Latest Telco Insight – Page 39
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Partnerships & AlliancesO2 Germany refreshes Lebara contract to help fill 1&1 void
Operator brings new “long-term” Lebara contract to the realm of 5G, marking yet another win for O2 in its mission to strengthen its wholesale business…
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Financial & PerformanceSafaricom takes hit from Ethiopia biz but stays upbeat on long-term potential
More tumult from Safaricom’s Ethiopian venture as local currency depreciation pummels the Group’s earnings in H1 FY24–25, but Chief Executive Peter Ndegwa keeps eye on long-term prize from growing market.
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Partnerships & AlliancesVodafone’s $14bn brand continues to shrink as Hungary swap-out confirmed
Vodafone’s global brand presence dilutes further as 4iG-owned Vodafone Hungary prepares for name change.
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Financial & PerformanceBT ‘pulling levers’ to account for UK Budget burden
CFO Simon Lowth puts annual additional cost at £100m for the Group, with transformation plans to be ‘brought forward’ to compensate.
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Partnerships & AlliancesSpanish reboot continues, as Telefónica locks in MásOrange, Vodafone fibre tie-ups
Operator firms up details on FibreCo with Vodafone Spain, and confirms signing of Indefeasible Right of Use deal with MásOrange. Move continues ongoing ripple effect of recent M&A on relationships between Spain’s operators …
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Financial & PerformanceKirkby: multinational B2B ‘ripe for consolidation’ as BT pursues exit
BT H1: mutlinational corporate segment no longer a telco’s game, says CEO Allison Kirkby, and a divestment will accelerate turnaround plans. Talks ongoing with several parties, with both Global and Portfolio channels up for sale. UK business not immune to decline in the meantime…
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Strategy & ChangeDT’s Nemat sends tech on €1bn ‘impact’ mission
Group’s Head of Technology & Innovation emphasises continuation of key Group strategies such as product scaling, automation, and AI.
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Analyst BriefingsTelefónicawatch Weekly: infra sell-down advances; B2B leadership steps up
While Telefónica España debuted slicing and saluted its workforce for response to Valencia flooding, VM O2 in the UK has been busy adopting small cells to extend 5G SA, and chivvying the UK government to also step up on fraud protection. Read more…
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Analyst BriefingsVodafonewatch Weekly: shots fired in Italy as mergers progress
Latest in and around Vodafone, including Swisscom CEO’s sharp words for Iliad, which is circling as Vodafone Italy gets ready to merge with Fastweb; Group H1 earnings incoming with performance in Germany among the focuses; UK merger gets conditional clearance; Instant Networks sent to Valencia…
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PeopleO2 Germany: Mallik Rao adds B2B growth mission to tech remit
After five years spearheading O2’s pathfinding cloud transformation strategy, now-CT&EO given added responsibility to bring B2B and tech teams closer together. Read more…
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Analyst ReportsBTwatch Report #359 - November 2024
Key stories include: Kirkby rings Digital changes | Höttges sees ‘options’ for BT stake | Business reset rolls on, Radianz up for sale? | Global Fabric activated | Openreach’s ‘one network’ ambition with Nokia
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Analyst ReportsTelefónicawatch Report #186 - October 2024
Key stories include: Group banks on Perplexity’s AI | Álvarez-Pallete comfy in GSMA chair | Vivo closes out IPNET buy | O2 bags Lyca wholesale contract | Telecall preps challenge to Colombia’s telco quartet
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M&AVodafone, Three welcome ‘path to clearance’ as UK merger verdict nears
UK’s Competition and Markets Authority gives a provisional nod to operators’ merger plans, subject to ‘remedies’ to allay competition concerns.
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M&ATelefónica said to close in on Nabiax sale to Aermont Capital
Operator, with Asterion Industrial Partners, reportedly approaching final sale of data centre player, seeing it continue to monetise infra to pursue strategic goals…
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Analyst BriefingsDeutsche Telekomwatch Weekly: Telco Cloud heads east
Group lays out operational and commercial ambitions based on expansion of network of cloudified network core hubs across Europe.
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PeopleVodafone Peoplewatch: c-suite changes across the footprint
30+ senior and strategic changes at Vodafone and its partners, including more as shared operations resets; interim Business boss exits; board rotations at Investments operators; C-suite appointments in Germany and Czechia; and a familiar face brought in at Safaricom Ethiopia…
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Strategy & ChangeConfident Leroy cranks up targets for DT’s Europe region
Regional CEO Dominique Leroy sets more bullish goals for the operator’s next strategic cycle compared to previous, more modest ambitions.
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PeopleTelefónica Peoplewatch: Group names fresh Chile B2B chief
20+ senior and strategic leadership changes at Telefónica, including Group CEO Álvarez-Pallete staying on as GSMA’s Chair; President of Spanish operating business rotating out of helm at Solar360; and Telefónica Chile naming new enterprise lead…
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Analyst BriefingsVodafonewatch Weekly: Group reset puts telco-as-a-service front and centre
Latest from Vodafone and its ecosystem as B2T unit launches to commercialise shared operations; M&A attempts blocked in South Africa and started in Romania; and a new Iliad move on Italian assets midway through antitrust hearings…
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B2BT-Systems continues to amp AI capacity with new business unit
DT’s enterprise IT division is looking to AI to help it meet some ambitious medium-term revenue growth targets, and as well as recently flagging plans to expand its infrastructure platform, has now charged a new engineering function with the task of deepening its AI product portfolio and winning custom projects with clients.