Latest Telco Insight – Page 56
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Analyst BriefingsVodafonewatch Weekly: ex-OpCos begin turnaround; venturing moves in Europe, Africa
Latest from Vodafone and its ecosystem as the Group completes in Spanish exit and hears news of a turnaround from another former OpCo in Hungary, while prospective new ownership in Italy makes more M&A moves. Startup incubation and acceleration is brought to the fore in Portugal and Kenya; open RAN updates with partnerships in tow; drones take flight in Germany; and plenty more…
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Products & ServicesTelefónica Tech bulks up Spanish enterprise portfolio with Microsoft tech
Operator harnesses Microsoft’s AI and cloud technology to deliver automation, business management, and customer experience tools in Spain, following launches in other markets. Move advances commercialisation of Tech’s ‘global service lines’, which form part of revenue growth strategy…
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Network & InfraDT’s Arbitter seeks realism on network API aspirations
DT’s API supremo damps down what should be expected from network APIs.
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Analyst BriefingsDeutsche Telekomwatch Weekly: shoring up the home finances
Both sides of RoI equation in spotlight in key arena of German fixed broadband, as DT re-assesses market trends and continues search for ways to trim fibre rollout budget.
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Content & TVBT policy chief calls for TV distribution rethink as IP takes hold
Policy & Public Affairs Director Helen Burrows describes current content distribution regulation as insufficient and outmoded, with need to update and reflect change in audience demand.
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Partnerships & Alliances‘Fixer’ Zegona seeks to shore up wholesale relationships, after Vodafone Spain buy
Following €5bn acquisition, Zegona CEO Eamonn O’Hare states intent to “move swiftly” on refreshed strategy, with early moves in wholesale segment reflecting a shift in priorities in order to reduce Vodafone Spain’s cost base and improve unit’s performance…
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PeopleEx-Vodafone CTO Wibergh takes on networks role at AST SpaceMobile
Former Vodafone CTO Johan Wibergh partly compensates for childhood ambition to be an astronaut.
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M&AGerman state trims Deutsche Telekom stake to 27.8%
Government intends to invest funds raised from DT share sale in Germany’s railways.
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Network & InfraMagenta Telekom Infra rebrands, seeks distance from ex-MNO parent
Austrian TowerCo drops colour scheme associated with Magenta Telekom, as it seeks to stress independence and broaden client base.
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Strategy & ChangeSnowflake: Building a telco space where data exchange can thrive
Vodafone, AT&T, Snowflake and Amdocs come together to explore telco operational and business realities and the breadth of possibilities for the age of data, digitalisation and AI when everything is connected. Learn more about how data environments are being transformed to get fundamentals right internally, for customers, and for wider collaboration…
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InnovationBT R&D chief calls for “coherent” policies to support UK innovation
UK industrial strategy for telecoms needs a rethink to support homegrown technology development, drive demand, and revive ailing sector, according to Gabriela Styf Sjöman, Managing Director, Research & Networks Strategy at BT Group.
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Network & InfraHrvatski Telekom assessing carve-out of wireless infra
Croatian operator becomes second Deutsche Telekom business in recent weeks to flag interest in a tower spin-off, after Greece’s OTE.
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Products & ServicesDT seeks to break Germany’s fintech barriers with Greek payment app
German telco is piloting payzy, the digital wallet offering developed by its Greek NatCo OTE, in a rare sign of interest in the financial services world.
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Analyst BriefingsVodafonewatch Weekly: African infra in spotlight, Spanish retreat complete
Latest from Vodafone and its partners and interests as Spanish exit completes, Shared Ops leadership adjusted, and climate plans pushed back. In Africa, infra-sharing is on the cards, but Vodacom’s in-progress South African fibre deal faces backlash…
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Analyst ReportsVodafonewatch Report #227 - May 2024
Key stories include: Fy23-24: growth ‘in our hands’ | Vantage Towers sell-down on the cards | Vi 2.0 readies for comeback | Germany braces for TV customer exodus | Safaricom cuts Ethiopia spend plan
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Network & InfraTelefónica takes bulk of Spain’s rural 5G SA funding
Group receives more than half of €508m funding available through UNICO-5G Redes Activas programme, despite alterations to tender to reduce perceived competitive advantage.
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PeopleBT Peoplewatch: Data & AI leadership redrawn at BT Digital
Senior swaps include new Data & AI leader after Zoë Webster exits the Group, leaving a legacy of AI adoption and foundations for scaling. BT Business changes include senior shuffles for Central Government accounts, while Openreach opts to leave Corporate Affairs & Brand unfilled after Catherine Colloms departs. Plenty more across the Group…
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Analyst BriefingsTelefónicawatch Weekly: core markets press on with digital infra M&A
Work with co-owner Asterion on Nabiax data centre sale reportedly coming to a head, while Brazilian operating business confirms interest in rival fibre assets. AI and network-sharing passion remains, with expansion of Google Cloud deal and Millicom highlighting new JV with Telefónica as an ‘inflection point’ for Colombia. Read more…
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Analyst BriefingsBTwatch Weekly: Kirkby sets agenda as Group targets simpler, leaner, better
In-depth analysis of BT’s FY23−24 results, including the vision cast by CEO Allison Kirkby in her first full-year earnings call. Tweaks made to Group shape will redraw Business boundaries and target the division that has caused significant headaches in recent years. Consumer and Openreach are turning a corner, with the hard graft of the past few FYs soon to be leveraged and monetised. Developments elsewhere include: another delay to the all-IP landline migration; an Openreach executive exit; self-powered base stations; and a multimillion-pound fine from Ofcom…
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Financial & PerformanceDeutsche Telekom Q1 FY24 Highlights: low-key Europe division gets a rare ‘star’ turn
Q1 FY24: No nasty surprises, but some emerging challenges, as DT nears the end of its current strategic phase.