Latest Telco Insight – Page 85
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Financial & PerformanceSpend: BT expenses rise despite cost-cutting focus
BT H1 FY23–24: Operating expenditure continued to grow but capital outlay brought under control.
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Financial & PerformanceHeadlines: BT hits stride as key financials see growth
BT H1 FY23–24: Growth in revenue and EBITDA make for positive reading, but the usual Business drag brings numbers down.
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Financial & PerformanceGuidance: outlook reaffirmed as Jansen claims a job well done
H1 FY23–24: CEO claims to have set BT up for momentum towards longer-term targets thanks to strategic focus on network investment.
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Strategy & ChangeDT bosses tap into Asian experience on customer-centricity and tech development
Group’s Chief Executive Timotheus Höttges cites visit to tech partner SK Telecom as highlight of trip to region, while Europe Head Dominique Leroy travels to India to meet with software development partners.
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Financial & PerformanceJansen concedes losses to altnets as Openreach set to miss annual fibre build target
BT Group CEO Philip Jansen boasts of fibre progress but guidance for coming quarters indicates Openreach will fall short of four million premises passed in the FY; earnings call included a rare admission that Openreach lines are being lost to altnet rivals.
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Network & InfraBrazil’s Vivo calls for 5G RAN sharing freedom
Operator moots 5G extension to wide-scale RAN sharing arrangement with rival TIM Brasil, despite increased regulatory jumpiness over urban infra collaboration between major mobile operators.
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Partnerships & AlliancesO2 Germany kicks off ORAN trials with Samsung
Pragmatic move to lean heavily on Samsung and encompass vRAN will trigger ‘true ORAN’ zealots, but operators understandably prioritise ‘optionality’ benefits and outcomes above all else.
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Financial & PerformanceVodafoneZiggo bats off doubters: committed to ‘value over volume’ model, despite Q3 weakness
Outgoing CEO Hoencamp concedes that ‘jam tomorrow’ outcome of subscriber losses so far outweighing ARPU gains is not “entirely by design”. Defends “balancing act”, regardless of competitive animus. Read more for Q3 highlights and takeaways…
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EventwatchTelcoTitans Eventwatch calendar: the industry events that matter
TelcoTitans Eventwatch highlights the key events to look out for in 2025 that really matter, and those we will be covering, attending, and associated with as an official media partner.
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PeopleDT switches supervisor at Hrvatski Telekom
Europe business-to-business boss Elvira González is elected Croatian telco’s new Chairperson.
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Suppliers & SCMBT’s buying chief Pourrat injects risk management into the Sourced DNA
BT Sourced CEO on how instilling “culture of risk” within organisation’s DNA has enabled it to “react immediately” to supply chain disruptions.
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M&ASpain mulls Telefónica stake buy, as stc ‘backs off’
Spanish government seeks to gain greater control of “strategic” Telefónica in light of stc’s bid to increase stake.
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PeopleDeutsche Telekom’s Mudesir plots XGS-PON future
No “big bang” planned for copper network switchoff, says Group Chief Technology Officer.
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Financial & PerformanceTelefónica’s connected-security JV flags progress in profit pivot
Operator’s three-year-old joint venture with Prosegur highlights improvements in churn, user spend, and profitability after switching focus away from growth-above-all strategy seen in its startup phase.
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M&AIn depth: Vodafone concedes defeat in Spain, billions poorer, in latest bid to ‘right-size’
Cutting and running from yet another once sunny market now beset by unbearable competitive storms, will Vodafone ever find a downsize that fits?
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M&AVodafone said to near Spanish exit as Zegona preps finance
Reports indicate takeover deal is nearly complete, with Zegona said to have raised debt funding from bank syndicate and Vodafone itself.
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Financial & PerformanceTroubled Vi to plough funds into 5G as losses mount
Aditya Birla Group Chairman pledges “significant investment” in Vi’s 5G rollout, but timelines and funding remain unclear.
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Network & InfraVodafone urges top operators to shoulder responsibility on scaled open RAN adoption
Vodafone’s Head of Open RAN Francisco Martín Pignatelli emphasises duty of ‘top 20’ operators in supporting smaller players on their “open RAN journey”.
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Analyst ReportsVodafonewatch Report #220 - October 2023
Key stories include: Spain in takeover talks | Vodafone deals ignite open RAN | AI in to scale IoT monitoring | Satellite tie-ups take off | Vodacom flicks Eskom switch
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Strategy & ChangeSievert: T-Mobile to embrace AI and data in ‘post-Sprint integration era’
Operator plans to take advantage of new software tech to “re‑craft” company.