Latest Telco Insight – Page 60
-
Content & TVVirgin Media O2 taps Amdocs for TV streaming upgrade
UK major to integrate Subscription Marketplace solution into existing content streaming and TV offering. Move builds on prior relationship with Amdocs, and wider engagement with Telefónica Group outside of the content streaming sphere…
-
M&AVodafone−Three welcome deal’s security clearance as focus turns to antitrust
UK government green-lights merger (with caveats) after conducting security review, but Vodafone−Three are far from celebrating as the CMA’s investigation steps up a gear and leaves consolidation in doubt…
-
Financial & PerformanceSafaricom dials down Ethiopia spending plan as loss drags Group profits
FY23–24: Safaricom slashes five-year investment target for Ethiopia, commits to tightened spend to weather challenging macro environment, but remains positive on progress and outlook.
-
PeopleBT Peoplewatch: as Kirkby ups the transformational ante, ex-CEO Patterson goes boardroom ‘goliath’
40+ senior/strategic appointments across BT Group, including: new CEO Allison Kirkby making mark with more transformation-focused imports; ex-CEO Gavin Patterson makes it boardroom berth number-eight; and major changes at revamped BT Business. Fibre build remains priority at Openreach, while Consumer beds in fresh device and marketing leadership. Read more…
-
Partnerships & AlliancesTelefónica signs fresh Digi Spain wholesale deal
Group appears to have achieved its objective of a win‑win deal that allows it retain Digi as a network client, and is set to be completed in weeks.
-
Network & InfraTelefónica misses deadline on copper shutdown
Q1 FY24: Group remains at work, switching off retail copper lines in Spain, having missed initial April 2024 target. Effort to replace legacy lines drives increase in capex in first three months of the year. Vilá highlights operational benefits expected…
-
Analyst ReportsTelefónicawatch Report #182 - May 2024
Key stories include: Spanish gov builds stake in Group | DT branding dispute rumbles on | O2’s Rao calls for 6G discipline | Infra investors keen on UK NetCo | Movistar extends AT&T Mexico access deal
-
Financial & Performance1&1 continues to push back against calls for German auction rethink
German challenger is at odds with established MNO rivals over how to allocate soon‑to‑expire spectrum rights.
-
Network & InfraFour years in the making: O2 Germany activates cloud-based 5G core
Telefónica’s German operating business takes Nokia-AWS 5G cloud core to first million subscribers. Seen especially benefitting 5G standalone use cases…
-
PeopleBT adds transformation expertise to board, seeks out ‘operational resilience’
Ex-Barclays finance chief Tushar Morzaria appointed to BT Board of Directors, with Chairman Adam Crozier lauding ‘corporate change’ specialism and adding further transformation expertise to the BT boardroom.
-
Analyst BriefingsBTwatch Weekly: BT adds to concerns about Vodafone−Three UK merger, EE Finance gets Patterson’s Glow
Latest from BT and its ecosystem of partners and suppliers in a week where the UK’s competition authority revealed the level of concern it has about Vodafone UK’s proposed merger with Three — with BT’s networks found to be one potential flashpoint. EE continues retail revamp; Etc. ignites EV charging trial; and Business advances its Portfolio makeover…
-
Analyst BriefingsVodafonewatch Weekly: ups and downs in Group’s network-sharing tie-ups and M&A; RAN mega-tender KO
Latest from Vodafone and its ecosystem, including: commencement of massive RAN tender; regional network-sharing in Australia; and UK merger with Three competition concerns mount. Elsewhere: Vodafone Business seeks role in edge compute innovation; Vodacom Tanzania facing legal action; and more consolidation prospects in the Netherlands and Spain explored…
-
Financial & PerformanceInfra investors line up for stake in Virgin Media O2’s new NetCo
Q1 FY24: Liberty Global CEO Mike Fries says Boston Consultancy Group and Deloitte hired for financial and project planning, as investors appear interested in fibre spin-out plans. Despite confidence in fibre growth opportunity, VM O2’s fixed customer base declined in an overall uneasy quarter for the operator…
-
Analyst BriefingsDeutsche Telekomwatch Weekly: it’s all set to kick off in Germany’s broadband market
Telekom Deutschland amps up promotions and advertising as it preps pincer movement on cable rivals, using coming weeks’ regulatory changes and Euro 2024 tournament. Meanwhile, T-Mobile US makes its first move in long-anticipated fibre M&A strategy, tying with Swedish investment giant EQT to take joint ownership of infra player Lumos.
-
Consumer (B2C)EE’s £6m bricks-and-mortar retail investment brings more customers, better connections
EE’s newest Experience store opened in Bristol, with nine more to follow in the next year as part of £6m retail investment.
-
M&AT-Mobile swallows Mint in up-to-$1.2bn deal
DT’s American NatCo adds Mint and Ultra to its value brand portfolio following FCC approval.
-
Analyst ReportsVodafonewatch Report #225 - April 2024
Key stories include: Italy sale initiates Group restructure | Niel questions Voda leadership | TPG sets out legacy cull plan | Germany to cut jobs, costs | UK faces in-depth meger probe
-
Analyst ReportsDeutsche Telekomwatch Report #133 - April 2024
Key stories include: FY23: cash flow becoming cash flood | DT makes Open Gateway API debut | Gopalan clashes with fibre rivals | Hrvatski Telekom stays on M&A watch | OTE to separate wireless infra
-
Analyst BriefingsTelefónicawatch Weekly: Spain’s telcos and TowerCos mull next steps, post-Orange-MÁSMÓVIL merger
Market dynamics continue to shift following Orange-MÁSMÓVIL merger completion, as Spanish government continues building stake in Group, while Cellnex addresses challenges of integrating Orange and MÁSMÓVIL’s networks. Elsewhere: Movistar extends AT&T Mexico capacity access deal; VM O2 said to eye up potential KCOM acquisition…
-
M&AMerged Vodafone−Three ‘incentivised and able’ to ‘frustrate’, ‘harm’ BT — CMA
Merger-critical Competition & Markets Authority investigation is damning on logic and impact of combination, dubious of benefits. Network-sharing joint venture MBNL is at heart of concerns and may become a focus for any forthcoming ‘remedies’. Read more…