More from Germany – Page 14
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Weekly Briefings
Telefónicawatch Weekly: Spain continues stakebuilding; Group gets bogged down with brand legals
Spanish government brings itself level with CriteriaCaixa as Telefónica’s largest shareholder, increasing stake (through SEPI) to 5%. Elsewhere, Group gets to working through ‘huge’ DT brand dispute file dump; Virgin Media O2 taps Starlink for rural connectivity boost; Group seeks to keep closer watch on AI impact…
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Venturing & Investments
DTCP closes second Infra fund, hints at a third
Report suggests that DIV II fund fell €40m short of its €1.6bn target.
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Marketing
‘Huge’ file dump prompts another delay in DT-Telefónica logo dispute
Spanish operator wins more time to present its case in branding dispute, citing the burden of sifting through an “astonishing” volume of evidence submitted by opponent Deutsche Telekom.
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Weekly Briefings
Telefónicawatch Weekly: Shareholder dance continues with growing Spanish flavour; O2 presses on with 5G experiments
Spanish banking foundation pops up as Telefónica top shareholder, as Spanish government seperately said to be seeking spot on board as it builds its own national interest stake. Elsewhere: O2 gets 5G projects on the move; refinancing in Peru; VM O2 resumes digital landline project…
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Weekly Briefings
Vodafonewatch Weekly: M&A success in Africa; funding milestone in India; Microsoft getting AI-cosy in Paddington
Latest from Vodafone and its ecosystem, including: long-awaited acquisition in Tanzania that looks to be good business for Vodacom; initial answer to funding questions at Vi via Vodafone partner ABG; developments across the Group’s European operations; and more…
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Network & Infrastructure
Deutsche Telekom boss decries 1&1 5G network as ‘huge white spot’
Timotheus Höttges takes another swipe at rival during AGM speech.
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Financial & Performance
Ten years into mission, Höttges’ DT is on cruise
FY23: Deutsche Telekom keeps growth going in landmark — but largely business-as-usual — twelve months for its long-serving CEO.
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Financial & Performance
Deutsche Telekom FY23 highlights: momentum maintained
Strong, broad-based commercial performance sees DT meet all major financial targets for FY23. Group is no longer a one-trick, T-Mobile pony. Read more…
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Financial & Performance
Deutsche Telekom FY23 spend: unfinished business on cost control
FY23 session sees ongoing evidence of Group leadership qualms in the area of cost control, amid macro and regulatory uncertainties. Read more…
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Financial & Performance
Deutsche Telekom FY23 guidance: cash flow becoming a deluge
More jumps expected in revenue, earnings, and cash flow expected in FY24.
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Network & Infrastructure
O2 Germany, Mainova get stuck in with 5G ‘smart pole’ rollout
Operator integrates small cell into existing street lighting infrastructure as part of collaboration with Mainova and 5G-Synergiewerk. Rollout forms part of broader mobile network densification strategy, as O2 seeks to attract fresh users to its network.
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Network & Infrastructure
O2 Germany completes 5G reduced capacity trial; foresees IoT, B2B uplift, alt-4G
Operator tests RedCap terminal modules for first time in Munich, with CTIO Mallik Rao saying 4G alternative tech holds potential to “bring new momentum” to IoT sector. As O2 shows keen interest in B2B, cost reduction, efficiency possibilities. Read more…
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Weekly Briefings
Vodafonewatch Weekly: Phones 4u legal battle reignite, satcomms remain grounded, enforced M-PESA spin-out hits tax challenge
Latest from Vodafone and its partners, including revived legal wranglings in the UK over Phones 4u collusions claims, Vodafone-backed SpaceMobile still struggling to launch, Safaricom $0.5bn+ tax exposure complicating state-enforced divestment of M-PESA jewel. Plus much more…
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Weekly Briefings
Telefónicawatch Weekly: Spanish state commences stake-build, German tower build amidst fibre woes, satellite hooha
Spain national interest card in play in strategic shareholder rejig reshuffle. Mobile network expansion in Germany, as fibre sector doubt viability of government’s long-term fibre deployment targets. Read more…
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Weekly Briefings
Infrawatch Weekly: sharpened focus for emerging TowerCos, bumps on path to UK fibre consolidation, 6G in space
Latest from the digital infra scene in the UK and beyond, including TowerCos IHS and Helios embracing core-strengthening exercises; Netomnia’s predictions for a likely ceiling on market penetration for altnets; and the beginning of the next rules update for the UK’s fibre landscape. Plenty more…
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Weekly Briefings
Vodafonewatch Weekly: Germany goes into cost-cutting mode, while shareholder Xavier Niel grumbles about Group strategy
Lots of action in Germany this week as Vodafone announced 2,000 job cuts and new efficiency programme and fibre altnets argued the practical and competitive hurdles holding back gigabit broadband deployments. Read the full briefing…
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Operations
Vodafone Germany to axe 2,000 jobs in €400m cost-cutting drive
Vodafone Germany embarks on a cost-cutting journey with job cuts and investments going elsewhere.
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Public Affairs
Germany’s fibre players question viability of Gigabit Strategy goals
Amidst the jostling at FTTH Conference in Berlin, altnets and incumbent Deutsche Glasfaser, GigaNetz and Telekom raise doubts that ‘fibre everywhere’ can be achieved by 2030, more upbeat on demand. Read more…
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Weekly Briefings
Telefónicawatch Weekly: Group wants bigger ownership (but smaller rights bill) in Germany
Group launches bid to take O2 Germany private, while local CTIO calls for renewal of soon-to-expire spectrum licences, rather than reauctioning. Telefónica makes finance-focused management changes across several functions. Telefónica, O2 UK to shell out £7m after judge admonished legal defence in Phones 4u legal case. Elsewhere: Telefónica Tech ...
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People
Telefónica Peoplewatch: tech leadership changes in TV, fixed, and Peru
March 2024 update: new CFO at newly merged digital innovatio unit, directors appointed to aid digitalisation efforts, nexfibre and Telxius gain key appointments, communications leadership at O2 Germany overhauled, ex-O2 Germany CEO joins board at IT service provider…