Latest Telco Insight – Page 48
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Analyst ReportsBTwatch Report #357 - August 2024
Key stories include: Q1: year gets off to “solid” start | Bharti in for Altice as BT shareholder | Data clean-up required for AI model | EE lined up for major ESN contract | Openreach fibre machine on the move
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Analyst BriefingsVodafonewatch Weekly: fibre, satellite, and 5G network milestones
Latest from Vodafone and its ecosystem of investments and partners, including: SpaceMobile launch nearing with Vodafone near top of priority list; Kenyan 5G superiority (with FWA uplift); and a Greek fibre deal on the cards…
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Analyst ReportsVodafonewatch Report #229 - August 2024
Key stories include: Q1: relentless Group ‘makes progress’ | VPC turns to bots for buying | Vantage tapped for another billion | 1&1 roaming deal looms | UK merger bid sees spectrum change hands
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Financial & PerformanceDT Q2 FY24 Highlights: ‘Flawless’ Q2 enhances the feel-good factor at DT
Q2 FY24: All major divisions record growth to keep DT’s ‘flywheel’ spinning as it approaches major strategy refresh.
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Financial & PerformanceDT Q2 FY24 In-depth: Four-sided forward movement
Revenue and earnings remain in forward gear across all four main divisions.
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Financial & PerformanceDT Q2 FY24 Spend: ‘AI still an ally’
End-Q2 financial and personnel numbers reflect Group onus on efficiency and cost control.
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Financial & PerformanceDT Q2 FY24 Guidance: Everything on point
Upgrade in US cash flow outlook puts DT in line to over-perform on flagship €18bn target for FY24.
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Network & InfraDT sees bright future for Access 4.0 project after Linux Foundation swap
DT says the Linux Foundation is well equipped to support former ONF network disaggregation initiatives.
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Network & InfraSafaricom claims 5G coverage lead in Kenya
Safaricom says it has the largest 5G network in Kenya with more than 1,000 sites deployed, but usage remains coverage and usage are low compared to 4G.
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Financial & PerformanceDT re-opens to European M&A ahead of strategy refresh
Q2 FY24: Regional giant suggests all the deal-making action will not just focus on its dominant, fast-growing American business when it lays out a new medium-term strategy in a few weeks’ time…
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PeopleBT rejigs B2B leadership as international opportunities eyed up
Chet Patel tasked with exploring options for BT Business’s global unit; Ashish Gupta and Alex Tempest move on; and shoes to fill at BT Wholesale…
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Analyst BriefingsBTwatch Weekly: Drahi out, Bharti in as CEO Kirkby claims BT strategy ‘vote of confidence’
Latest from BT and its ecosystem, including the Group’s new largest shareholder and the motivations behind the move; Openreach stepping into the Project Gigabit fray with a potential £800m windfall; BT Sourced hypes nnamu procure-tech; more around the Group…
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Strategy & ChangeIndia’s Bharti steps in as BT’s new largest shareholder
BT Group reunited with 1990s partner, but this time as junior, with new India connection talked up. Investment anchored as ‘vote of confidence’ in CEO Allison Kirkby’s strategy. Road to regulatory approval appears relatively smooth. More on Altice retreat…
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Financial & PerformanceTelefónica gets to plugging Core Market wholesale gaps
Operator seeks to lock in key wholesale clients and create new revenue sources after management affirms wholesale will “be a drag” on 2024 performance.
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Financial & PerformanceTelefónica Tech reaches €2bn sales mark
Q2 FY24: Digital B2B services unit hits revenue milestone in last twelve-month period, and reported another solid quarterly performance. Read more…
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Network & InfraGreek fibre: OTE lines up wholesale deals with rivals Vodafone and Nova
Incumbent’s new CEO Kostas Nebis flags pair of strategically significant wholesale tie-ups are imminent, as OTE seeks to accelerate commercialisation of flagship, €3bn fibre investment programme.
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Analyst BriefingsVodafonewatch Weekly: fibre sale, B2B investment, UK merger delay
Latest from Vodafone and its interests, including: quarterly and full-year results in India that show positive movement; B2B recovery work begins in Germany; TPG puts fibre assets back up for sale; and plenty more in Europe, Africa, Asia, beyond…
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M&ATelefónica firms up MásOrange 5G spectrum buy — report
Group said to have finalised terms to acquire 3.5GHz spectrum from newly-merged operator as part of post-merger asset fine-tuning.
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Financial & PerformanceTelefónica Q2 FY24 Guidance: Fresh opportunities keeping Group on track
Guidance reiterated across all metrics, with “positive near-term catalysts” to serve as tailwinds in second half of the year.
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Financial & PerformanceTelefónica Q2 FY24 In-depth: Focus on profitability as revenue blips in key geographies
Group reports slight revenue and earnings increases, as growth decelerates in Brazil and Germany, while Virgin Media O2 adjusts guidance after reporting decreases in sales and EBITDA. Read more…