Latest – Page 69
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Analyst BriefingBTwatch Weekly: Kirkby gathers transformation troops, but can she convince investors?
Latest from BT and its ecosystem the day before the Group’s FY23–24 results hit the screens. CEO Allison Kirkby is corralling a new squadron of incomers to drive forward her flavour of transformation for BT, but investors so far appear unconvinced. Spectrum auctions may be imminent, as real estate redevelopment nears completion, and a revitalised Corporate & Public Sector team boast a West Country win. Read more…
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M&AT-Mobile’s Osvaldik stays coy on UScellular rumours
CFO indicates that UScellular would be approached in the same way as any other ‘hypothetical situation’.
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Financial & PerformanceIHS Towers targets $1bn from asset disposals
Tower group’s chief executive announces ten-digit goal for proceeds from business sales, amid ongoing strategic review.
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Financial & PerformanceTelefónica Q1 FY24 Spend: investments made, efficiencies gained
Continued investment in AI, automation, and sustainability highlighted . Read more…
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Network & InfraGerman operators respond cautiously to BNetzA’s proposed spectrum auction compromise
Three existing MNOs, which have been loudly complaining over spectrum access cost burden, would pay just under €600m for five-year rights extension under new BNetzA proposals.
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M&AGreece’s OTE says talk of tower sale ‘premature’
National telco reiterates interest in wireless infra spin-out, to trim down the costs of managing wireless infra and boost share price.
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Analyst BriefingInfrawatch Weekly: land grabs, power-sharing, and an AI tidal wave
Latest from the digital infra scene in the UK and beyond, including: plans for InfraCos to both attack and defend against challenges in the market with new land acquisition and energy plays; data centre prep for building ‘AI tidal wave’; a busy time for vendors in the evolving German infrastructure market; people moves; and plenty more…
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InnovationUKTIN: Why collaboration is key to driving investment in R&D for the telecoms sector
OpEd: Jon Hunt, Project Board Member at the UK Telecoms Innovation Network, sees potential easing of M&A regulation in Europe as opening a path for telcos to improve collaboration, R&D and funding efforts on an international scale, including with academia and Big Tech. Read more…
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Analyst BriefingVodafonewatch Weekly: cost of Ethiopian expansion laid bare; another twist in M&A tale
Latest from Vodafone, affiliates and partners: Group earns security clearance for UK merger; Ethiopia optimism reiterated despite financial reality check; and TowerCo Inwit braces for reshaped Italian market following MNO reshuffle. More from South Africa, Spain, Netherlands, elsewhere…
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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…
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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…
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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.
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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.
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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…
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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.
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Financial & PerformanceInwit boss hopes wave of Italian telco deals will halt sector decline
Wireless infra player’s General Manager Diego Galli sees prospective wave of Italian market consolidation as good news for operators’ suppliers, including TowerCos, by strengthening telcos’ cash position and arresting recent slump in spend.
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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…
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Network & InfraGerman telcos expand 4G coverage on Berlin’s U-Bahn
O2 Germany, Telekom Deutschland, and Vodafone Germany extend 4G subway network to cover all nine lines and 175 stations. 5G upgrade already in the works, as operators aim to meet Germany’s wider coverage targets along transportation corridors. Read more…
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Partnerships & AlliancesNokia bags new fibre kit deal from Deutsche Glasfaser
Finnish vendor claims to be swapping out two competitors in fibre network provider’s installed base.
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Strategy & ChangeAmerican Tower eyes US expansion of Power as a Service in efficiencies pursuit amidst M&A hiatus
ATC looks to ship high ROI ‘Power as a Service’ learnings to US market, having proven benefits in Africa, and to transfer US automation credentials to other geographies. Hunt for global efficiencies may also lead to monetisation of sub-scale assets, with focus on operational excellence meaning “nothing compelling” to buy, for now…