Latest Telco Insight – Page 36
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Partnerships & AlliancesTelefónica, Entel, and KKR set to call off Peru fibre deal
Plan to create new Peruvian fibre joint venture taken off the table, after disagreements between the businesses over final conditions of the deal. Move marks another blow to Telefónica’s struggling local operating business. Read more…
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Analyst BriefingsThe Deutsche Telekomwatch Briefing: no macro alarms, yet
Reporting Q3 numbers, DT execs delight in strong performance of Europe-side businesses and calm concerns over any bumps from political and economic developments in Germany and the USA.
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Network & InfraEE rings up £1.29bn Emergency Services Network deal
Extended agreement takes EE engagement to at least 2032, with 4G RAN the focus.
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Analyst BriefingsTelefónicawatch Weekly: Spanish incumbents remain under siege; VM O2 executes on digital strategy
Q3 financials acknowledge tough domestic competition, notably rising menace Digi. Across the water, Virgin Media O2 doubles up on digital with a range of fresh services (and a new network)…
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M&Astc eyes Spain expansion after Telefónica stake buy approval
Saudi telco gets Spanish government’s blessing to increase Telefónica holding to 9.9%, more than a year after making its entrance as a stakeholder. stc also considering further investment in Spain, and elsewhere in Europe. Read more…
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Analyst BriefingsVodafonewatch Weekly: Vantage Towers taps old assets for new opportunity
Latest from Vodafone as Vantage Towers looks to monetise in new ways; the Group begins to walk the GenAI walk; APIs go intercontinental; and hopes rise as Vi prepares for good news from government…
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Strategy & ChangeOrange preps new business unit to drive telco APIs
CTIO hints that Orange will follow Deutsche Telekom’s example and set up a separate go‑to‑market network API unit.
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PeopleAllera exits BT with ‘New EE’ story half-written, Gillies may turn the page
BT Consumer boss, and the face of the Group’s flagship New EE brand, set to depart at end of March 2025. Bell Canada’s Claire Gillies is to take his place. Move marks next management shake-up as Kirkby continues to implement new BT agenda…
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Network & InfraNokia confirms primary role in DT’s German open RAN buildout
Finnish vendor and Fujitsu picked for next phase of DT’s open RAN plan, covering about 3,000 sites in home market.
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Products & ServicesOrange brings GenAI out of the shadows with B2B offer
Orange packages its own GenAI experiences and innovation into a go‑to‑market offering for enterprises.
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Financial & PerformanceHighlights: Over-powered DT presents headache for Europe’s telco club
Q3 FY24: Quarter sees Group put on another display of financial strength, fed by growth in USA and Europe — prompting some City analysts to question whether it should go easier on competitively challenged rivals in its home market.
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Financial & PerformanceGuidance: DT doubles up on EU-US earnings
Q3 FY24: Jointly-driven earnings guidance uplift gives DT a welcome chance to underline how its business is not just about T-Mobile US.
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Financial & PerformanceIn-depth: DT’s show of strength creates analyst anxiety
Q3 FY24: DT continues to leave European rivals behind with strong growth throughout P&L and across geographies, creating apparent signs of concern among sector stakeholders.
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Financial & PerformanceVi surges on hopes for spectrum payment relief
Vi’s stock has revived by news that the Indian government has agreed that bank guarantees should be scrapped for deferred spectrum payments.
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Partnerships & AlliancesOrange ties with Meta and OpenAI on Africa-focused LLMs
New partnership unveiled at the second edition of Orange’s OpenTech event reflects Group’s desire for AI tech to be inclusive, with focus on training LLMs to learn regional African languages. Read more…
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EventwatchVodafone gets GenAI in action through ‘big bets’, phased adoption
Vodafone cloud engineer Jared du Plessis says GenAI is delivering tangible results for networks, with three ‘big bets’ leading the way. RoI is front of mind, but phased approach to AL/ML integration, and a Google Cloud-powered orchestration platform, simplifies the journey…
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M&ATelefónica–Vodafone FibreCo gains investor traction — report
AXA Investment Managers, CDPQ, GIC, and Vauban Infrastructure Partners among list of investors reportedly showing early interest in grabbing an up-to-40% share of Telefónica and Vodafone’s upcoming fibre project. Read more…
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PeopleBT appoints ex-Verizon exec Rima Qureshi to Board
BT beefs up telco sector expertise in the boardroom with appointment of Rima Qureshi, who forged her telecoms career over 30 years at Ericsson and Verizon.
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InterviewIn depth: Eurotelco adtech Utiq sets course for Americas
Ambitious JV plots further regional Transatlantic expansion following recent Austrian debut, according to CEO Marc Bresseel. Read more on plans to crack North America, reach new platforms, forge new partnerships in adtech, telecoms, raise further funds, and beyond…
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Financial & PerformanceHighlights: Telefónica keeps cool in face of turbulence
Q3 FY24: Operator stays on track to meet end-year financial targets, maintaining underlying momentum, but macro challenges put a dampener on quarterly performance…