More Latest Insight – Page 28
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M&A
Millicom ‘nearing’ firm deal with Telefónica on Colombian buyout
Telefónica and Millicom said to be within weeks of firming up a formal agreement on consolidation of their Colombian businesses, preparing the way for Telefónica to exit the market. Movement also being seen on parallel effort to secure antitrust approval for transaction, and proposed buyout of government minority holding in Telefónica Colombia.
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Network & Infra
Vodafone, SpaceMobile to create European SatCo JV
Pair unveil plans to launch co-owned satellite services joint venture, with Vodafone locked in as SpaceMobile’s European partner of choice.
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M&A
Digi, Vodafone close in on Telekom Romania mobile takeover approvals
Digi CEO Serghei Bulgac says regulators are looking at complex acquisition proposal, with feedback expected in the “coming weeks”.
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Operations
25 years in the making: Celfocus primed for telco AI era
As Celfocus marks 25 years of bridging telco and tech, CEO Álvaro José Ferreira shares insights on AI’s transformative wave, including how the EMEA systems integrator empowers SPs through data-driven innovation, automation, and strategic partnerships with hyperscalers like AWS and Google.
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Suppliers & SCM
T-Mobile seeks better ops visibility with shift to new ERP
US operator is making preparations for migration to a new ERP solution, designed to improve and speed up internal reporting.
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Analyst Briefings
Vodafonewatch Weekly: change afoot across the investments portfolio
Latest from Vodafone and across its footprint, including: potential for change in Germany fibre JV ownership; Liberty on the lookout for shared services partners; TPG Telecom enters new era; Vodacom initiates headcount cull in South Africa; more…
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Network & Infra
INWIT bags €350m from EU to build out wireless infra estate
European Investment Bank gives Italy’s largest TowerCo a second funding boost for 5G and FWA rollout, with goal of improving coverage in rural regions and areas with heavy data usage. Read more…
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Financial & Performance
TPG enters ‘new phase’ as CEO actions strategic reset
Australian operator’s network sharing deal with Optus gives management optimism for FY25, as previous FY’s work lays a foundation for mobile market share growth.
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Network & Infra
Vivo eyes windfall by ditching copper assets
Brazilian telco seeks a commercial, operational, and financial win by extracting and selling its legacy copper network.
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Strategy & Change
New Telefónica boss plots strategy shift amid European ‘winds of change’
Strategic review to consider implications of “drastic changes” ahead in Europe, says new Group Executive Chairman Marc Murtra.
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Financial & Performance
Cellnex ‘assessing’ further asset slim-down
European tower giant undertaking in-country review of portfolio to pick out further opportunities to rationalise. Selective strategic acquisitions remain on cards, once Irish sale completes …
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Products & Services
BT braced for 5G ‘reawakening’ as mature use-cases emerge
BT Business Chief Commercial Officer Kerry Small expects a “coming second wave” of 5G for enterprise as PoCs evolve into scalable products.
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Financial & Performance
Telefónica Tech on a growth tear as reorg pays off
Telefónica Tech revenue surpassed €2bn in FY24 and the B2B services unit could be further bolstered through M&A following Group strategy review this year.
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Network & Infra
DT’s wireless infra masterplan progresses in Greece
Greek incumbent OTE flags board approval for creation of new TowerCo, following review.
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Strategy & Change
UK FibreCo Netomnia mobile bolt-on to drive take-up
Top-three fibre challenger targeting inertial BT/EE customer base with segment-first addition of mobile bolt-on. Maverick CEO Jeremy Chelot seeking to break through customer acquisition ceiling, drive up ARPU and retention, chase down Openreach…
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Analyst Reports
Vodafonewatch Report #234 - February 2025
Key stories include: Q3: Della Valle confident of turnaround to come | Vi builds momentum | Dismal Germany presents more headaches | Turkey: innovation poster child | Egyptian star rises
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Analyst Reports
BTwatch Report #362 - February 2025
Key stories include: Kirkby: ’wait and see’ after mixed Q3 | Innovation, incubation reset | Business overhaul rolls on | Irish B2B sale signed | Openreach line loss headaches
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Analyst Reports
Deutsche Telekomwatch #142 - February 2025
Key stories include: Two more years for Chief Exec | Leaders swapped for API push | T.Capital funds raise voice | German spectrum spat hots up | T-Mobile mulls fixed satcomms
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People
stc’s CEO joins Telefónica board as new shareholders reset pecking order
Long-anticipated boardroom rejig sees stc boss Olayan Alwetaid confirmed as telco’s representative in Spain, following recent stake increase — but Spanish government expand its influence over decision-making in parallel.
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Network & Infra
O2 Germany gives voice to network cloud with Mavenir IMS
Latest chapter in now strategically-prioritised migration of network into the cloud sees modernisation of existing virtualised IMS solution for all of brownfield pathfinder’s voice services. Director of Networks’ Matthias Sauder envisions “new routes to value” for operator and customers…