Latest Telco Insight – Page 49
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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…
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Financial & PerformanceTelefónica Q2 FY24 Spend: Tight lid kept on expenses
Group pulls back on spending after Q1 investment spree, keeping capital intensity well within guidance range.
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Financial & PerformanceTelefónica Q2 FY24 Highlights: ‘Confident’ Group credits Core Markets catalysts
Initiatives unveiled in Q1 already bearing fruit, as Group affirms it remains on track to meet end-year financial objectives. Read more…
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Suppliers & SCMBT Sourced turns to AI agent for easier, faster supplier negotiations
BT Group Chief Procurement Officer Cyril Pourrat says “don’t be afraid” of AI as the buying unit employs digital agent from German startup nnamu, saving time and money in supplier negotiations.
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Strategy & ChangeVodafone Business hiring spree set to rev service growth in Germany
Vodafone’s B2B push gets underway in Germany with 120 new jobs to drive growth in cloud, connectivity, cybersecurity, and IoT.
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PeopleBT Peoplewatch: high-profile exits at Group, Openreach, amidst digital imports
20+ senior and strategic changes at BT, including a transformation guru brought in from KPN to lead Business recovery; policy and regulation in focus at Group level; IT architecture swaps at Digital; and convergence expertise imported to support EE ambitions…
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Partnerships & AlliancesDeutsche Telekom IoT taps into Bridge Alliance for APAC access
Group continues efforts to make T‑IoT the “one-stop shop” for global IoT coverage.
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Financial & PerformanceIndus Towers recovers more Vi past dues, but new payment plan yet to be agreed
Q1 FY24–25: Indus Towers got a boost to profitability and free cash flow from debt-laden key client Vi and fellow Vodafone-affiliate continuing to pay down outstanding bills.
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Analyst BriefingsBTwatch Weekly: CEO claims ‘solid start’ but warns of tumultuous year to come
Latest from BT and its interests, including: a Q1 report that tees up plenty of turbulence to come, but with a recovery scheduled within the next 18 months; a massive ESN contract in the works with BT despite equally substantial delays in recent years; and new digs for the former CEO…
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Financial & PerformanceSafaricom scaleup Circle Gas restructures, but yet to soar
Sharp jump in revenue as demand for pay-as-you-go gas rises, but restructuring for future expansion weighs on net losses.
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M&ABrazil’s Vivo keeps watch on digital M&A opportunities
Q2 FY24: Telefónica’s Brazilian operating business continues to analyse opportunities to expand its digital B2B service portfolio in cloud, cybersecurity, and IoT.
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M&AAustralia’s TPG puts fibre back on the table in new Vocus talks
Macquarie-backed fibre operator Vocus in early talks with TPG Telecom as fibre assets put back on the table…
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Analyst BriefingsTelefónicawatch Weekly: Hispam sales jump back onto the agenda
Telefónica makes abrupt announcement of deal to exit Colombia with sale to rival Millicom, further reducing exposure to Latin America.
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PeopleVodafone Peoplewatch: new Business CEO sets hiring agenda
25+ senior and strategic people moves across the Vodafone ecosystem, including: Marika Auramo laying plans to grow the Business team; top-level healthcare division exit; SpaceMobile ExCo reshuffle; and new digs for two former Vodafone CFOs…
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Analyst BriefingsDeutsche Telekomwatch Weekly: T-Mobile heads up for fibre seconds (but less keen on thirds)
FTTH action continues to dominate as T-Mobile US makes another expansive wireline M&A move and in-house rollouts progress in Croatia and Germany.
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Financial & PerformanceBrazil’s Vivo sails past 100m mark for mobile accesses
Brazilian OB reaps success of upselling tactics as postpaid mobile share expands.
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Network & InfraEE handed £1.85bn ESN top-up, 5G SA upgrade
UK Home Office to award massive Emergency Services Network transition contract. ’Progress’ so far blocks competition and earns EE the deal, despite ten-year, £10bn+ programme delay…
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Analyst BriefingsVodafonewatch Weekly: CEO claims ‘real progress’ in mixed Q1
Latest from Vodafone and its network of interests, including in-depth analysis of the Group’s Q1 results. In Germany, MDU law changes a major headache, but red tape cutting in Germany may support affiliate Vantage Towers, and 1&1 roaming only months away. Plus plenty more across the footprint…
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Financial & PerformanceT-Mobile has ‘little appetite’ for further fibre deals, for now
CEO Mike Sievert says T‑Mobile remains open minded but indicates that there are no current plans to bulk up fibre diet.
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M&ATelefónica heads for Colombian exit with Millicom deal
Group set to further reduce its presence in Latin America with sale of stake in Colombian operating business to Millicom.