More Latest Insight – Page 49
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Network & Infrastructure
UK government shutters Huawei oversight committee despite continued presence
Department for Science, Innovation, and Technology states that examination of potential risks within Huawei’s equipment by a committee of NCSC and industry cybersecurity experts has ended, and been replaced with “stronger departmental governance arrangements”.
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Weekly Briefings
Infrawatch Weekly: Netomnia climbs UK altnet table, Poland drives on fibre, UK politicians play it safe
Latest from the digital infra scene in the UK and beyond, including the emergence of a new £1bn challenger in the UK fibre scene, collab-driven network advances in Poland, connectivity promises in the UK General Election; people moves, and plenty more…
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Weekly Briefings
Vodafonewatch Weekly: subcontinental drift continues with Vi equity offer and Indus rumours
Latest from Vodafone and its ecosystem, including an equity proposal to Ericsson and Nokia in India, and news of a potential Indus Towers stake sale to boot as Vodafone continues to ratchet down its presence in the subcontinent. UK merger faces more backlash from rivals; Partner Markets welcomes newcomer; 2Africa subsea cable reaches British shores; plus more from Germany, Ireland, Ethiopia, beyond…
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Eventwatch
DTW24: Steffen Roehn on pioneering the AI-driven telco
Bella Center Copenhagen already heaving with activity ahead of Tuesday grand opening. Keynotes notably now feature once impossible dream of CTOs collaborating on stage. TM Forum’s ever bigger CSP digitalisation and automation tent now also home to hyperscalers as well as founding CIOs. More insights from Steffen…
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Weekly Briefings
Telefónicawatch Weekly: infra strategies boosted in Germany and UK
O2 Germany seeks to reduce site visits for technicians with fresh network analysis tools, while Liberty Global, the Group’s partner on Virgin Media O2 joint venture, analyses M&A possibilities in fixed segment. Read more…
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M&A
UK fibre M&A ‘easy’ (compared to challenges of compatibility, integration, compliance)
Challenger leaders at INCA gathering call out lack of industry standards as key obstacle to more M&A. Integration and migration are costly and complex, making compatibility a consideration for prospective buyers. Compliance also increasingly important in valuations. More positive is XGS-PON embrace, deemed a “damn fine standard for a starting place”, but beware legacy tech. Learn more…
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M&A
Altnets Netomnia-Brsk merging into UK FibreCo unicorn tier
This weekend sees confirmation of top-ten FibreCos combining into top-five integrated challenger with uprated three million footprint target, wholesale differentiation, prep’d for further M&A. Read more, including our updated market overview…
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M&A
BT outlines investment fears as Vodafone−Three merger tips spectrum scales
Operator overwhelmingly backs CMA’s decision to launch in-depth merger investigation and calls for closer attention to be paid to the unprecedented spectrum asymmetry that could follow. Ericsson, altnets, and trade unions also weigh in…
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Financial & Performance
Vi offers equity to Ericsson, Nokia in latest fundraise bid
Equity sale to vendors will take total equity issued in past few months to INR 240bn, putting Vi on track to raise enough funds to pursue 4G/5G rollout aspirations.
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Network & Infrastructure
O2 Germany boosts efficiency agenda with network analysis tools
O2 says in‑house analysis software is eliminating thousands of site visits and improves mobile network availability.
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M&A
América Móvil’s Slim buys into Kirkby’s vision for BT
Interests linked to the Mexican telecoms billionaire have acquired a 3.2% stake in BT, with BT remaining neutral on the development.
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Products & Services
New startup seeks to bring UK telcos into adtech
Industry veteran hopes to drum up UK operator support for a new aggregator platform to bring together ad sales and performance measurement powered by telco data.
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Partnerships & Alliances
Vodafone returns to Azerbaijan with new Partner Markets deal
Group enlists Azerconnect to Partner Markets roster in a return to Azerbaijan after eleven years.
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M&A
Liberty mulls M&A opportunities for Virgin Media O2’s NetCo
Liberty Global CEO Mike Fries still “looking actively” at possible altnet acquisitions, noting potential for VM O2’s planned FibreCo spin-off to serve as a vehicle for consolidation in the UK’s fibre market.
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Innovation (R&D)
DT and TMUS reward AI innovators in latest T-Challenge
A total 300 submissions were made in the fourth edition of the competition, ultimately narrowed down to six winning entries.
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Strategy & Change
BT CEO prioritises scale as asset monetisation talks re-emerge
As BT considers options for BT Global, where scale was never achieved, CEO Allison Kirkby will use the same measure in discussions about potential portfolio changes elsewhere.
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Public Affairs
EU trains regulatory spotlight on e& over CEE expansion plans
European Commission opens probe into UAE‑based operator’s planned PPF transaction amid “alleged subsidies” concerns.
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Strategy & Change
BT’s Mehta hails India’s role as recruitment drive continues
BT’s Chief Digital & Transformation Officer talked up the role of BT’s Indian team in transforming the Group while promoting the business as a place to work. Indian operations may not be immune to looming job cuts and the offloading of Global, however…
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M&A
CaixaBank bids farewell to remaining Telefónica stake
Spanish investment group sheds last slice of operator’s share capital, after gradually reducing its position over last three years.
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Weekly Briefings
BTwatch Weekly: policy in focus as BT execs make the General Election rounds
Latest from BT and its ecosystem, including discussions of a political nature from a handful of senior Group leaders in the build up to the UK’s General Election. The future of TV, planning policy for network expansion, and the need for pro-innovation and investment changes all earned a mention…