More from Germany – Page 15
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Financial & Performance
Vodafone Q1 FY25 Highlights: ‘relentless’ Group sees light at end of tunnel
Q1 FY24–25: Vodafone in midst of Germany tempest but all accounted for by upbeat management.
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Financial & Performance
Vodafone Q1 FY25 In-depth: Germany in eye of storm, drags down Europe
Q1 FY24–25: Vodafone Germany dominates earnings call with again enlarged contribution to Group performance.
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Financial & Performance
Vodafone Q1 FY25 Spend: cash ploughed into CX, B2B
Q1 FY24–25: customer experience, brand, and B2B investment begins.
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Financial & Performance
Vodafone Q1 FY25 Guidance: ahead for now, but will fall back in line
Full-year outlook reconfirmed, with Q2 and Q3 ease-off set to bring Group back in line with expectations.
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Network & Infra
Vodafone confident as giant 1&1 migration nears
Group execs indicate preparations are going smoothly for absorption of several million end-users from rival 1&1, following 2023 deal, and that delivery timeframe remains feasible.
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Partnerships & Alliances
O2 Germany seeks fibre customer boost with DT access deal
Operators update fibre access agreement as O2 seeks to benefit from quicker customer connections.
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M&A
Vodafone takes another billion from Vantage kitty
Deleveraging-focused Group sells a third stake in tower business to partners KKR and GIP, raising €1.3bn.
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Analyst Briefings
Deutsche Telekomwatch Weekly: once-reticent Europe NatCos now embrace tower spinouts
Magyar Telekom becomes latest DT business to re-consider approach to wireless infra management, and take closer look at cost-benefit match-up of tower portfolio separation.
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Analyst Briefings
Telefónicawatch Weekly: Group furthers network-sharing ambitions with Digi Spain
Operator finalises national roaming and mobile network-sharing deal with Digi Spain. Separately, in mobile segment, O2 Germany agrees removal of China-made hardware from German mobile network.
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People
Telefónica Peoplewatch: C-level shake-up at UK and LatAm ventures
TEASER: Roundup of 25+ notable people moves across Telefónica globally, including: new finance chief at Tesco Mobile; CEO in place at new Brazilian energy JV; and C-Suite updates at ON*NET Fibra Colombia. Read more…
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Analyst Briefings
Vodafonewatch Weekly: geopolitics forcing change in procurement and networks strategy
Latest from Vodafone and its ecosystem as geopolitical tensions and a shift towards a post-globalisation economy make mark on procurement and networks strategy across the Group. Also: Portuguese M&A shot down; CTO seeks commercial tension among hyperscaler partners; and technical trials with various partners show benefits for 5G rollout in Europe…
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Network & Infra
Germany reaches deal with operators to phase out Huawei and ZTE
Deutsche Telekom and Vodafone Germany signal relief that the end is in sight to a politically sensitive and protracted affair.
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Analyst Briefings
Telefónicawatch Weekly: UK mobile coverage expanded with net-sharing, rural rollout
Virgin Media O2 extends network-sharing deal with Vodafone UK, and meets first-phase Shared Rural Network coverage commitments.
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Analyst Briefings
Vodafonewatch Weekly: UK merger takes another twist; AI making ‘fundamental’ change
Latest from Vodafone and its ecosystem, including AI-led change affecting the entire industry; UK deal-making to appease merger detractors; spectrum wins in non-core markets; and more from satcomms, ESG startups, and South Africa’s High Court…
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Analyst Briefings
Deutsche Telekomwatch Weekly: Group calls in the B2B backup in Germany
Telekom Deutschland continues efforts to inject some go-to-market oomph in broadband and B2B, with new marque and products.
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B2B
Telekom Deutschland distills B2B identity down to a ‘T’
T-Business is launched in Germany as TDE releases a new set of Glasfaser-branded broadband plans for German businesses.
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Venturing & Investments
DTCP joins Porsche to steer into mobility tech
Deutsche Telekom said to again act as anchor as affiliated investment group closes a third growth fund and sets up a mobility venturing vehicle with Porsche.
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Analyst Briefings
Vodafonewatch Weekly: transforming CTOs call for telco-vendor relationship rework
Latest from Vodafone and its network of partners and interests, including: CTO Scott Petty joins peers to call for telco-vendor relationship rethink; a TowerCo stake sell-down as Vodafone looks to cut Vi debts; and executive newcomers at Vodafone Business…
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Network & Infra
Telekom Deutschland flags more fibre gains in May
Deutsche Telekom’s home market NatCo continues typical buildup of roll out pace throughout year, following winter lull.
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Products & Services
Telefónica injects automation into network slicing strategy
DTW24 – Ignite: Group seeks to implement automated network slicing across its core markets to bring in new enterprise customers, drive revenue growth, and expose network functions to developers.