Latest Telco Insight – Page 29
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Financial & Performance
Egyptian star rises: Vodacom heralds strength of most recent import
Vodafone Egypt cements status as Vodacom’s second-largest market, with currency stability and network-sharing portending next 5G chapter. South Africa remains solid overall, as the International segment sees data and smartphone growth offsetting geopolitical challenges.
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Products & Services
Orange seeks home advantage with new value added services and store
Home services head Chem Assayag emphasises need to identify specific offerings that will have customer appeal.
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Network & Infra
Telefónica tops up on 5G spectrum in Venezuela
Telefónica Venezuela and Digitel acquired mid-band spectrum in the country’s 5G auction, but other frequencies on offer were left on the table.
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Analyst Briefings
Vodafonewatch Weekly: all change in Europe
Latest from Vodafone and its interests, including major satcomms advancement; more senior changes at European OpCos; work ethic advocacy in Germany; more…
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Strategy & Change
BT names UK Business boss as domestic focus steps up a level
Vision for homeland-centric BT advances as UK Business inaugurated with Jon James poached to lead, veteran Bas Burger redeployed to MNC ‘optimisation’ (or offload). CEO Allison Kirkby’s career has criss-crossed James’, including tenure as Nordic CEOs, private equity, NetCo-ServCo and transformer experience. Completing circle, BT’s Christian Thrane succeeded James at Nuuday…
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Analyst Reports
Deutsche Telekomwatch Report #141 - January 2025
Key stories include: Things looking up for Euro sat venture | New telco API business christened | DT blends German wholesale units | Europe’s IT consolidation continues T-Mobile bulks up its media side-unit
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Analyst Reports
BTwatch Report #361 - January 2025
Key stories include: BT axes healthtech, EV innovation arm | Digital’s Data & AI overhaul | Irish data centres sold off | Global Fabric puts BT on road to AI returns | Openreach nabs more rural fibre grants
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Analyst Reports
Vodafonewatch Report #233 - January 2025
Key stories include: Group completes Italy exit | Vodafone gets to hyperscaling IoT | Vi earns renewed Vodafone backing | UK faces £120m_ lawsuit | Vodacom, Orange launch joint TowerCo
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Public Affairs
T-Mobile US says prepaid base ‘insulated’ from immigration policy
With US immigration policy in flux, and potential for large-scale deportations, T-Mobile’s management assures that any changes will not put a big dent in subscriber numbers.
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Analyst Briefings
Telefónicawatch Briefing: decoding the drama
As José María Álvarez-Pallete’s near-nine year leadership comes to an unexpected and abrupt end, we look at the implications for the Group’s domestic and international businesses. Read more…
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Analyst Briefings
BTwatch Weekly: collaboration key to Group’s innovation, transformation
Latest from BT and its ecosystem, including a call for quantum collaboration; EY, Pega tie-up on SMB channel transformation; legacy migration progress; and Q3 trading update build up…
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Products & Services
Telefónica taps Altostratus cloud smarts for B2B GenAI play
The new Telefónica Tech GenAI Platform was created with the digital services unit’s cloud consultancy Altostratus in a bid to make virtual assistants accessible to enterprise customers.
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Analyst Briefings
Orangewatch Weekly: Signs of MásOrange’s masterplan emerge
MásOrange is reportedly juggling a number of projects as it explores ways to drive growth and reduce debt, with the aim of turning itself into an investment-grade operation in the eyes of Standard & Poor’s.
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Strategy & Change
BT seeking SMB gains with EY insight, Pega platforms
Under the hood: how BT worked with EY and Pega to achieve a 360-degree customer view, implementing AI-powered propensity models, data-driven decisioning and hyper-personalisation to step up SMB engagement.
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Analyst Briefings
Deutsche Telekomwatch Briefing: CEO gets back in the Hött seat
DT’s Board gets a major agenda item for 2025 sorted, tieing down the operator’s long-serving Chief Executive to a ‘continuity’-delivering contract extension. In parallel move, Germany boss Srini Gopalan is to head over to T-Mobile US to lead operations overhaul. Read more…
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M&A
Telefónica approached by potential buyers of Argentinean business: report
Telefónica Argentina has reportedly caught the eyes of would-be purchasers in potential early test of how Group M&A strategy will shape up after the surprise appointment of new Executive Chairman and CEO Marc Murtra.
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People
Vodafone rotates Balkans CEOs, renews Greece and Romania leadership
More changes in the Balkans as Vodafone Greece and Vodafone Romania get new CEOs, with veteran Haris Broumidis stepping down.
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People
DT reshuffle: Höttges retained while Gopalan heads state-side
Deutsche Telekom’s Board shores up strategic ambitions by securing the signature of CEO Tim Höttges on a two-year contract extension, and parachuting key lieutenant Srini Gopalan into its increasingly dominant T-Mobile US business to oversee digital reshaping and customer groups.
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Strategy & Change
Deep dive: The politics behind Telefónica’s boardroom putsch
In bombshell move, Chairman and CEO José María Álvarez-Pallete forced out, following apparent boardroom coup by Spanish state. TelcoTitans considers the political backdrop, internal and national, as Indra’s Marc Murtra installed at helm…
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Products & Services
Telefónica brings Perplexity tie-up to Spanish customers
First fruits from Telefónica’s investment in and commercial agreement with Perplexity as operator offers premium Pro version for free for a year for all Movistar customers.