More from Germany – Page 12
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Suppliers & SCMFinal hearing on DT’s €80m outsourcing dispute tabled for July
ISS, DT’s facilities management supplier in Germany, updates on long-running disagreement centring on major, long-term deal gained with operator in late-2010s. Danish outsourcer caveats cash flow forecast for FY25 amid uncertainty over proceedings’ outcome. Final arbitration hearing now tabled for July.
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Strategy & ChangeEuro data centres: infra crunch driving investors to new tier of hub cities — report
Consultancy Eight Advisory highlights rise of emerging challengers to Europe’s dominant ‘FLAP-D’ metros, aided by greater availability of power, land, and labour resource elsewhere. Learn more…
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Suppliers & SCMT-Mobile US grabs Red Hat for telco cloud journey
Operator adopts vendor’s OpenShift Platform Plus solution as foundation for core and edge infrastructure revamp.
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Network & InfraDT’s fibre build pace picks up after 2024 crash
Operator reports “strong” rollout result in January, comfortably beating homes passed numbers from previous years, but FTTH build still hampered by planning hurdles, inflation, and focus shift…
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Network & InfraRAN optimiser brown-iposs takes on UX automation challenge
In the age of real-time expectations, the Bonn, Germany-based specialist is removing significant friction from operational data delay and privacy compliance for RAN automation. Discover how the AI-enhanced CARAT solution employs digital twinning to accelerate fault resolution, assisting operators with critical challenges of user experience, multi-vendor complexity and lock-in…
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Analyst BriefingDeutsche Telekomwatch Briefing: political tremors and quake alerts
As one part of DT flags experiments with fibre-based earthquake monitoring, ructions of a different kind will be on the minds of Group leadership as elections loom and geopolitical heat rises. Read more…
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PeoplewatchVodafone Peoplewatch: top-table refresh at Group and across Europe
30+ senior and strategic changes including a new Investments & Strategy lead; UK exec refresh; more in the Germany ExCo overhaul; a move from Vodafone to shareholder e&; and a data centre swap in Turkey…
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PeoplewatchDT switches telco API leadership as Aduna advances
Deutsche Telekom appoints Dr. Chathurangi Wickramasinghe as new API supremo, replacing Peter Arbitter, who has transferred to Aduna, the telco API joint venture he has helped set up. Arbitter takes on responsibility for getting Aduna’s commercial plans up and running amid level of scepticism over the initiative’s likely market impact.
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Analyst BriefingVodafonewatch Weekly Q3 special: German woe distracts from bright sparks in Europe, Africa
Latest from Vodafone as Q3 earnings are digested, leaving investors with a sour taste but management still hungry (and expectant) for a turnaround in the near future. Major executive changes in UK and Investments; MOCN shared network deal goes live in Oz; massive capex uptick in India; strategic deals signed with Mobily, Advantage; more…
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Network & InfraGerman spectrum fracas latest: regulator urged to revise rules
A new twist has emerged in Germany’s ongoing spectrum saga as the Federal Cartel Office criticises the telecoms regulator’s plans for licence extensions this year, leaving mobile operators in doubt about the shape of their future spectrum holdings.
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Financial & PerformanceQ3 FY24–25: de-bloated Vodafone still struggling for buoyancy
Q3 FY24–25: Patience on Vodafone’s turnaround prospects shown to be wearing thin after German shortcomings prove too much, and management attempts to promote good news from elsewhere fall flat. Although there are positives, there is plenty of work to be done by Margherita Della Valle to keep the markets on-side in the interim…
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Financial & PerformanceQ3 FY24–25 Spend: Vodafone to hold the line as foundations laid for future returns
Q3 FY24–25: Prior year investment beginning to pay off, if management is believed, but mammoth task remains in the Group’s largest market. CFO Luka Mucic satisfied with capital allocation and intensity, without getting carried away…
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Financial & PerformanceVodafone Q3 In-depth: Germany takes shine off comparatively bright quarter
Q3 FY24–25: Shoddy numbers of Vodafone Germany drag down Group performance, but good work in rest of Europe and Africa provides some distracting positivity.
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Analyst BriefingTelefónicawatch Briefing: Saudis get keys to the boardroom
Another busy and engaging week at Telefónica as new CEO Murtra heads off on a world tour, new stakeholder stc firms up an expanded and now-strategic stake in the operator, and Telefónica Tech builds out its portfolio in cybersecurity and GenAI. Read more…
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Analyst BriefingDeutsche Telekomwatch Briefing: T-Mobile’s looking up
Un-Carrier continues to build out its growth platform as it reports FY24 figures, mooting a wider play in satcomms and assuring over the strength of its prepaid business. Read more…
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Financial & PerformanceVodafone’s German problems take root as OpCo flounders
Q3 FY24–25: insipid performance of largest OpCo overshadows promise elsewhere, spooking investors, with forced cable TV unbundling only part of mushrooming problems. There is light at the end, if management is believed, but tunnel keeps getting longer…
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Analyst BriefingVodafonewatch Weekly: all change in Europe
Latest from Vodafone and its interests, including major satcomms advancement; more senior changes at European OpCos; work ethic advocacy in Germany; more…
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Analyst BriefingTelefónicawatch Briefing: decoding the drama
As José María Álvarez-Pallete’s near-nine year leadership comes to an unexpected and abrupt end, we look at the implications for the Group’s domestic and international businesses. Read more…
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Analyst BriefingOrangewatch Weekly: Signs of MásOrange’s masterplan emerge
MásOrange is reportedly juggling a number of projects as it explores ways to drive growth and reduce debt, with the aim of turning itself into an investment-grade operation in the eyes of Standard & Poor’s.
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Analyst BriefingDeutsche Telekomwatch Briefing: CEO gets back in the Hött seat
DT’s Board gets a major agenda item for 2025 sorted, tieing down the operator’s long-serving Chief Executive to a ‘continuity’-delivering contract extension. In parallel move, Germany boss Srini Gopalan is to head over to T-Mobile US to lead operations overhaul. Read more…