Latest Telco Insight – Page 22
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Financial & Performance
DT highlights T-Systems’ ‘relevance’ as B2B telco clouds gather
FY24: Group says long-challenged enterprise IT division is fit-for-purpose and properly aligned to meet B2B client demand in an ever-murkier macro environment.
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Analyst Briefings
BTwatch Weekly: BT braced as network tech moves from hype to reality
Latest from BT as Harmeen Mehta joins BT partner Equinix; Group eyes network edge as the tech nears maturity; legal headaches continue as EE fights overcharging class action; UK fibre scene spotlighted as Openreach competition changes shape…
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M&A
Telefónica’s Argentina sale creates more fallout
Telefónica’s abrupt exit from Argentina has set off a regulatory chain reaction, but the Spanish operator maintains the deal is done and it is protected from the mounting legal challenges.
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Financial & Performance
DT quietly loosens purse strings in Europe, despite qualms
FY24: Buoyed by competitive wins and progress on cost extraction, DT’s leadership has freed managers to up spend in Europe this year and next.
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People
DT’s T.Capital taps in-house investor veteran for Managing Partner role
Oliver Schmäschke, a key figure in Deutsche Telekom’s corporate venturing strategy over the last decade, becomes Managing Partner at T.Capital.
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Strategy & Change
Vodafone’s latest B2T spin-up: €20bn+ Procure & Connect
In-depth: Unusual combination of procurement and roaming services marks another step in Vodafone’s ambitious Business to Telecoms strategy to commercialise its internal shared central functions to the wider industry, with efficiency also in the mix.
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People
Vodafone appoints Anne-Françoise Nesmes in latest Board reshuffle
Group appoints former Smith & Nephew finance chief to Board of Directors as part of latest reshuffle. Chair van Boxmeer highlights Nesmes’ expertise in finance, IT, and shared services transformation…
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B2B
‘The year it comes to life’: BT readies for network edge maturity
BT Wholesale’s Mark Toman lays out expectations for network edge in 2025 as early hype gives way to real-world deployments.
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Network & Infra
Orange’s network software chief hails cloud momentum, but sees ongoing ‘gaps’
Although operators’ shift to become ‘cloud-native’ is far from complete, Philippe Ensarguet says there is now broad acceptance that a new approach is required if telcos are to adapt to changing demands.
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Financial & Performance
Spain and Brazil cement place in Telefónica core
Collectively, Telefónica’s core quad deliver on key Group ambitions in FY24, particularly around operating and capital efficiency.
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M&A
VodafoneZiggo open to M&A as it edges into Dutch fibre space
Mike Fries, CEO of parent Liberty, indicates M&A may have a role to play as VodafoneZiggo strengthens its broadband infra platform.
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People
Orange names new B2B boss for France following Fleutiaux exit
Wassila Zitoune-Dumontet has been promoted from her former role as Chief Operating Officer.
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Analyst Briefings
Vodafonewatch Weekly: positive moves for dealmaking Group
Latest from Vodafone as the Group faces the ups and downs of dealmaking; hype turns to more grounded optimism on small cells and 5G MPN solutions; several key changes to OpCo ExCos, and some new digs for former CEOs; more across the footprint…
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Financial & Performance
Vodafone’s Vi stake diluted further as gov strengthens grip on Vi
Struggling operator Vi takes debt-to-equity conversion deal that will see the government’s stake near 50%, and Vodafone’s drop to a reported 16%.
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Interview
Interview: telcos’ watchdog boss on efforts to keep suppliers in line on CSR
Vodafone’s Paras Shah, Chairman of CSR-focused telco association JAC, speaks to TelcoTitans about how its effort to monitor supply chain resilience and risk is going deeper and broader as signs emerge that operators’ supply chains are starting to diversify.
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Network & Infra
T-Mobile tops spending in Poland’s latest airwave sell-off
Polish operator boosts its 4G/5G platform by snapping up two of seven frequency blocks.
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Technology
DT, Orange and Celfocus pin strong management strategy as key to GenAI impact
Insight into how telecom giants are leveraging AI to revolutionise network automation, including Deutsche Telekom’s cultural shift, Orange’s ambitious 2026 goals, and Celfocus’ insights on managing network complexity.
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Technology
Telefónica Hispam duo bring in Netcracker for BSS update
Telefónica’s units in Ecuador and Uruguay push transformation agenda with adoption of new tools within Netcracker’s Digital BSS suite.
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People
Vodafone Ireland said to install Casalta as new CEO
Current Chief Executive Amanda Nelson reportedly steps down after three years leading the Irish OpCo, with Sabrina Casalta taking over effective May 2025.
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M&A
Iliad CEO remains ‘pragmatic’ on deal-making opportunities in France, Italy
Potential M&A in the two markets is tempting for different reasons, although Thomas Reynaud says Iliad in Italy and Free in France can continue to operate quite happily as standalone businesses.