More latest insight – Page 34
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Financial & PerformanceQ2 FY25: DT’s new German boss strengthens defence, as altnets amass
Q2 FY25: Second successive quarter of broadband user loss clouds picture around Group’s performance in home market.
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Partnerships & AlliancesDT strengthens Perplexity ties to expand AI Phone capabilities
Operator brings scaleup’s Comet AI browser to Germany for Perplexity Pro subscribers, with support through DT’s ambitious AI Phone devices, advancing the pair’s pre-existing collaboration (and investment)…
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M&ATelefónica ‘green-lit’ for Vodafone Spain feeding-frenzy
Following Zegona’s spectacular 350% financial gains from Vodafone Spain buyout in just 15 months, muscling-up Telefónica has apparently been cleared to bid for assets, signalling a market-shaking break-up that could set a new precedent for European consolidation. Vodafone again left pondering ‘what could have been…’
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Partnerships & AlliancesVirgin Media O2 smartens up fibre rollout with IQGeo and Deepomatic combo
As IQGeo completed an acquisition of Deepomatic earlier this month, Virgin Media O2 emerged as one of the first operators to use their combined geospatial software and computer vision software tools to speed its fibre rollout.
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Financial & PerformanceTelefónica said to prep capital raise to fuel Murtra’s new strategy
€3bn–€4bn funding option just latest suggested manoeuvre to support upcoming reset with its control and industrial strategy backdrop, amidst tight financials, defence and European telecoms consolidator ambitions…
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Strategy & ChangeMásOrange puts energies into new biz in pivotal year for the Spanish JV
Energy, insurance, and security alarm systems are seen as three key growth areas for the JV, with energy a particular field of interest.
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Network & InfraTurkey to hold first 5G spectrum auction
Auction expected this year, raising $2bn+, first services in 2026…
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Products & ServicesOpenAI eyes AI infra services play, taking on hyperscalers
Amidst estimates of a $50bn GPUaaS market accessible to telcos and Europe, and trillions in wider global AI investment, CFO Sarah Friar considers potential of OpenAI challenging hyperscalers from its own data centres, building infra experience, reducing reliance on third-parties, and retaining IP…
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Financial & PerformanceQ2 FY25: DT moves to put more fibre in T-Mobile diet
Deutsche Telekom sees potential for more ‘clean, incremental’ buyouts in American fibre space, to keep growth engine at T-Mobile US stoked. Comments come as T-Mobile ups expectations for FY25 on back of takeover spree, string of new industry tie-ups, and further customer base expansion.
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Partnerships & AlliancesVi strengthens IBM ties with AI Innovation Hub launch
Indian operator to collaborate with longstanding It partner on developing new AI-based solutions. Accelerating time-to-market and giving its operations teams new tools are among Vi’s goals with the new Hub…
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Network & InfraOrange firms up French 2G sunset timeline
Operator plans to retire its 2G network by end of 2026, with Anglet, Bayonne, and Biarritz set to be the first locations for the switch-off next year.
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Strategy & ChangeKenyan gov adds infra to Safaricom separation talks — report
Government reportedly mulling a potential split of Safaricom into three separate businesses, including a dedicated infrastructure unit.
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Partnerships & AlliancesBT expands AWS deal for five more years
The cloud services giant flags the latest strategic agreement with BT as a critical step towards network autonomy.
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M&AT-Mobile US makes next fibre M&A move with US Internet buy
Fresh from completing Lumos and Metronet deals, T-Mobile is closing in on another fibre acquisition that could add 192,000 premises to its small, but growing, footprint.
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Strategy & ChangeMTN to expand digital infra with refreshed strategy
Telco targets expansion of data centres and fibre as it launches new operating model aimed at accelerating growth. Executive Committee reshuffled to support execution of the new strategy…
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Network & InfraGoFibre closes £125m funding round to boost Scottish fibre build
Altnet secures additional financing from the Scottish National Investment Bank and Hamburg Commercial Bank, with aspiration to reach additional Scottish premises while supporting ongoing Project Gigabit build. Read more…
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M&ADigi seeks to regain momentum in Belgium after taking control of local JV
Things have not gone as planned for Digi Belgium in its first six months of operation, but its parent group hopes a recent “simplification” of its management structure (and assumption of majority control of the unit) will put it back on track…
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Analyst BriefingUK Infrawatch analyst briefing: CityFibre upgrade plans, Netomnia wholesale goals, datacentre net zero gains
Latest from the digital infra scene in the UK, including: government support for digitalisation sustainability, CityFibre tackling technology integration, a new UK wholesale platform; a flurry of new senior appointments, and plenty more…
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Products & ServicesUK’s One Touch Switch accelerates to 1.5 million, preps B2B extension
Eleven months in, TOTSCo now switching around 5k broadband consumers daily with more to come, as BT and VM O2 trial new B2B capability, and Netomnia’s Chelot steps down from board…
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Analyst BriefingTelefónicawatch Analyst Briefing: Hispam rollback continues
Telefónica retains a packed M&A agenda as Uruguay exit nears and negotiators progress talks over a sale of stock in new Spanish fibre offshoot. Read more…