More Latest Insight – Page 6
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Enterprise (B2B)Bullish Orange takes GenAI by its B2B horns
Orange Business exec Usman Javaid is hoping for double-digit revenue growth from GenAI after the operator reported €200m in value creation from the technology in FY24.
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Network & InfrastructureT-Mobile US fires up fibre broadband offers
US fibre investment strategy takes shape as T-Mobile officially launches its own fibre broadband offers after the acquisition of Lumos and pending Metronet transaction.
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M&ADTCP’s GreenScale enters the Nordics with Norwegian data centre buy
DC operator investing €2.5bn and furthering long-term ambitions to build up 1GW of capacity in Europe…
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Financial & PerformanceVodafone FY24–25 guidance: group ‘insulated’ against macro aggro
Management talks up group’s ability to defend against the worst of FY25−26’s geopolitical turmoil, with supply chains and cash flow protected from ‘economic volatility’…
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Financial & PerformanceVodafone FY24–25 spend: investment on the rise
Capex jumps 8% after a drop-off, with network investment among the priorities. Troubled German OpCo maintained spend despite losing €1bn from earnings in two years…
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Financial & PerformanceVodafone FY24–25 in-depth: another challenging year en route to German revival
CEO Margherita Della Valle emphasises the various ‘transitions’ Vodafone has navigated over the past two years, putting mixed financials in perspective…
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Weekly BriefingsBTwatch Weekly: chops and changes in CEO Kirkby’s first year
Latest from BT as the group reports on FY24–25, with CEO Allison Kirkby talking up progress made since she was appointed. Business has been restructured; more investment pledged to Openreach fibre build; and Consumer’s short-lived one-brand strategy has been uprooted…
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Financial & PerformanceTalkTalk late to pay broadband suppliers amidst financial woes — report
TalkTalk has reportedly missed several deadlines for payments to key broadband suppliers such as Openreach and CityFibre, in latest sign of struggle from the debt-burdened UK telco…
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Network & InfrastructureEurope’s edge ambitions: IPCEI CIS pump-priming AI, cloud sovereignty at regional scale
In depth: As the EU intensifies efforts to foster sovereign, multi-provider edge cloud, IPCEI CIS emerges as a cornerstone for regional AI and digital infra via 8ra initiative with around €8bn of public-private investment. Including insights from Orange, DT, other industry leaders…
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M&AEutelsat ‘in talks’ over €1.5bn fundraise to fuel LEO expansion
Satellite operator reportedly in discussions with existing investors, including the French and UK governments, to raise €1.5bn in funding, as it seeks to expand European-originated LEO space infrastructure …
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Financial & PerformanceCityFibre ups the ante with 5Gbps fibre launch
New 5.5Gbps offering to be available across national footprint once XGS‑PON upgrade completed. While notably differentiating in the UK, 5G-10G services increasingly available elsewhere in Europe, and at low cost…
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Public AffairsUK calls on Navy to protect subsea critical infrastructure
UK government wants military to take a bigger role in protecting critical national infrastructure, especially subsea cables, as part of new defence strategy that encourages deeper public-private cooperation for national resilience.
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PeopleVodacom hands Egypt CEO a remit to scale African portfolio, drive strategy
Vodafone Egypt CEO Mohamed Abdallah adds International Markets to his remit in a move intended to ‘unify’ cross-border operations.
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Financial & PerformanceQ1 FY25: Broadband glitch prompts DT to step up its tech game
Q1 FY25: DT results backdropped by rare reversal on German broadband user trends and signs of increased competitive pressure elsewhere in group’s footprint, adding to buildup of market and macro uncertainty amid management and stakeholders.
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Financial & PerformanceDT Q1 FY25 Headlines: solidity amid volatility
Q1 FY25: Group reports increased revenue, earnings, and cash flow as all four major divisions deliver on growth mandate.
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Financial & PerformanceDT Q1 FY25 Spend: more AIs in pipeline as DT ramps digital diet
Q1 FY25: Leadership stresses need to up delivery of cost-focused tech initiatives as commercial growth becomes harder to come by, and DT’s investment requirements remain.
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Financial & PerformanceDT Q1 FY25 Guidance: €20bn barrier to break
Q1 FY25: Despite murky macro outlook, DT reaffirms expectations of jumps in revenue, earnings, and cash flow during FY25, and beyond.
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M&AVodafone, Three complete UK merger to create ‘multi-dimensional’ mobile leader
Combination creates new UK mobile top dog with more than 27 million subscribers. Vodafone’s Margherita Della Valle has declared her European reshaping programme as ‘complete’ as the Group locks in VodafoneThree’s financial plans…
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Weekly BriefingsUK Infrawatch Briefing: APFN’s new platform, Avanti’s court win, Netomnia grows backbone
Latest from the digital infra scene in the UK, including: wholesale aggregation gathers pace; rural coverage ups and downs; Netomnia’s core capacity expansion; and plenty more…
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Venturing & InvestmentsSafaricom preps $500m investment into African ‘AI infra’
Kenyan operator commits to three-year development of AI infrastructure in East Africa, seeking to tap into rising demand for ‘sovereign’ services…