More Latest Insight – Page 9
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PeopleUnder pressure KCOM loses CEO
Tim Shaw set to depart after three-year stint, exiting amid reports that Hull incumbent is gearing up for talks over mounting debt as it continues fibre expansion and migration programmes…
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Financial & PerformanceOrange ‘ready to engage’ in M&A talks in France — Heydemann
H1 FY25: Orange remains convinced of need for consolidation in France, although potential sale of SFR remains up in the air ahead of a court decision on Altice France debt restructuring plan.
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Financial & PerformanceGreen shoots now ‘tangible’ as Vodafone Germany shows signs of recovery
Q1 FY25–26: Troubled German OpCo shows early signs of recovery as promised by leadership, but still in decline and customer losses remain a headache. ‘Value over volume’ mantra has a nice ring, but when will it deliver?
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Financial & PerformanceTalkTalk bags £100m in latest financial restructuring
Troubled UK provider raises £100m as part of wider financing deal, reportedly providing short-term relief on debt struggles…
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PeopleTelefónica Peoplewatch: TV and infra resets
The latest strategic and senior changes at Telefónica, including reshuffles at Movistar Plus+ and Telxius and new jobs for recent top exec departures Chema Alonso and Mark Evans…
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Network & InfraVodafone’s German fibre JV plots 2025 commercial launch
OXG Glasfaser wheels in motion ahead of commercial services go-live. Delays and slow rollout pace have raised questions, but Vodafone CEO Margherita Della Valle says JV is now in “catchup mode”…
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Public AffairsDouble take: EU probes KKR over TIM fixed NetCo buyout
EC investigation raises new questions about controversial €22bn takeover of Italian fixed infrastructure assets, with wholesale agreements central to concerns…
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Financial & PerformanceT-Mobile lifts guidance as buyouts and tie-ups unlock fresh growth channels
NatCo ups expectations for FY25 after delivering “best ever” Q2 for customer adds, beginning to digest two fibre acquisitions, readying closure of US Cellular deal, lining up B2B MVNO play with cablecos Charter and Comcast, and finally launching Starlink-backed T-Satellite offering….
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M&AMásOrange, Vodafone Spain reach final stages of fibre JV stake sale — report
Deal to offload stake in €8bn Surf fibreco said to be imminent, helping clarify MásOrange value ahead of potential 2026 IPO, as well as demonstrating massive 18-month value accretion at Zegona…
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M&AVodafone open to bolt-on M&A to boost sovereign data capabilities
Group CEO Margherita Della Valle rules out major market changing moves, but opens door to acquisitive tuck-ins…
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Financial & PerformanceQ1 FY25–26: Openreach fibre machine keeps rolling
Access services business keeping up its relentless build pace, while connections are soaring. UK fibre’s pre-eminent multi-tasker shows build can be accelerated alongside strong take-up, but broadband losses continue to mount in the meantime…
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B2BTelefónica Tech takes Perplexity into Spanish B2B
Building on Telefónica’s Perplexity offering for consumers, Telefónica Tech has teamed with ‘$18bn’ AI search scaleup to provide its enterprise software version to B2B customers in Spain.
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PeopleBT poaches VM O2 finance chief as Lowth’s exit confirmed
Patricia Cobian, CFO at Virgin Media O2, is to join rival BT next year, with current CFO Simon Lowth set to retire. BT CEO Allison Kirkby said Cobian brings “invaluable” experience that will help drive BT’s transformation and strategy…
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InterviewInterview: Chief Trust Officer on Orange Business’ ‘gold’ standard for secure cloud services
Orange’s B2B unit has beaten its Bleu cloud JV to the punch by obtaining France’s SecNumCloud 3.2 qualification for an IaaS offering. The Group is now one of nine providers in France to have obtained this trusted cloud security visa.
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Suppliers & SCMVodacom Tanzania swaps Nokia for Huawei in RAN overhaul
Parent Group’s CEO Shameel Joosub says “much more attractive offer” from Huawei led to initiation of a major RAN rip-and-replace project.
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Financial & PerformanceGrain snags £225m funding as Equitix recommits
Nearly half a billion pounds in total funding now unlocked to fuel one of the UK’s largest and most intriguing low-cost fibre builds, with Equitix re-upping investment alongside bigger funders…
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Analyst BriefingsBTwatch Analyst Briefing: regulatory give and take
Latest from BT as the group benefits from spectrum licence fee savings, but warns of potential competitive damage if TAR changes go through as proposed; Simon Lowth reportedly on his way out; 5G SA rollout updates…
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Network & Infra‘Being Level 4’: Telefónica CTIO eyes 2030 hyper-automation goal
Deep dive: Tech boss Andrea Folgueiras indicates Telefónica has now got several high-level autonomous networking projects up and running, delivering tangible business impact. But autonomy has still only been achieved in pockets, and the operator remains in the early stages of a transformation journey targeting near-full Level 4 status by 2030…
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Network & InfraSatellite sovereignty: Europe moves to get IRIS2 in gear
In depth: European authorities have begun selecting partners to deliver flagship satellite comms project IRIS2, and, in doing so, enable a wide-range of next-gen secure services for member states’ public bodies. But will scale of ambition bring overstretch on complexity and hubris?
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Public AffairsCNMC ruling ignites spat over Telefónica wholesale price hike
CNMC’s attempt to recalibrate duct access pricing under MARCo regulation has triggered outrage across Spain’s telecoms sector…