All Macroeconomic articles
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Financial & PerformanceEquity vs debt: who blinks first in UK fibre consolidation showdown?
In-depth: While sector consolidation presents complexity for altnets seeking to evolve, challenges faced by financial backers invested through equity and loan facilities should not be underestimated.
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Strategy & ChangeT-Systems bullish on sovereignty shift; untouched by tariff ‘turmoil’
Q2 FY25: Deutsche Telekom says enterprise IT business on track to meet FY25 guidance and longer-term targets.
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Financial & PerformanceBT pensions deficit way down in face of oncoming headwinds
BTPS deficit down more than 50% as management express pleasure with progress towards full funding; de-risking also in full swing, likely of interest to potential investors/takeover bidders…
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PremiumGovernment seeks to offload 10% stake in Telecom Egypt
Egyptian state reportedly planning to offload 10% stake in Telecom Egypt amid intense macroeconomic pressures.
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PremiumHöttges claims 1&1 has ‘lost eligibility’ for auction participation
DT CEO hits out at challenger 1&1 arguing it has “lost the eligibility for participating in an auction” after limited coverage increases.
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PremiumVirgin Media O2 joins massive price-hike club
Operator confirms average yearly prices will shoot up 13.8%.
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Partnerships & AlliancesTelefónica ‘appeals to hyperscalers’ for support on network API push
Operator reportedly in negotiations with Amazon, Google, and Microsoft to support API marketing.
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PremiumDT Q3 FY22 headlines: DT powers through the gloop
Highlights include turbo-boost in US from strengthened dollar, and German broadband gains over competitors.
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PremiumDT Q3 FY22 spend: fibre build gets into gear
DT justifies confidence on FTTP capacity ramp-up, delivering more homes passed in Q3 than previous two quarters combined.
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PremiumDT Q2 FY22 Spend: DT displays inflation levers; more up sleeve
Costs stressed as under control, despite pressure.
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Network & InfraUS forces UK hand on Huawei, Germany resists
Reports that tightened US sanctions may be a game changer on Huawei security pave the way for a UK government U-turn on its approach to the vendor. In Germany, leaked DT contract details underline willingness of Huawei to hedge operator risks with stockpiled supplies and financial guarantees.