More Latest Insight – Page 20
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Strategy & ChangeCellnex puts real estate asset sale plan ‘on hold’
European tower group wants to keep full ownership of its new land management business, highlighting its financial and strategic importance when it comes to controlling real estate cost and protecting against sharp practice by third-party aggregators.
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Weekly BriefingsVodafonewatch Weekly: CEO claims ‘real progress’ in mixed Q1
Latest from Vodafone and its network of interests, including in-depth analysis of the Group’s Q1 results. In Germany, MDU law changes a major headache, but red tape cutting in Germany may support affiliate Vantage Towers, and 1&1 roaming only months away. Plus plenty more across the footprint…
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Financial & PerformanceINWIT expects Italian consolidation to unlock 5G spend
INWIT sees brighter future for mobile operator infra investment in Italy after dust settles on M&A activity as the TowerCo reported “resilient” Q2 results.
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Financial & PerformanceT-Mobile has ‘little appetite’ for further fibre deals, for now
CEO Mike Sievert says T‑Mobile remains open minded but indicates that there are no current plans to bulk up fibre diet.
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M&ATelefónica heads for Colombian exit with Millicom deal
Group set to further reduce its presence in Latin America with sale of stake in Colombian operating business to Millicom.
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M&AVodafone Spain partners Telefónica on second FibreCo in two weeks
Telefónica España and Vodafone Spain to create joint FibreCo with a 3.5 million premises footprint, as Telefónica shores up wholesale revenue and Vodafone continues infra retreat.
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Network & InfrastructureVodafone Global NOC goes cloud-native, readying for GenAI
Vodafone’s network transformation team herald leap forward in the journey to zero touch Global NOC automation, working with Celfocus and Google to take the operator’s CIAS solution into the cloud and open up opportunities for GenAI and upskilling. Read more…
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Financial & PerformanceProsegur backs Telefónica security JV as it passes 500k subs
Spanish operator’s home security partner talks up the value of their joint venture, and wider connected-alarms business, despite ongoing profit drain of commercial spend to fuel user base expansion.
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Financial & PerformanceBT Q1 FY25 Highlights: Kirkby claims solid start despite performance wobbles
CEO Allison Kirkby assures of a ‘solid’ start to the FY, but trouble at Business and Consumer suggest challenge ahead.
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Financial & PerformanceBT Q1 FY25 In-depth: adjusting to changing competitive landscape
Group revenue falls as competition proves fierce and challengers pinch subscribers. The usual trouble at Business, new headaches at Consumer, and reliable performer Openreach presents questions of its own…
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Financial & PerformanceBT Q1 FY25 Spend: more to do as headcount cull pays off
Cost transformation on track but with plenty still to come.
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Financial & PerformanceBT Q1 FY25 Guidance: on track despite Consumer fumble
Performance as broadly expected, and more challenge to come.
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Partnerships & AlliancesMore the merrier: Vodafone and VM O2 add Cellnex to infra-sharing refresh
Freshly renewed infrastructure buddies agree “long-term” deal to access InfraCo’s UK passive tower assets and services. Deal aimed at driving efficiencies, enabling future network scaling. Latest move in Cellnex’s regional consolidation future-proofing…
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Network & InfrastructureGerman law to accelerate network rollout receives muted response
Draft TK‑NABEG act moves to next stage, with telecom networks elevated to status of “overriding public interest”.
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Network & InfrastructureBT lands 5G role in UK film and tech scheme
BT wins million-pound deal to provide 5G private network to support national labs for virtual production R&D.
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PeopleEx-BT CEO Philip Jansen named WPP chair
Advertising giant WPP appoints Jansen to Non-Exec Chair role, amidst rumours of Rentokil buyout…
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Financial & PerformanceVodafone 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 & PerformanceVodafone 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 & PerformanceVodafone Q1 FY25 Spend: cash ploughed into CX, B2B
Q1 FY24–25: customer experience, brand, and B2B investment begins.
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Financial & PerformanceVodafone 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.