Fortinet B2B cybersec pact — portfolio and regions
Operator’s Business arm incorporates fresh services into its converged B2B network and security offering, aiming to protect enterprise customers amid ever rising cyber threats, extending reach into further parts of Europe and Asia as well as the US.
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OperationsBetter Workplace: BT closes out five-year real estate overhaul programme
Group closes the Better Workplace book, with Manchester’s newest office redevelopment the final chapter.
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Analyst BriefingsBTwatch Weekly: Openreach bites back as altnet challengers add pressure
Latest from BT, including testy confrontations between Openreach and challenger FibreCos; BT Business CTO shares lessons (and warnings) from the Group’s telco-as-a-platform overhaul; and more quantum developments emerge from Adastral Park…
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Financial & PerformanceTNT Sports losses mount as BT exit option nears
Losses accelerate at BT–Warner Bros. Discovery sports broadcasting JV, as BT’s potential escape route opens soon.
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Network & InfraOrange lays groundwork for ‘dark NOC’ as part of ‘platforming journey’
Laurent Leboucher hints at efforts to add “cognitive” abilities to Orange’s shared network operations centre in Europe to facilitate increased automation and faster response times.
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Analyst BriefingsDeutsche Telekomwatch Briefing: congstar stamps its marque
A busy few days on the marketing front at DT as Greece’s OTE firms up a long-anticipated move closer to central branding, and figures from Germany’s congstar suggest DT’s multi-brand portfolio is delivering commercial gains in a challenging environment. Read more…
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PeopleVodafone Peoplewatch: top-table changes across Europe
April 2025 edition: 30+ senior and strategic people changes across Vodafone and its ecosystem, including European CEOs, Consumer leads, Vodafone Business executives, and board members at Group-level and in Africa…
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Financial & PerformanceOrange France steers a steady course as competition intensifies
Q1 FY25: Orange clearly does not wish to offer cutthroat prices despite aggressive plays from domestic rivals.