More Latest Insight – Page 59
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People
Choi to lead AI-RAN Alliance following DT exit
Former Head of DT’s T-Labs division takes on challenges of network automation as Chair of AI-RAN Alliance.
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People
Re-capitalised euNetworks seeks new CEO after Paula Cogan retires
London-based group’s chief executive decides to step down following recent rework of its debt facilities and change-around in private equity ownerships.
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Financial & Performance
Vi plugs 4G network gaps to stem subscriber losses
Vi gets on the road to recovery in Q1 FY24–25 with spending on network upgrades and preparing for 5G after recent fundraising.
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Partnerships & Alliances
Germany’s Freenet rejigs MNO partnerships as discount competition hots up
The German player has signed new agreements with all three MNOs but says O2 deal offers greater revenue-share benefits.
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Analyst Briefings
Deutsche Telekomwatch Weekly: Europe ‘not so anti-growth after all’
After several major, US-side buyouts this year, Group indicates some M&A budget could be portioned out to Europe too, as regional performance remains solid and DT prepares fresh medium-term strategy.
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Analyst Reports
BTwatch Report #357 - August 2024
Key stories include: Q1: year gets off to “solid” start | Bharti in for Altice as BT shareholder | Data clean-up required for AI model | EE lined up for major ESN contract | Openreach fibre machine on the move
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Analyst Briefings
Vodafonewatch Weekly: fibre, satellite, and 5G network milestones
Latest from Vodafone and its ecosystem of investments and partners, including: SpaceMobile launch nearing with Vodafone near top of priority list; Kenyan 5G superiority (with FWA uplift); and a Greek fibre deal on the cards…
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Analyst Reports
Vodafonewatch Report #229 - August 2024
Key stories include: Q1: relentless Group ‘makes progress’ | VPC turns to bots for buying | Vantage tapped for another billion | 1&1 roaming deal looms | UK merger bid sees spectrum change hands
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Network & Infra
US majors first, Vodafone next as SpaceMobile readies for launch
AST SpaceMobile backers AT&T and Verizon will beta test space-based cellular broadband initially, with Vodafone and Rakuten next on the list for commercial services.
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Financial & Performance
DT Q2 FY24 Highlights: ‘Flawless’ Q2 enhances the feel-good factor at DT
Q2 FY24: All major divisions record growth to keep DT’s ‘flywheel’ spinning as it approaches major strategy refresh.
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Financial & Performance
DT Q2 FY24 In-depth: Four-sided forward movement
Revenue and earnings remain in forward gear across all four main divisions.
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Financial & Performance
DT Q2 FY24 Spend: ‘AI still an ally’
End-Q2 financial and personnel numbers reflect Group onus on efficiency and cost control.
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Financial & Performance
DT Q2 FY24 Guidance: Everything on point
Upgrade in US cash flow outlook puts DT in line to over-perform on flagship €18bn target for FY24.
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Network & Infra
DT sees bright future for Access 4.0 project after Linux Foundation swap
DT says the Linux Foundation is well equipped to support former ONF network disaggregation initiatives.
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Network & Infra
Safaricom claims 5G coverage lead in Kenya
Safaricom says it has the largest 5G network in Kenya with more than 1,000 sites deployed, but usage remains coverage and usage are low compared to 4G.
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Financial & Performance
DT re-opens to European M&A ahead of strategy refresh
Q2 FY24: Regional giant suggests all the deal-making action will not just focus on its dominant, fast-growing American business when it lays out a new medium-term strategy in a few weeks’ time…
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People
BT rejigs B2B leadership as international opportunities eyed up
Chet Patel tasked with exploring options for BT Business’s global unit; Ashish Gupta and Alex Tempest move on; and shoes to fill at BT Wholesale…
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Analyst Briefings
BTwatch Weekly: Drahi out, Bharti in as CEO Kirkby claims BT strategy ‘vote of confidence’
Latest from BT and its ecosystem, including the Group’s new largest shareholder and the motivations behind the move; Openreach stepping into the Project Gigabit fray with a potential £800m windfall; BT Sourced hypes nnamu procure-tech; more around the Group…
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M&A
EQT and Eutelsat discuss ‘innovative’ satellite ground infraco
Aim is to create a “pure-play, operator-neutral” ground station business initially worth €790m.
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Network & Infra
Openreach enters Project Gigabit fray at near-£1bn scale
Openreach handed its first Project Gigabit contracts, more in discussion. UK government ‘redoubles’ rural infill efforts, including first few in Wales…