Latest Telco Insight – Page 25
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M&A
Digi, Vodafone close in on Telekom Romania mobile takeover approvals
Digi CEO Serghei Bulgac says regulators are looking at complex acquisition proposal, with feedback expected in the “coming weeks”.
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Operations
25 years in the making: Celfocus primed for telco AI era
As Celfocus marks 25 years of bridging telco and tech, CEO Álvaro José Ferreira shares insights on AI’s transformative wave, including how the EMEA systems integrator empowers SPs through data-driven innovation, automation, and strategic partnerships with hyperscalers like AWS and Google.
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Suppliers & SCM
T-Mobile seeks better ops visibility with shift to new ERP
US operator is making preparations for migration to a new ERP solution, designed to improve and speed up internal reporting.
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Analyst Briefings
Vodafonewatch Weekly: change afoot across the investments portfolio
Latest from Vodafone and across its footprint, including: potential for change in Germany fibre JV ownership; Liberty on the lookout for shared services partners; TPG Telecom enters new era; Vodacom initiates headcount cull in South Africa; more…
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Financial & Performance
TPG enters ‘new phase’ as CEO actions strategic reset
Australian operator’s network sharing deal with Optus gives management optimism for FY25, as previous FY’s work lays a foundation for mobile market share growth.
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Strategy & Change
New Telefónica boss plots strategy shift amid European ‘winds of change’
Strategic review to consider implications of “drastic changes” ahead in Europe, says new Group Executive Chairman Marc Murtra.
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Products & Services
BT braced for 5G ‘reawakening’ as mature use-cases emerge
BT Business Chief Commercial Officer Kerry Small expects a “coming second wave” of 5G for enterprise as PoCs evolve into scalable products.
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Financial & Performance
Telefónica Tech on a growth tear as reorg pays off
Telefónica Tech revenue surpassed €2bn in FY24 and the B2B services unit could be further bolstered through M&A following Group strategy review this year.
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Analyst Reports
Vodafonewatch Report #234 - February 2025
Key stories include: Q3: Della Valle confident of turnaround to come | Vi builds momentum | Dismal Germany presents more headaches | Turkey: innovation poster child | Egyptian star rises
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Analyst Reports
BTwatch Report #362 - February 2025
Key stories include: Kirkby: ’wait and see’ after mixed Q3 | Innovation, incubation reset | Business overhaul rolls on | Irish B2B sale signed | Openreach line loss headaches
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Analyst Reports
Deutsche Telekomwatch #142 - February 2025
Key stories include: Two more years for Chief Exec | Leaders swapped for API push | T.Capital funds raise voice | German spectrum spat hots up | T-Mobile mulls fixed satcomms
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People
stc’s CEO joins Telefónica board as new shareholders reset pecking order
Long-anticipated boardroom rejig sees stc boss Olayan Alwetaid confirmed as telco’s representative in Spain, following recent stake increase — but Spanish government expand its influence over decision-making in parallel.
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Network & Infra
O2 Germany gives voice to network cloud with Mavenir IMS
Latest chapter in now strategically-prioritised migration of network into the cloud sees modernisation of existing virtualised IMS solution for all of brownfield pathfinder’s voice services. Director of Networks’ Matthias Sauder envisions “new routes to value” for operator and customers…
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Partnerships & Alliances
DT backs industry effort to help LLMs understand telco jargon
The GSMA is launching a new benchmarking initiative to test how AI models deal with telco use cases.
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Products & Services
BT’s Global Fabric NaaS goes live with ‘growing’ customer, services pipeline
Switch flicked on network-as-a-service platform, with inaugural Global Fabric Internet service launched for initial customers.
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Strategy & Change
Orange Wholesale to launch 5G core NaaS offer in 2025
Orange Wholesale plans to help smaller mobile operators get on board with 5G SA.
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Analyst Briefings
BTwatch Weekly: vendor deals aplenty as BT promotes partners
Latest from BT in a week in which Optiva, RingCentral, Equinix, Cisco, and more are namechecked in expanded or extended deals; Openreach CEO gets on the EV campaign trail; BT wins payout from dismissed class action appeal; more…
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M&A
Telecom deal gives Telefónica an Argentinean escape hatch
Telefónica announces a swift, abrupt — and seemingly final — exit from Argentina, progressing bid to scale back its regional footprint in Hispam, and reduce risk. While Telefónica Argentina sale attracts criticism from President Javier Milei, Telefónica indicates it is protected from any fallout.
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People
DT brings former CFO Dannenfeldt back into fold
DT looks to appoint veteran Thomas Dannenfeldt to T-Mobile US’ Board of Directors.
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People
Telefónica wants Haas to guide German business through to 2028
Fresh, three-year contract handed to Telefónica Deutschland CEO, positioning him to deliver the German OB’s current three-year strategic programme and push further development.