Latest Telco Insight – Page 52
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Analyst BriefingsVodafonewatch Weekly: geopolitics forcing change in procurement and networks strategy
Latest from Vodafone and its ecosystem as geopolitical tensions and a shift towards a post-globalisation economy make mark on procurement and networks strategy across the Group. Also: Portuguese M&A shot down; CTO seeks commercial tension among hyperscaler partners; and technical trials with various partners show benefits for 5G rollout in Europe…
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Network & InfraGermany reaches deal with operators to phase out Huawei and ZTE
Deutsche Telekom and Vodafone Germany signal relief that the end is in sight to a politically sensitive and protracted affair.
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Suppliers & SCMVodafone buying chief: ‘creeping protectionism’ destabilising telecom supply chain
Group Procurement Director Ninian Wilson warns that dynamic has changed in Europe, with rising US-China tensions making for difficult decisions in telco buying. Vodafone SCM strategy now prioritising resilience, despite trade-offs…
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Analyst ReportsVodafonewatch Report #228 - July 2024
Key stories include: CTO: new tech requires new relationship | Net zero targets pushed back | Indus Towers hares offloaded | UK merger hit with more criticism | Ethiopian network rollout gains momentum
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Analyst ReportsTelefónicawatch Report #183 - June 2024
Key stories include: Q1: modest growth, with ‘catalysts’ in pipeline | Spanish gov reaches 10% Telefónica stake | Vivo mulls Desktop acquisition | O2 activates cloud 5G core | Liberty keeping eyes out on fibre M&A
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Analyst ReportsBTwatch Report #356 - July 2024
Key stories include: Slim joins as BT investor | BT holds firm against Vodafone-Three | AI buying bots on the agenda | ‘Platform thinking’ front and centre | PIA overhaul in the works
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Analyst ReportsDeutsche Telekomwatch #135 - July 2024
Key stories include: Telco LLM venture firmed up | DTCP gets moving on Porsche JV | Germany: XGS-PON marks spot | Spring growth for fibre rollout | Romanian transcation in spotlight
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Partnerships & AlliancesSpanish numbers: Telefónica locks in #4 Digi for 16 years
Key domestic partner retained with fresh 16-year mobile network sharing agreement, alongside renewed national roaming. Additionally, Digi strengthening wholesale fixed broadband ties, rather than heading for exit and creating another financial hole for Telefónica…
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Analyst BriefingsTelefónicawatch Weekly: UK mobile coverage expanded with net-sharing, rural rollout
Virgin Media O2 extends network-sharing deal with Vodafone UK, and meets first-phase Shared Rural Network coverage commitments.
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M&AVodafone M&A attempt shot down in Portugal
Proposed Vodafone Portugal acquisition of market minnow Nowo ruled out by local antitrust body, but with potential lessons to take to UK merger wranglings.
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OperationsVodafone says multi-cloud strategy paying off
Vodafone seeks to keep “commercial tension” between the three biggest hyperscalers in multi-cloud approach, as Microsoft partnership adds more balance to the mix.
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Network & InfraBT takes carrier aggregation one step further in 5G SA launch prep
Nokia and Qualcomm partnered again for latest 5CC carrier aggregation trial, laying foundations for 5G SA launch later this year.
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Analyst BriefingsVodafonewatch Weekly: UK merger takes another twist; AI making ‘fundamental’ change
Latest from Vodafone and its ecosystem, including AI-led change affecting the entire industry; UK deal-making to appease merger detractors; spectrum wins in non-core markets; and more from satcomms, ESG startups, and South Africa’s High Court…
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Analyst BriefingsDeutsche Telekomwatch Weekly: Group calls in the B2B backup in Germany
Telekom Deutschland continues efforts to inject some go-to-market oomph in broadband and B2B, with new marque and products.
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M&AMore suitors challenge Telefónica for potential Avatel buy — report
Investors Inveready and PAI Partners reportedly looking to buy fixed network operator, valued at around €550m. Telefónica and stc Group among others vying for the operator to advance Spanish fixed strategies.
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Network & InfraTelefónica, Meta ally to upgrade short-form video delivery
Pair seek to expand trials of 4G and 5G network configurations to optimise video content delivery beyond Spain.
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InnovationGenAI has potential to change internet’s economic model — Vodafone’s Petty
Vodafone CTO provides wide-ranging overview of the Group’s approach to generative AI, and the potential future impact of the technology.
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M&AHrvatski Telekom considering field services re-meld
Croatian operator initiates assessment of potential efficiency benefits from re-absorption of HT Servisi site maintenance and construction subsidiary.
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Partnerships & AlliancesTelefónica turns to Nokia for Spanish private 5G boost
Pair sign three-year deal to unite connectivity, cloud, and edge solutions to support businesses in “mission-critical” sectors.
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B2BTelekom Deutschland distills B2B identity down to a ‘T’
T-Business is launched in Germany as TDE releases a new set of Glasfaser-branded broadband plans for German businesses.