All Liberty Global articles – Page 4
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Eventwatch
Special Report: AWS telco commitment takes generative AI up a level at MWC
TelcoTitans explores the backdrop and impact of Amazon Web Services at Mobile World Congress 2024, where the dynamically different event presented a microcosm of the new telco industry. Featuring insight from senior AWS figures on critical new technologies, the cloud platform giant is setting out its stall to support the sector as it crosses into its techco future…
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M&A
Cellnex chases VM O2-Vodafone UK infra-sharing renewal to reassure investors
Virgin Media O2 and Vodafone in ‘advanced’ talks with Cellnex, amidst consolidation uncertainty. Cellnex sees ‘positives’ and ‘some challenges’ in European M&A spectre. Learn more from the InfraCo major’s latest Capital Markets Day…
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Weekly Briefings
Infrawatch Weekly: net-sharing, consolidation and deal-making in UK and Europe
Latest from the UK and Europe’s digital infra scene, including interviews and OpEds from Fibrus and nexfibre; big talk from Liberty’s CEO; and DigitalBridge’s Marc Ganzi teasing M&A to come. Plus much more from altnets, European infra players, and investors…
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Network & Infrastructure
Liberty eyes network-sharing deals in a “couple of markets”
MWC: Liberty Global CEO Mike Fries says network-sharing holds potential as part of broader need for telcos to up their partnering game and “return to profitable growth”.
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Network & Infrastructure
‘Focus and finance’: Telefónica sees UK NetCo adding fuel to fibre build
Virgin Media O2’s co-parent paints new, networks-focused UK business as an engine to accelerate roll out and monetisation of fibre connections.
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Network & Infrastructure
Liberty flags AWS partnership, taking NaaS ‘to the next level’
Latest from Liberty as busy Group talks up AWS, VodafoneZiggo collaboration on APIs set to go live commercially later in the year; tees up more to come at next week’s MWC…
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Weekly Briefings
Telefónicawatch Weekly: Virgin Media O2 sows seeds for major strategy shift, while Group stays planted in court
NetCo creation, bolt-on sales initiatives and TalkTalk’s consumer acquistion rumours mark busy week in UK; long-running legal issues advance elsewhere; plus blockchain, eVTOL, energy, rail, fintech, and more…
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Opinion
nexfibre CEO: Sustainable competition in the UK fibre market is crucial to long-term growth and innovation
OpEd: Rajiv Datta, CEO of leading FibreCo (and £4.5bn InfraVia-Liberty Global-Telefónica JV) lays out manifesto for an open and future-proof UK fibre market, aspiring beyond the basics and connectivity doldrums to lift society and the digital economy. With nexfibre at forefront…
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Strategy & Change
Liberty builds Benelux HoldCo in pursuit of VodafoneZiggo−Telenet synergies
Liberty Global continues to dance around an unblinking Vodafone, which is said to be considering strategic implications of new Benelux holding company established to optimise stakes (adding potential tax efficiencies, management synergies and financial freedoms)… move also features fixed-mobile convergence, opportunistic infra monetisation, regional and other investor bait…
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Network & Infrastructure
Virgin Media O2 fibre NetCo carve out coming for Openreach (and ISP clients)
Potential number-two NetCo to be created by VM O2 and owners Liberty Global and Telefónica, with the aim of creating a scale wholesale fibre challenger; open to M&A consolidation; nexfibre remains arms length…
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Venturing & Investments
nexfibre readies billion-pound spend to snag second spot in UK fibre build race
£1bn to be pulled from funding pot as wholesale NetCo looks to identify as second in 2024’s UK fibre race, in terms of both additions and overall challenger build-out; confirmed remaining outside of VM O2 NetCo carve out…
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Financial & Performance
Virgin Media O2 rejigs spend plan and strategy as well of merger gains starts to dry up
UK operator seeks to put more fuel in its earnings tank through ‘incremental’ investments in customer experience, digital, fibre sales, and new products this year. Move comes amid wider, dramatic refresh of VM O2 business with the operator kicking off process of NetCo-ServCo split.
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M&A
TalkTalk confirms wholesale stake sale plans, ties Consumer to exclusive access deal
TalkTalk confirmed exclusive talks are ongoing with a potential new equity partner for its wholesale business, Platform X Communications, as it refinances its £1bn debt facilities.
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M&A
TalkTalk rumours show potential for break-up to shake up status quo
Under-pressure telecoms group could take drastic action to alleviate debt concerns, which could significantly shake up the consumer and wholesale fibre ecosystem in the UK.
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Network & Infrastructure
Virgin Media O2 says Tata to workplace app tangle
Tata Consultancy Services to refresh operator’s employee experience systems as part of ongoing programme of synergy extraction from former Virgin Media and O2 infrastructure.
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Network & Infrastructure
AtlasEdge seeks role as UK C-RAN host
Director of Open RAN Paul Rhodes discusses plan to offer MNOs baseband capacity pooling as a way to deliver capex savings, reduced Scope 3 emissions, and support for new applications. However, scepticism around whether operators will adopt the architecture remains…
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Weekly Briefings
Deutsche Telekomwatch Weekly: T-Mo seeks ways to keep Big Mo
Deutsche Telekomwatch Weekly Briefing: T-Mobile US kicks off FY23 reporting from around the Deutsche Telekom world, and shrugs off handset sales slowdown to post further big growth in earnings and cash flow. And much more…
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Weekly Briefings
Infrawatch Weekly: NetCo-ServCo splits, fresh SatCo investment, tower M&A among hot topics
Liberty Global mulls over European NetCo-ServCo split; AST SpaceMobile secures big MNO/Google investment; Actis expands tower portfolio; CityFibre could now be preeminent UK fibre challenger in possible tipping point for fibre NetCo/wholesale business models. 20+ stories condensed in one weekly update…
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Strategy & Change
Liberty eyes infra ‘gold’ through NetCo-ServCo split
February strategy update could see group pave way towards separation of European businesses along lines of infra and retail, says CEO Mike Fries. Liberty envisaging a “series of transactions, structures, and strategies” for next phase of business, following recent years’ portfolio strengthening.
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Network & Infrastructure
AWS and cloud evolution shows the way as operators pursue NaaS
Liberty Global puts NaaS opportunity at around $150bn by the end of the decade, but AWS CTO Ishwar Parulkar urges telcos to look beyond the money, nurture developer relationships, seek unified approach…