Latest Telco Insight – Page 23
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People
Struggling Vodafone Germany changes Strategy & Transformation chief
Consultant Sven Müller brought in to drive turnaround effort from new position on the OpCo’s Executive Committee.
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Network & Infra
Germany’s MNOs win five-year spectrum extension, with strings attached
German telecoms regulator set higher coverage targets and sharing obligations in exchange for extending spectrum licences for five years for the three largest mobile operators.
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Interview
Glide Identity’s mission: a new telco API franchise to replace the billions at risk with SMS OTP
Eran Haggiag, founder CEO of telco-backed authentication startup Glide Identity, tells TelcoTitans that it’s time to move on from multi-billion dollar but vulnerable SMS One Time Passwords, and swap in revenue from Open Gateway-based APIs leveraging with SIM cryptography. And why this time is different with Google…
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Analyst Briefings
BTwatch Weekly: overseas dealmaking, domestic lobbying
Latest from around BT as Orange and AT&T are reported to be in talks regarding an international asset optimisation deal; UK regulation in focus for Ofcom, Openreach, and its long tail of altnet competitors; 5G SA rolls on; and BT pairs with peers to fulfil PSTN obligations…
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Interview
Vodafone Business hoping 5G private networks on cusp of doubling, even trebling in 2026
As 5G MPNs move beyond hype, Jennifer Didoni shares Vodafone Business’ refined strategy on scaling deployments and targeting the right use cases.
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M&A
BT said to explore international options with AT&T, Orange
BT has confirmed it is in early talks with third-parties over a “range of possibilities” for its unloved international assets, with AT&T and Orange reportedly among businesses in early discussions.
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Analyst Briefings
EMEA Infrawatch Briefing: TowerCos continue M&A pare-back; telcos plot data centre expansion
TowerCos across Africa and Europe still exercising restraint around M&A, with focus placed on increasing tenancies and driving organic-build out instead. Meanwhile, Orange and Vodafone Spain said to look at expanding data centre estate, while opening up IT capacity to third-parties…
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Network & Infra
Photonic networks: Orange and Telefónica predict energy gains, 6G benefits
European operator duo highlight the potential for all‑photonics networks to play an important role in achieving net zero goals in the near‑to‑mid term, also envisaging their role in future network technology.
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Analyst Reports
Vodafonewatch Report #235 - March 2025
Key stories include: Della Valle wants ‘European renaissance’ | SpaceMobile onboard for satellite JV | OXG FibreCo ownership set for change? | TPG kicks off Oz strategic reset | Romanian M&A closes in
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Network & Infra
India’s Vi seeks to get back in game with belated 5G go-live
Operator seeks to attract customers back to its network following years of subscriber losses, with “competitive” tariffs on 5G services.
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M&A
Brazil’s Vivo accessorises with Samauma purchase
Operator bulks up and extends its existing mobile gadget range with buyout of specialist gizmos group Samauma. Deal also brings wider retail reach and backup for Vivo’s broader strategy of boosting loyalty through tech diversification.
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Interview
Sinch on APIs (and RCS): remapping the complex CSP-CPaaS dynamic?
Sinch CMO Jonathan Bean tells TelcoTitans how CSPs and CPaaS players can work together to develop network API and RCS ecosystems to grow their already lucrative mutual revenue pie — including opening up the critical ‘communications developer’ community.
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Network & Infra
Monetisation talks as Telefónica begins data-led 5G core update
Operator running tech partner selection process for new network data analytics function in mobile core stack.
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Operations
Magenta Exchange: T-Mobile and DT seek to dial up exec connections
Telcos’ HR chiefs Birgit Bohle and Deeanne King devise plan to bring US and European sides of Deutsche Telekom’s business closer together.
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People
Deutsche Telekom Peoplewatch: Diehl clinched as boards reshuffled
Latest strategic and senior changes at Deutsche Telekom, including recalibration at both supervisory and management board levels; new API boss has MACE up her sleeve; leadership change at infra venture Glasfaser Nordwest; and tech boss Ashouriha completes NGMN Alliance tenure…
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Financial & Performance
Klopp-backed AI sports tech player files for insolvency
Sporttotal, partner of Deutsche Telekom on automated action tracking system, applies to open insolvency proceedings as funding dries up.
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People
BT Peoplewatch: ESN team fills out; Openreach names fibre newcomers
Latest strategic and senior changes at BT and Openreach, including a new ESN operations lead; Fibre First swaps; a TOTSCo departure; and overseas changes as BT Business doubles down on the UK…
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People
Telefónica Peoplewatch: Indra incursion continues as Murtra makes mark
Latest strategic and senior changes at Telefónica, including reshuffles of both the Board of Directors and Executive Team as follow-ons from Telefónica’s recent ownership changes; Aduna takes shape; exec changes at infra ventures Fiberpass and nexfibre; and overseas changes at BT Business doubles down on the UK…
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Analyst Briefings
Orangewatch Weekly: Putting telco APIs to work
The focus is on key announcements around Mobile World Congress, including the launch of telco API unit Orange LiveNet and the 5G core network‑as‑a-service offer.
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M&A
Telefónica puts finishing touches on Colombian exit plan
Telefónica and Millicom reach a formal agreement on consolidation of their Colombian businesses, preparing the way for Telefónica to exit the market. Movement also being seen on parallel effort to secure antitrust approval for transaction, and proposed buyout of government minority holding in Telefónica Colombia.