More Latest Insight – Page 32
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Partnerships & AlliancesTelco API venture builds out channel with Sinch tie-up
Strategic partnership with Swedish CPaaS specialist Sinch aimed at expanding reach and developer relations for Aduna, the (still pending) Ericsson-led network API joint venture that includes some of the largest telecoms operators.
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M&ABT kicks off talks to exit TNT Sports venture — report
Group reportedly at early stages of discussions to offload 50% stake in venture to Warner Bros. Discovery. Move previously hinted at by BT chief Allison Kirkby, as part of strategy to remove non-core distractions from the operator…
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PeopleTelefónica’s network ops boss to lead Vodafone fibre JV
Spanish operators put more pieces in place for 3.6 million premises fibre venture, naming a CEO and unveiling its branding. Regulatory approval and third-party investor outreach also seen as progressing, ahead of mid-2025 target. Read more…
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Partnerships & AlliancesVodafone scales IoT ambitions with Saudi Arabia’s Mobily
Vodafone Business IoT continues effort to drive international growth with Middle Eastern deal, tapping e& links. Move drives unit towards goal of reaching new markets with IoT as it closes in on 200 million devices connected…
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Analyst BriefingsUK Infrawatch Weekly: UK satellite taking off; Equitix bailing on Gigaclear?
Latest from the digital infra scene in the UK, including the latest on public sector network investment; a rapidly developing SatComms scene; signs of Equitix edging away from Gigaclear, and plenty more…
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Analyst BriefingsTelefónicawatch Briefing: Saudis get keys to the boardroom
Another busy and engaging week at Telefónica as new CEO Murtra heads off on a world tour, new stakeholder stc firms up an expanded and now-strategic stake in the operator, and Telefónica Tech builds out its portfolio in cybersecurity and GenAI. Read more…
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PeopleVodafone brings in Proximus boss to lead Investments & Strategy as Timuray exits
Serpil Timuray exits after a year leading Vodafone Investments, with Guillaume Boutin appointed her successor.
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Analyst BriefingsDeutsche Telekomwatch Briefing: T-Mobile’s looking up
Un-Carrier continues to build out its growth platform as it reports FY24 figures, mooting a wider play in satcomms and assuring over the strength of its prepaid business. Read more…
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Financial & PerformanceBeyond mobile: Vodacom invests in non-core services as a major driver of growth
Q3 FY24–25: Operator on track for ‘beyond mobile’ to contribute a quarter of Group service revenue as it advances a ‘dual-sided’ financial services ecosystem. Vodapay and M-PESA continue to play central role in Vodafamily growth, but newest market Ethiopia not yet pulling its weight…
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Strategy & Changestc secures stake (and strategic say) at Telefónica
Saudi operator increases its holding in Spanish operator to just below 10%, following government approval for controversial move in November. Share buy to be accompanied by a Board of Directors seat, confirming stc’s position of influence over Telefónica, alongside Spanish government, as Group changes complexion. Read more…
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Analyst ReportsTelefónicawatch Report #190 - February 2025
Key stories include: JMAP era comes to abrupt halt | Telco API business christened | Airwave uncertainty in Germany | Spain’s Big 3 take a (price) hike | Exit talk reaches Argentina, Peru
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Innovation (R&D)BT to create unified innovation function as Division X, Etc. combine
Group seeks to “sharpen” connectivity focus and meet evolving customer needs with new innovation team, under the watch of Tom Meakin’s Strategy & Change team. Longstanding Etc. chief Tom Guy leaves the Group, while Business’s Division X joins forces with the ‘startup from within’…
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Analyst BriefingsEMEA Infrawatch Briefing: SatCos explore new options; subsea revamps
Spain’s Indra eyes bigger role in European satellite picture, while Eutelsat moves to bring space connectivity to Nigeria and (reportedly) Egypt. Meanwhile, fibre players have struck fresh deals in Ireland and Spain, while others consider if further buys are immediately necessary…
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M&ATelefónica seeks to win regulatory nod for Colombia exit
Telefónica and Millicom have asked Colombia’s competition authority to review a proposed deal that would seal the Spanish operator’s retreat from the challenging market.
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Strategy & ChangeBT ‘remains committed’ to diversity despite dropping DEI calculator
BT’s decision to drop the diversity, equity, and inclusion targets from its management bonus scheme comes as the corporate world reassesses the benefits of DEI measures. BT claims to be ready to move on with DEI already embedded, but has it reneged on commitments without first meeting targets?
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Suppliers & SCMOrange re-ups with Nokia for 5G upgrade in France
Orange France plans broader trial of Nokia’s cloud RAN technology as part of an extended contract to upgrade parts of its network with the vendor’s AirScale products.
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Analyst BriefingsBTwatch Weekly: patience required after more mixed results
Latest from BT, including an in-depth look at the Group’s Q3 earnings, the new BT Business CEO, and Openreach’s broadband vulnerability; Ireland divestment confirmed; rural Scotland build rolls on; more…
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M&ABT offloads Irish B2B unit to Cordiant’s Speed Fibre
BT strikes deal with investment group to sell enterprise and wholesale units to Speed Fibre, with completion expected later this year. Move advances CEO Allison Kirkby’s agenda to pare back BT’s international presence, following earlier news of Irish data centre sale…
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Financial & PerformanceVodafone exports Turkish innovations as OpCo flexes digital muscle
Q3 FY24–25: Group CEO Margherita Della Valle says Vodafone Turkey ‘outperforming’, setting a blueprint that can be applied elsewhere. CFO Luka Mucic namechecks Egypt as one market that might take lessons, but sees opportunity to pull market-specific levers, too…
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Suppliers & SCMVirgin Media O2 puts Hansen on five-year tech revamp mission
Australian software provider Hansen to support UK joint venture on digital transformation and wider business revival plan.