Latest Telco Insight – Page 99
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PremiumBT Q1 FY23–24 Guidance: BT sticks to (vague) targets
Mixed results across BT’s CFUs, but full‑year expectations remain unchanged.
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PremiumBT Q1 FY23–24 Headlines: revenue boosted as price hikes pay off
Revenue up across every division; EBITDA follows suit in all but Business.
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Public AffairsIn depth: “Betrayed” Drahi firewalls Altice corruption claims as impact gets personal
Speaking to investors, Altice owner reiterates position of business as a victim of corruption scandal in Portugal, emphasising major personal financial crossover. Read more about how role of ‘co-founder’ Armando Pereira and fallout for strategic BT and Vodafone tie-ups are being downplayed, implicated vendors already being axed, and ...
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Partnerships & Alliances1&1–Vantage dispute rolls on despite Vodafone roaming deal
Dommermuth clear that national roaming deal with Vodafone not synonymous with clean break from O2 Germany.
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PeopleLatest Orange people moves: new CFO recruited in Luxembourg
Adrien Pottier named finance chief at Orange Luxembourg after more than 12 years with the operator.
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Strategy & ChangeOTE still seeking to stabilise Romania biz ahead of any sale
Telekom Romania Mobile continues to weigh heavily on Group results, but future remains open.
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Venturing & InvestmentsSCALEUP X: Tomorrow Street hunts for Vodafone’s next wave of strategic suppliers
Tomorrow Street CEO Kenneth Graham aligns new acceleration programme with Vodafone’s priorities. Initial cohort (Armis, Cyware, Emplay, Greymatter.io, HeadSpin, Invia, Maxbyte, SourseAI, Vyntelligence, Workato) boasts north of $1bn funding, with top-tier backers including Atlassian, Battery, Brookfield, Dell, NetApp, Palo Alto, SAP, Sequoia, ServiceNow, Zscaler. Learn more…
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Partnerships & AlliancesVodafone’s Economy of Things venture takes flight, onboards customers
Vodafone Digital Asset Broker CEO Jorge Bento lays out EoT future as Group carves out influential role in blockchain-based transactions.
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Venturing & InvestmentsTelefónica reinvests in eSIM provider Airalo
Latest investment sees increasing focus on more mature and strategic startups housed within Telefónica Ventures’ growing list of portfolio companies. Read more…
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Partnerships & AlliancesVodafone deposes Telefónica as 1&1 roaming partner
Roaming agreement will provide 1&1 customers with nationwide 5G coverage from no later than October 2024.
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M&Ae& weighs 20% Vodafone stake, but keeps investment options open
e& testing the waters with regulatory and competition authorities in multiple countries on raised stake, with “no red flags” raised yet.
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Partnerships & AlliancesVantage goes airborne in Berlin with DT spinoff
Vantage and Staex join with EVA to create a drone delivery corridor in Berlin.
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PremiumTelefónica people moves: new CFO in for Tech UK&I
Tech shuffles responsibilities of top management in major reorg, and appoints Jamie Wark as new finance chief for UK&I. Meanwhile, new Programme Delivery Directors for the southern UK and nexfibre JV recruited.
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Financial & PerformanceT-Mobile US still hazy on 5G ANS growth
Mike Sievert says NatCo doesn’t know when 5G ANS revenue will be “bigger than a breadbasket”.
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Partnerships & AlliancesMore growth for Telefónica–Prosegur JV, despite cooldown
Movistar Prosegur Alarmas reports reduced rate of user acquisition, reflecting fresh focus on driving up service profitability and customer value.
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Partnerships & AlliancesDT touts Klopp tactics to bring small clubs to Sporttotal 5G venture
Focus remains on football for now, but other sports will be targeted in future.
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Products & ServicesVodafone, Nokia link up on cloud-based charging platform
Pair combines to develop cloud‑based converged charging system, enabling former’s business customers access to ‘future’ 5G services.
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PremiumElsewhere in Openreach: Openreach passes 700,000 premises in Wales
BT accused of underplaying risk of altnets.